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The AI bubble may not have burst yet, but $1 trillion worth of air appears to have escaped
Major technology companies, particularly those in the AI and semiconductor sectors, have experienced significant stock price declines, collectively losing over $1 trillion in value. Factors contributing to this sell-off include concerns about potential oversupply in memory markets, increased production capacity, and rising financing hurdles for AI infrastructure development.
Memory shortages set to persist into 2028, warns Micron CEO
Micron CEO Sanjay Mehrotra warns that global RAM shortages are expected to continue through 2028 due to high demand for AI data centers, which is squeezing consumer-grade memory supplies. This persistent shortage is already driving up prices for devices including the PlayStation 5, Xbox Series X/S, and Nintendo Switch, with further price increases anticipated.
PS6 cost will be worse than you think as memory shortage set to increase prices
The upcoming PlayStation 6 and other next-generation consoles are predicted to be significantly more expensive due to an ongoing memory shortage expected to worsen through 2027 and 2028. Micron CEO Sanjay Mehrotra stated that demand will exceed supply, leading to much higher prices. This situation, exacerbated by demand from AI data centers, suggests console prices could exceed £1,000, potentially impacting mass-market appeal.
RAM shortages are only getting worse and will last until at least 2028, Micron boss declares from atop a mountain of money
Micron's CEO Sanjay Mehrotra predicts that RAM shortages and high prices will persist until at least 2028, with demand expected to exceed supply in 2027 and 2028. The company, along with Samsung and SK Hynix, is facing accusations of price fixing in a US lawsuit, as they prioritize AI data center orders, leading to increased costs for consumer memory.
Micron CEO says it'll be tougher to get memory in the next couple of years than it is today, and keeps saying it…
Micron CEO Sanjay Mehrotra predicts memory supply will be significantly tighter in 2027 and 2028 than in 2026, citing increased demand driven by AI. While Micron and Samsung warn of shortages, Acer's CEO and Michael Burry suggest this messaging may be intended to inflate prices and that the AI bubble could burst sooner.
Evening Reading - September 30, 2026
This Evening Reading roundup covers various gaming news and updates, including reviews for End of Abyss and Valheim, Fallout 76's upcoming updates, and Persona 5 Royal's crossover into Rocket League and Fortnite. It also notes Grasshopper Manufacture's separation from NetEase Games and mentions a humorous tweet about a hypothetical FromSoftware exclusive for the Nintendo Switch 2.
Micron (MU) Q4 FY26 earnings results beat on revenue & consensus EPS expectations
Micron reported strong Q4 FY26 earnings, exceeding Wall Street expectations for both revenue and earnings per share, driven by a significant boom in demand for AI memory components. The company posted $54.23 billion in revenue and $33.42 per share, and has invested $3 billion in US semiconductor production.
"Supply has been consistently available" - Acer's CEO says it's "impossible" for the memory shortage to last until 2030, but that average PC prices will still increase by 5-20% by the end of 2026
Acer's CEO Jason Chen believes the current memory shortage will not last until 2030, contradicting many industry projections. However, he predicts PC prices will increase by 5-20% by the end of 2026 due to ongoing demand from AI companies and existing supply contracts, with prices potentially falling in mid-2027.
Woah, here's a tech CEO saying the memory crisis won't be as bad as everyone expects
Acer CEO Jason Chen believes the current memory crisis will not last until 2030, stating that DDR4 and some DDR5 chips are not in short supply. While acknowledging high-speed DDR5 chips are scarce, he suggests PC prices will rise 5-20% through late 2026 before dropping in mid-2027. The article notes conflicting forecasts from other industry leaders and manufacturers.
AMD hits $1 trillion market cap for first time
AMD has achieved a market capitalization of $1 trillion for the first time, driven by strong performance in its AI products and business, despite a softer PC market. The company's stock has seen a positive streak, placing it among other tech giants like NVIDIA, SK Hynix, and Micron.
