AI Boom May Trigger Storage Chip Shortages

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Rising demand for artificial intelligence could lead to shortages not only in memory chips but also in data storage components, according to a Solidigm executive.

As AI systems process increasingly large datasets, the need for high-performance storage is growing rapidly. Solid state drives, which play a key role in feeding data to AI processors, are expected to see significant demand increases as new AI workloads expand.

Industry executives noted that next-generation AI systems may require up to 35% more storage capacity than current models. This surge is driven by advances in AI software that can extract value from massive datasets, placing greater pressure on storage infrastructure.

While manufacturers are working to increase production and develop higher-density storage solutions, supply may still struggle to keep pace. The imbalance could persist for several years, reflecting broader constraints across the semiconductor supply chain.

The warning aligns with ongoing concerns about shortages in other AI-related components, highlighting how demand for infrastructure is reshaping the entire hardware ecosystem.

Sezzle Replaces Auditor Baker Tilly with PwC

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Sezzle has dismissed its independent auditor Baker Tilly and appointed PricewaterhouseCoopers (PwC) as its new auditor for 2026, according to a company filing.

The move follows the disclosure of a material weakness in the company’s internal controls related to the classification of cash flows tied to notes receivable for fiscal years 2024 and 2025. While Baker Tilly issued unqualified audit opinions for those years, it flagged that Sezzle’s internal financial reporting controls were ineffective as of the end of 2025.

Sezzle stated there were no disagreements with Baker Tilly during the audit periods, and the decision to change auditors was approved by its audit committee. The appointment of PwC remains subject to standard onboarding procedures.

The change reflects increased scrutiny on financial reporting practices, particularly for fintech firms operating in the buy now, pay later segment, where transparency and compliance are critical for investor confidence.

Super Micro Shares Plunge on Chip Smuggling Charges

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Super Micro shares dropped sharply after U.S. prosecutors charged three people linked to the company, including its co-founder, over an alleged scheme to smuggle AI technology to China.

Although the company itself was not named as a defendant, the case has raised serious concerns among investors about legal, reputational and commercial risks. Super Micro said it cooperated with investigators, placed the employees involved on leave and ended ties with a contractor connected to the matter.

According to U.S. authorities, the accused helped move billions of dollars worth of American AI server technology through third countries before the products were allegedly redirected into China. The case comes amid strict U.S. export controls designed to limit China’s access to advanced semiconductor and AI infrastructure.

The market reaction reflects broader fears that customers may reconsider supplier relationships and that the company could face increased scrutiny. Analysts also noted that rival server makers could benefit if buyers seek alternatives.

The development adds fresh pressure on Super Micro, which had already faced volatility tied to margin concerns and previous market criticism despite strong demand linked to the AI boom.