When I asked him how bad things really were, Clarke looked at me with a sigh. "Look, I've been at this a long time. This is the worst shortage I've ever seen. Demand is way ahead of supply. And it's driven by AI. It's driven by infrastructure. You've seen the spot market price-it's up to five times from September. That will manifest. It already has in contract pricing."
According to Wccftech, Nvidia is reportedly on the verge of resuming production on its budget-friendly GeForce RTX 3060 GPUs to combat the ongoing shortage of RAM being caused by an uptick in development on AI technologies and the increasing prices of memory. According to a post they made early on January 5, Nvidia seems poised to bring back the RTX 3060 in the first quarter of 2026.
Micron's performance set several company records. Revenue of $13.64 billion, up 57% year-over-year from $8.71 billion, was a record high, while adjusted earnings reached $4.78 per share, substantially exceeding analyst estimates of $3.95 per share. CEO Sanjay Mehrotra noted that AI demand acceleration fueled its results, with the company fully selling out its 2026 HBM supply, including advanced HBM4 nodes.
Intel executed a credible turnaround under challenging conditions. The company reported Q3 2025 revenue of $13.7 billion, up 3% year-over-year, with non-GAAP EPS of $0.23 crushing estimates of $0.01. Client Computing grew 5% to $8.5 billion, while Data Center and AI revenue of $4.1 billion declined 1%. Intel secured a $2 billion investment from SoftBank and announced a collaboration with NVIDIA, signaling industry validation of its foundry ambitions.
On October 30, Samsung Electronics reported a 32.5% increase in operating profit for the third quarter, driven by rebounding demand for its computer memory chips, which the company expects will continue to grow on the back of artificial intelligence. The South Korean technology giant set a new high in quarterly revenue, which rose nearly 9% to 86 trillion won ($60.4 billion) for the July-September period, fueled by increased sales of semiconductor products and mobile phones.