AI Pulse by Inblix

AI Boom Fuels Memory Chip Shortage, But Some Companies Thrive

TechCrunch AI · Jun 25, 2026 · 1 min read · Read original article →

Curated by the Inblix editorial team


The AI boom has sparked a shortage of memory chips, driving up prices and affecting consumers. Companies like Apple are warning of price increases, while Micron is bucking the trend. The Idaho-based chip maker reported impressive earnings, with revenue quadrupling and profit soaring. Micron’s strong results are a welcome boost, especially as it secures a deal to supply AI lab Anthropic with memory and storage chips. This news matters because the memory chip shortage could persist through 2027, and Micron’s success could set a precedent for other companies to thrive in this challenging market.

💡 Key Takeaways

  1. The AI boom has led to a shortage of memory chips, causing price increases and affecting consumers.
  2. Companies like Apple are warning of price increases due to the shortage.
  3. Micron is bucking the trend, reporting impressive earnings and securing a deal to supply AI lab Anthropic with memory and storage chips.

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