AI memory demand may raise electronics costs
J.P. Morgan says AI data centers are absorbing more DRAM supply, which could lift memory prices, raise electronics costs and eventually push up retail prices for devices such as the iPhone.
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AMD Says Unexpected Demand Is Squeezing Server CPU Supply, But Lisa Su Forecasts a Brighter 2027: ‘Should Be Better Than 2026’
On Tuesday, Advanced Micro Devices, Inc. (NASDAQ: AMD ) said stronger-than-expected demand has tightened the server CPU supply chain, but CEO Lisa Su expects conditions to improve in 2027. AMD Says Unexpected Demand Tightened Server CPU Supply During AMD’s second-quarter 2026 earnings call, Morgan Stanley analyst Josep
AAPL Raises Prices
Apple raises prices on several hardware products due to high demand for memory and storage driven by AI data centers, confirming Micron's prediction of a memory shortage
Micron Sees AI Memory Shortage
Micron Technology Inc's CEO says AI memory shortage could last beyond 2028, boosting semiconductor and AI-focused ETFs
PBoC Plans Reverse Repo
The People's Bank of China plans to conduct an overnight reverse repo as part of its next policy shift
KOSPI Plunges 10%
South Korea's KOSPI index suffers a near-vertical drop, plunging 10% before rebounding 2% the next day, driven by weakness in Samsung and SK Hynix stocks