Apple Warns Memory Costs Are Starting to Bite as Samsung, SK Hynix Prioritise AI Chips

Samsung, SK Hynix warn of AI chip supply shortage for PCs, phones due to high demand

Two of the world's top chipmakers, Samsung and SK Hynix, warned on Thursday that computer and smartphone companies were set to bear the brunt of a worsening shortage of DRAM chips used in their...

"Do It Now": Industry Insiders Urge Consumers To Front-Run PC, TV, Smartphone Purchases As 'Memory Crunch' Will Intensify

"Do It Now": Industry Insiders Urge Consumers To Front-Run PC, TV, Smartphone Purchases As 'Memory Crunch' Will Intensify A global shortage of high-bandwidth memory (HBM) has emerged in recent months, and some of the first casualties of the "great memory crunch" were flagged by Goldman in December, starting with consumer electronics companies such as Nintendo. The list of victims has continued to expand. Last week, we noted that smartphones, PCs…

Apple warns memory costs are starting to bite as Samsung, SK Hynix prioritise AI chips

Apple said rising memory chip prices had started to pressure profitability in the current quarter, echoing warnings from South Korean chipmakers that are diverting production toward higher-margin memory chips that support AI workloads.

Samsung Warns of Prolonged Chip Shortage as AI Boom Supercharges Profits but Squeezes Smartphones and Displays

Samsung Electronics has warned that a worsening global chip shortage is likely to persist this year and beyond, as the explosive build-out of artificial intelligence infrastructure continues to absorb vast amounts of memory supply, reinforcing the company’s dominance in semiconductors while creating growing strains across its broader electronics empire. The South Korean tech giant said […] The post Samsung Warns of Prolonged Chip Shortage as AI …

Chipmakers Say Not Enough Chips for PCs, Phones Amid AI Priority

Two of the world’s top chipmakers warned on Thursday that a surging demand for artificial intelligence processors was squeezing the supply of conventional DRAM chips, creating a shortage of semiconductors for computer and smartphone companies. The warnings came from Korean chip giants Samsung Electronics and SK Hynix, which together control two-thirds of the DRAM chip market and count the likes of Apple and Nvidia as customers. “PC and mobile cu…

South Korean memory-makers warn of AI supply chain crunch - Total Telecom

News Despite efforts to expand capacity, semiconductor players are struggling to keep pace with demand As the AI boom continues to gain momentum, two of the world’s leading chipmakers, SK Hynix and Samsung Electronics, are warning that their expansion plans will not move fast enough to ease supply chain bottlenecks. The companies, both which reported their latest financial results this week, said that the memory chip supply crisis would be unlik…