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Chinese memory and storage manufacturer Longsys expects to post a massive increase in profits due to the AI-driven chip shortage.

Micron Technology and Ford Motor Company have entered into a long-term supply agreement to strengthen access to automotive memory and storage products. The deal underscores how chip supply stability is becoming more important for vehicle makers and consumers worldwide as cars rely more heavily on advanced electronics and data systems.

The AI-driven memory and storage chip shortage is driving OEMs towards Chinese chip manufacturers.

AI Memory and Storage Glut Fears Loom as SanDisk, Micron, Seagate All Plunge Darryn Pollock Thu, July 2, 2026 at 7:58 PM PDT 2 min read SNDK +6.77% MU +1.11% STX +3.91% META -2.02% 005930.KS -6.25% Explore stocks on Coinbase Trading disclosure Over the last 24 hours, SanDisk shares sank 14.13%, Seagate dropped 10.38%, and Micron fell 5.49% as investors priced in a looming memory supply glut. The

Micron signs long-term memory supply deal with General Motors Published on 2 July 2026 at 9:06 pm • Written by Chris Martin • Reading duration : 3 minutes · read 95 times © Micron signs long-term memory supply deal with General Motors Share this post Micron Technology and General Motors announced a Strategic Customer Agreement on July 1, 2026, securing a long-term supply of memory and storage p

Micron Technology and General Motors (GM) have signed a strategic customer agreement to secure a long-term supply of memory and storage products for vehicle production. The deal underscores how automakers and suppliers are trying to stabilize global semiconductor access as cars become more software-driven, connected, and reliant on advanced electronics worldwide.

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A research firm says that PC deliveries for the first quarter of 2026 fell by 7%, with the entire industry expected to ship 14.4% less units for the entire year.

Before the price hikes became official, Apple had already warned investors that soaring memory costs would increasingly pressure margins. The company has now followed through on one of the rarest moves in its history: raising prices across much of its Mac, iPad, home device, and Vision Pro lineup to offset an AI-driven surge in memory and storage costs.

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In an exclusive interview with The Wall Street Journal, Apple CEO Tim Cook made an unusually blunt admission. The company is preparing to raise product prices because memory and storage costs have surged to a point Apple can no longer absorb. He said Apple has spent the past stretch trying to shield customers from these cost increases, but the situation has become "unsustainable."

The next-gen Xbox Helix is looking in trouble due to surging memory and storage costs that are forcing even a giant like Microsoft to bend down.

TAIPEI, Taiwan, June 01, 2026 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) today announced a showcase of its full portfolio of AI-optimized memory and storage solutions during COMPUTEX 2026, empowering next-generation AI data center and intelligent edge applications. As AI workloads expand from training to large-scale inference, including reasoning-heavy and agent-based systems, the de