Nvidia’s push in NAND deepens memory shortage and other takeaways from CES (MU:NASDAQ)

Nvidia’s push in NAND deepens memory shortage and other takeaways from CES (MU:NASDAQ)

By Chris Ciaccia
Publication Date: 2026-01-11 13:00:00

AI-driven memory and storage shortages may push DRAM up 50%+ in 2026, aiding Micron, Sandisk, Nvidia and more while pressuring PCs—read key takeaways.