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 ...

Japanese semiconductor equipment maker TEL is ramping up investments to capitalize on a supercycle in memory demand driven by ...

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

A tech analyst claims that HP told the Bank of America that it's considering buying memory chips from China to help alleviate ...

The global market for DRAM Wafer was valued at USD 12360 Million in the year 2024 and is projected to reach a revised size of ...

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

The supply shortage of the RAM needed to build phones and PCs isn’t going away. But a few companies have a plan to solve it.

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.

AI is driving demand and higher prices for DRAM and NAND into 2026.  Products using non-volatile memories to replace NOR and ...

With capacity shifting to high-margin HBM for AI data centers, traditional DRAM supply is collapsing, pushing enterprise IT ...