Memory Shortage
Markets
Technology
Kioxia Targets $15-20B US IPO as Memory Shortage Hits Decade Peak
Japan's memory giant positions for American Depositary Share float amid AI-driven capacity crunch and allied supply chain consolidation.
AI
Markets
SK Hynix’s Record Profit Exposes Physical Constraint Choking AI Infrastructure Buildout
Q1 2026 earnings reveal memory shortage extending through 2027 as HBM production timelines outpace AI data center demand—South Korea now controls critical supply path.
Markets
Technology
Smartphone Market Faces 13% Contraction as Memory Crisis Ruptures Supply Chain
IDC projects shipments will plunge 140 million units in 2026 as DRAM and NAND shortages driven by AI infrastructure demand force manufacturers to raise prices and cut production.