AEye - CW27(LIDRW.US)

Global memory chip shortage deepens in early 2026 due to AI-driven demand, affecting supply chains. Memory chipmakers enjoy fully booked order books and soaring margins amidst AI data explosion. AI demand for high-margin chips is crowding out production of conventional components, leading to long-term supply-demand imbalance. Chipmakers shift focus to high-bandwidth memory chips for AI data centers.

The global memory chip shortage is worsening in early 2026 due to AI-driven demand, significantly impacting supply chains in electronics and automotive sectors. Memory chipmakers are benefiting from fully booked orders and high margins as demand for advanced memory chips outpaces traditional components. The supply-demand imbalance is expected to persist as manufacturers shift focus to high-bandwidth memory chips for AI data centers, reducing production of conventional chips.

Geotab analysis: measuring the impact fast charging has on the loss of battery capacity

A study by Geotab reveals that while fast charging can lead to slightly faster battery degradation in electric vehicles (EVs), the impact is minimal. The annual degradation rate increased from 1.8% to 2.3%, with DC fast charging above 100 kW causing up to 3.0% degradation. Despite this, battery health remains strong, with most EVs retaining over 70% capacity within warranty limits. Geotab emphasizes the importance of smart charging strategies to manage long-term battery health, suggesting a balance in charging power to optimize performance without compromising longevity.

AEye - CW27 | 8-K: FY2025 Q3 Revenue: USD 50 K

AEye - CW27 | 10-Q: FY2025 Q2 Revenue: USD 22 K

AEye - CW27 | 8-K: FY2025 Q2 Revenue: USD 22 K