Good news for some: Framework swims against the tide of the RAMpocalypse by 'retroactively reducing' its…
Framework is retroactively reducing prices on some of its LPCAMM2 memory modules due to securing a limited quantity at a lower cost. This move goes against the current trend of memory supply issues and price increases, with the company passing savings onto customers for both shipped and pending orders.
Chinese memory maker YMTC wants to dethrone Samsung and SK hynix by the end of 2027
Chinese memory maker YMTC aims to become the global leader in NAND flash memory by the end of 2027, challenging current leaders Samsung and SK hynix. The company, which currently holds a 13% market share, is reportedly expanding its infrastructure to meet this ambitious goal. YMTC is also looking to increase its presence in the DRAM market, facing competition from CXMT.
Micron, the trillion-dollar memory company, refused to replace a crucial drive for current market value until Reddit got…
A PC gamer successfully pressured Crucial into replacing a failed 4TB external drive after the company initially offered only a refund for the original purchase price. The customer escalated the issue to Reddit, citing market price increases and consumer protection laws, leading Crucial to provide a 1-to-1 replacement due to limited inventory.
The memory crisis led me down a rabbit hole into nations forming rival factions to secure the flow of computer chips and AI, with names that wouldn't sound out of place in a Command & Conquer reboot
The article explores the geopolitical landscape surrounding semiconductor and AI chip production, highlighting the formation of rival factions like Pax Silica (US-backed) and WAICO (China-backed). These groups aim to control the global flow of these critical components, impacting industries like PC gaming through supply chain disruptions and price volatility. Governments are prioritizing AI infrastructure, potentially at the expense of consumer needs, leading to a new era of resource guarding and a potential technological arms race.
SSD price increases might be with us for the long haul, as Phison's CEO says NAND supply won't catch up with…
Phison CEO Pua Khein-Seng predicts that NAND flash prices will continue to rise, potentially through 2030, due to a significant imbalance between supply and demand. Increased demand from AI infrastructure is a major factor, and new production capacity will take years to come online. Phison is shifting focus from the retail market to enterprise and AI solutions.
Applied Materials (AMAT) Q3 FY26 earnings results beat revenue, but miss EPS whisper number
Applied Materials reported a record quarterly revenue of $9.12 billion for Q3 FY26, driven by demand for AI technology and semiconductors. While revenue surpassed analyst consensus, the company's earnings per share of $3.50 missed the 'whisper number' expectation, though it still beat Wall Street estimates. The company's stock price saw a decline in after-hours trading following the announcement.
Micron's top brass wins the memory crisis corpo double speak award: 'We do not have line of sight as to when that supply vector will intersect the demand vector'
Micron's executive vice president, Sumit Sadana, stated that the company does not have a clear timeline for when memory supply will meet demand due to the significant pressure from AI hardware requirements and the lengthy process of building new fabrication facilities. This indicates the ongoing memory crisis is likely to persist for an extended period, with predictions for its resolution ranging from late 2027 to 2030 or beyond.
Corsair isn't rolling in money from its mega-expensive RAM kits—and it's all thanks to higher component…
Corsair is experiencing a decline in gaming component and system revenue despite increased memory prices, due to higher component costs impacting their broader product offerings. While memory sales are up, other component revenues are down, affecting overall demand. The company sees potential in the AI workstation market to offset these challenges.
SK Hynix Pours $38 Billion Into Two New DRAM and NAND Plants — But Chips Won’t Ship Until 2029
SK Hynix announced a significant investment of 54 trillion Korean won ($38.1 billion) to construct two new semiconductor fabrication plants in South Korea. One plant in Yongin will focus on HBM and DRAM, while the other in Cheongju will produce NAND storage chips. Production is not expected to begin until at least June 2029, indicating a long-term strategy to meet anticipated demand from AI data centers.
All Of 2027’s RAM Could Already Be Gone As Major Manufacturers Sell Out
Major PC component manufacturers Samsung, SK Hynix, and Micron have reportedly sold out of all Random Access Memory production for 2027, driven by high demand from AI companies. This shortage is expected to lead to increased prices for consumers across PCs, laptops, and gaming consoles, with Microsoft already warning of significant price hikes for Xbox Series X|S and PlayStation 5.
