ai memory demand

Phison’s chief executive has given one of the starkest public warnings yet about the memory market: a worsening shortage of DRAM and NAND flash that he says will force many consumer electronics companies to shut down or exit product lines in 2026. The claim — confirmed by multiple industry...

Global PC shipments closed the holiday quarter with a surprise surge, but that uptick masks a brewing supply shock that could make 2026 a far more expensive and volatile year for PC buyers and builders than most expected. Background The fourth quarter of 2025 produced an unexpected gain for the...