Samsung indicates that tight inventories and surging AI workloads could push the RAM supply-demand imbalance further by 2027, ...

Apple discontinued the 256GB Mac Mini as DRAM prices surged 90% in Q1 2026. AI servers now consume 23% of global memory wafer output, pushing PC prices up 10-20%.

The AI infrastructure spending by US hyperscalers is straining their cash flow, with capex set to consume nearly all of it. This benefits DRAM suppliers but raises concerns about overinvestment and ...

Artificial intelligence (AI) and the word bottleneck have long been joined at the hip. First, it was the race, still ongoing, ...

LRCX's record DRAM revenues and rising memory mix could further lift Systems sales as HBM, DDR5 and LPDDR5 capacity ramp-up ...

Major smartphone makers including OnePlus, Nothing, Xiaomi, and Realme have raised prices in India by ₹1,000 to ₹6,000 across mid-range and flagship models due to a global memory shortage. The surge ...

Shares of Micron and Sandisk jumped after Melius Research said in a report that demand for memory will remain strong through ...

SK Hynix posted yet another quarter of record profit and revenue, as prices for its products continue to surge amid strong AI ...

Memory chip shortages will raise smartphone prices by 25% over the next year, impacting entry-level models most significantly ...

The memory shortage crisis is set to get worse before it gets better, with hardware components projected to see price hikes as high as 75%.

Huge demand for high-bandwidth memory is changing the dynamics of Micron's business. The memory market is notoriously cyclical with strong boom-and-bust cycles. Micron is riding one of the market's ...

It's not often that you see a Wall Street analyst initiate their coverage of a stock with a price target nearly double where ...