Global memory chip sales hit a record $74.6 billion in July 2026, up 31.7% month-over-month, as AI demand drives a structural supply shortage through 2028.

In Q2 2026, Samsung's preliminary earnings report indicates a remarkable recovery, largely fueled by advancements in artificial intelligence. There is a robust demand for…

Global memory chip sales hit a record $74.6 billion in July 2026, up 31.7% month-over-month, as AI demand drives a structural supply shortage through 2028.

Personal computing becomes more expensive just as more powerful hardware is needed for AI-enabled software. That creates a widening affordability gap.

AI-driven demand for high-bandwidth memory is squeezing Apple and PC makers, with data centers consuming 70% of high-end DRAM supply and prices rising