News reporting focused on AI and machine learning, covering the companies behind these technologies, their real-world applications, and the ethical concerns they raise. This includes areas like generative AI (large language models, text-to-image and video), speech tech, and predictive analytics.
High-bandwidth memory (HBM) has grown from 52% to 63% of AI chip component spending between Q1 2024 and Q4 2025, according to analysis from Epoch AI. The increase reflects rising memory prices and tight supply, driving up total component costs from $22 billion to $52 billion over the period. Hyperscalers like Microsoft and Meta have adjusted their capex guidance to account for higher component prices.
A shortage of memory chips, driven by soaring demand for high-bandwidth memory (HBM) used in AI data centers, is forcing consumer electronics prices higher. HBM consumes three times the wafer capacity of standard memory, and its allocation is set to jump from 2% to 20% by 2026. The shift is already hitting sub-$100 smartphones hardest.