Micron Warns Memory Chip Shortage to Extend Beyond 2026 Amid Taiwan-US Trade Deal

Micron Technology, a key supplier to Nvidia, has warned that the global memory chip shortage, driven by rising demand for AI-related high-bandwidth memory, will persist beyond 2026. This shortage is impacting production for smartphones and PCs, prompting some Chinese manufacturers to reduce shipment targets. Meanwhile, Taiwan reaffirmed its position as a leading AI chip producer following a new US trade deal that lowers tariffs on Taiwanese goods and aims to boost semiconductor investment in the US, supporting industry reshoring efforts.