The ongoing shortage of memory chips looks likely to continue throughout the year as demand from the AI sector surges. According to Nikkei Asia, leading manufacturers are expected to be able to meet only about 60% of global demand despite expansion plans.
Although new factories are on the way, several of them are not expected to reach full production until 2027 at the earliest. Even once those facilities are up and running, additional time will be required to scale up to efficient production levels.
An annual production increase of around 12% would be needed to catch up with demand, analysts said, though current plans are significantly lower. The balance between supply and demand for memory is not expected to normalize until 2028.
Because of the shortage, memory prices have risen by approximately 90% during the first quarter of 2026.
The S&P 500's tech-driven surge highlights potential concentration risks for investors, emphasizing reliance on AI sector performance.
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The world's largest maker of memory chips, South Korea's Samsung Electronics, has seen its valuation reach $1 trillion this Wednesday. The company's profits have soared thanks to strong demand for the chips used to power artificial intelligence systems. Also in this edition: French oil major TotalEnergies says it will have to scrap caps on fuel prices if it faces a windfall tax on its profits in France.
The cars rolling off production lines right now are filled with old ideas. From beginning to end, the creation of a new vehicle can take five years or longer - which is plenty of time for a lot of tastes, politics, and gas prices to change. That's one reason car manufacturers are so enthusiastic about the potential for AI to help speed up certain parts of the process, from model-making to wind-tunneling. LLMs could be poised to change the way we get around.
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The gap between language model capabilities and robotic deployment has been narrowing considerably over the past 18 months. A new class of foundation models — purpose-built not for text generation but for physical action — is now running on real hardware across factories, warehouses, and research labs. These systems span deployed robot policies, private-preview VLAs, […]
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According to Nikkei Asia, even as suppliers ramp up DRAM production, manufacturers are only expected to meet 60 percent of demand by the end of 2027. SK Group chairman has even said that shortages could last until 2030.
The world's largest memory makers - Samsung, SK Hynix, and Micron - are all working to add new fabrication capacity, but almost none of it will be online until at least 2027, if not 2028. SK opened a fab in Cheongju in February, but that is the only increase in production among the three for 2026.
Nikkei says that production would need to increase by 12 percent a year in 2026 and 2027 to meet demand. But according to Counte …
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Meta has increased prices across its Quest headset lineup, citing rising costs of memory chips that are critical to powering high-performance, AI-enabled devices. The Meta Quest 3 will increase by $100 to $599.99, while the Meta Quest 3S models will rise by $50, reaching $349.99 and $449.99 depending on storage configuration. The company indicated that […]
Starting April 19, the price of the Meta Quest 3S (128GB) and Meta Quest 3S (256GB) will go up by $50 to $349.99 and $449.99, respectively. The price of the Meta Quest 3 is going up by $100 to $599.99.