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Supply and Demand

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Samsung Raises HBM Prices as AI Boom Drains Memory Supply

Long‑term AI contracts are siphoning chips from consumer lines.

Qualcomm Outlook Cuts Send Shares Lower as Memory Shortage Squeezes Smartphone Supply

Tyson to Shutter Nebraska Beef Plant, Cut Amarillo to One Shift as Cattle Supplies Shrink

Micron Extends 2025 Rally as Fresh Analyst Upgrades Meet Strong AI-Driven Outlook

Grasberg Shutdown Deepens Copper Deficit, Triggers Forecast and Price Upgrades

USDA Projects 2026 U.S. Beef Supply to Drop to Multi-Year Lows