WSJ Tech News Briefing What to Expect From Tech IPOs in 2026
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Dec 19, 2025 Dan Gallagher, a Heard on the Street columnist at The Wall Street Journal, and Corrie Driebusch, a finance reporter covering IPOs, dive into the bustling IPO landscape expected in 2026. They analyze Micron's record performance and its implications for consumer tech prices. Gallagher highlights how AI demand is squeezing memory supplies, likely pushing up costs for phones and PCs. Driebusch shares insights on why major tech companies are choosing to go public now and the potential risks of a lukewarm IPO market.
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AI Memory Demand Pushes Up Consumer Prices
- Micron's record quarter reflects a shift of memory capacity toward high-value AI chips and away from phone/PC memory.
- That reallocation can raise consumer device prices and shrink memory configurations in new phones and PCs.
Plan Device Purchases Around Rising Memory Costs
- Expect manufacturers to pass on higher memory costs or ship models with less memory.
- Plan purchases accordingly and delay upgrades if you can to avoid paying inflated prices.
Memory Supply Lags Fast Demand
- Memory chip supply cannot be increased quickly because fabs and tools take years to build.
- The memory market is cyclical, so firms will be cautious expanding capacity despite current profits.