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WSJ What’s News

Chip Crisis Sends Consumer Tech Prices Soaring

WSJ What’s News

The Wall Street Journal

Daily News, News

4.14.2K Ratings

🗓️ 17 February 2026

⏱️ 12 minutes

🧾️ Download transcript

Summary

A.M. Edition for Feb. 17. A growing shortage of memory chips is squeezing the makers of phones, laptops and games consoles, sending prices skyrocketing. WSJ’s Tim Martin explains how non-AI buyers are having to choose between raising prices, trimming margins or reducing device memory. Plus, the U.S. government is emerging from the holiday weekend partially shut down. And we look at why this winter is worse and weirder than usual. Luke Vargas hosts. Sign up for the WSJ’s free What’s News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

I think the potential of Agenic is to rethink how work gets done overall.

0:05.0

It challenges all sorts of traditional orthodoxies around how organizations execute the work at hand.

0:11.3

That's Jason Gersatus, CEO of Deloitte U.S., talking about the transformational potential of A.Gentic AI.

0:17.9

Join him later to learn why agents are a game changer for businesses across industries.

0:26.1

Get ready for pricier electronics as a memory chip shortage squeezes consumer tech. Plus another week,

0:33.5

another partial government shutdown with no immediate end in sight, and we'll dig in to the

0:38.6

strangest American winter in years.

0:41.3

We have extreme cold on the eastern U.S., but then in the western U.S., we are dealing

0:46.8

with record-breaking temperatures in many instances.

0:50.1

We pulled readers, and 52% so far have I've said this winner is worse than they remember.

0:55.4

It's Tuesday, February 17th.

0:57.3

I'm Luke Vargas for the Wall Street Journal, and here is the AM edition of Watts News,

1:01.7

the top headlines and business stories, moving your world today.

1:10.0

A growing and acute shortage of memory chips is squeezing the makers of phones, laptops, and game consoles, sending consumer tech prices skyrocketing.

1:19.7

With AI demand gobbling up high-end semiconductors, our Korea Bureau Chief Tim Martin said that non-AI buyers are having to choose between raising prices,

1:29.2

trimming margins, or reducing device memory.

1:31.9

So we've seen PC makers like Dell raise prices for some commercial laptops by as much as 30%.

1:38.4

ACER, for some of their budget computers, have reduced the amount of memory that come in certain models. And with

1:46.8

Xiaomi, a Chinese smartphone company, they got rid of the lower memory option for certain

1:52.3

lines of phones. So you can only get the higher memory options, which allow them to protect their

1:58.4

margins. And Tim told us that even some of the bigger tech companies won't be immune to the memory

2:03.1

shortage.

...

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