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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.
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.
Suppliers of memory chips expect to fulfill just 60 percent of demand by the end of 2027, according to reports. Major producers like Samsung, SK Hynix, and Micron plan new factories, but most will not operate until 2027 or later. The focus on high-bandwidth memory for AI leaves consumer devices facing higher prices on phones, laptops, and more.