DRAM super cycle, High-NA EUV ramp, margin gains, and valuation upside. It expects significantly lower China demand in 2026.
CES 2026 is where DRAM and SSD makers were able to come together, face to face, to discuss the ongoing shortages in memory ...
HP is reportedly evaluating Chinese memory suppliers as a global shortage of DRAM tightens supply for consumer devices, ...
While Apple appears to have negotiated relatively modest wafer price increases with TSMC for its upcoming 2nm-based A20 chip, ...
As devices from toys to cars get smarter, gadget makers are grappling with a shortage of memory and storage needed for them to work. Dwindling supplies and soaring costs of Dynamic Random Access ...
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 ...
CES 2026 is over and it has revealed the situation with memory being consumed by AI companies is much worse than we initially ...
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.
A tech analyst claims that HP told the Bank of America that it's considering buying memory chips from China to help alleviate ...
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.
With capacity shifting to high-margin HBM for AI data centers, traditional DRAM supply is collapsing, pushing enterprise IT ...
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