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supply deficit

2 articles
BenzingaBenzinga··Usa News Group

Copper Crisis Looms: Supply Deficit to Hit 150K Tonnes as Demand Surges

Global copper faces 150,000-tonne deficit in 2026 amid AI, electrification demand. Mining M&A jumps 45% as US backs critical minerals with $30B.
BHPnational securityAI data centers
The Motley FoolThe Motley Fool··Rich Smith

Micron's Taiwan Facility Deal Positions Chipmaker in AI Memory Race

Micron stock surged 6.3% after acquiring a Taiwan production facility to manufacture high-bandwidth memory chips for AI applications, with output expected by fiscal 2028.
MUAI chipssemiconductor manufacturing