SK hynix Inc. said Tuesday it plans to build a new advanced packaging fabrication plant in the central city of Cheongju to establish a full-cycle high-bandwidth memory (HBM) production hub in the ...
DRAM super cycle, High-NA EUV ramp, margin gains, and valuation upside. It expects significantly lower China demand in 2026.
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No fire sale for firewalls as memory shortages could push prices higher
In SEC filings, Fortinet and Palo Alto show shrinking product margins taking hold. PCs and datacenters aren't the only ...
As devices from toys to cars get smarter, gadget makers are grappling with a shortage of memory needed for them to work. Dwindling supplies and soaring costs of Dynamic Random Access Memory (DRAM) ...
To be clear, this isn't definitive confirmation that HP is going to source memory from smaller providers – but qualifying additional suppliers is the first step ...
This market-cap weighted ETF nearly tripled the performance of the S&P 500. As a long-term outperformer, the semiconductor ...
Billion-dollar GPUs may dominate the headlines, but a strong sovereign storage foundation will prove the real star in ...
Micron says the global memory crunch isn't a short-term problem. With AI data centers demanding more DRAM than ever, even ...
CES 2026 is where DRAM and SSD makers were able to come together, face to face, to discuss the ongoing shortages in memory ...
Memory chip prices surge 50% in Q1 2026 as AI demand exhausts supply. Micron, Samsung, SK Hynix sold out while laptop and ...
As tech giants continue hoarding memory chips to build their AI farms, and suppliers gleefully jack up their prices in turn, ...
HP is reportedly evaluating Chinese memory suppliers as a global shortage of DRAM tightens supply for consumer devices, ...
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