Why AMD's Q1 outlook is giving Wall Street jitters
AMD posted strong Q4 growth led by datacenter revenue, but seasonal weakness in PC, gaming, and embedded divisions and memory shortages pressured outlook and shares.
Apple aims to keep iPhone 18 price flat in face of RAM shortage, Kuo says
Apple will absorb rising RAM costs to avoid raising iPhone 18 starting prices, offsetting expenses through its services business amid a global memory shortage.
Memory shortage threat helps trigger PC buying spree
Global PC shipments rose 9.6% in Q4 2025, but impending memory shortages and soaring DRAM prices threaten sustained growth and will keep PC prices high.
PC shipments just grew unexpectedly amid RAM shortages
While the holiday season typically drives stronger demand, the surge in late 2025 was further amplified by emerging memory shortages that led buyers and brands to secure inventory ahead of anticipated price increases in 2026,
The AI race is causing a memory chip shortage - and that's bad news for the smartphone and PC industries
AI companies’ large memory demands are causing shortages and higher costs, pressuring smartphone and PC makers and risking market contractions by 2026.