While Apple appears to have negotiated relatively modest wafer price increases with TSMC for its upcoming 2nm-based A20 chip, ...

CES 2026 is over and it has revealed the situation with memory being consumed by AI companies is much worse than we initially ...

AI-driven memory and storage shortages may push DRAM up 50%+ in 2026, aiding Micron, Sandisk, Nvidia and more while ...

Sandisk, Western Digital, Seagate and Micron need to keep undershooting demand.

As DRAM and NAND flash memory prices continue to climb, NOR flash saw relatively moderate price increases in the fourth ...

Companies making memory chips and storage drives are seeing huge demand, but won't rapidly boost production, even with severe ...

As AI demand drives prices up, CXMT is overcoming Washington’s curbs to take on Micron and South Korean leaders.

A severe market shortage accompanied by sky-high prices would normally compel manufacturers to sharply boost their production. But memory companies have been burned by sharp price swings in the past ...

MEMORY CRISIS Incoming! AI Boom Devours Global RAM Supplies-Shortage Hits Phones, Laptops & PCs Hard! Nvidia, AMD, Google hog ...

China's leading memory-chip manufacturer, is preparing a $4 billion share offering after significant technical advancements.

Micron (MU) has always been prone to cyclical booms and busts, making it a high-risk, yet popular stock among traders. The ...

The rapid expansion of artificial intelligence has triggered a profound shift across the global semiconductor industry, ...