AI is driving demand and higher prices for DRAM and NAND into 2026.  Products using non-volatile memories to replace NOR and ...
The good news is that the memory industry is poised to deliver solid growth once again in 2026. Massive demand for ...
Demand for high-bandwidth memory (HBM) is crowding out production capacity for consumer memory. Despite capacity expansions ...
Samsung Electronics' sixth-generation high-bandwidth memory, HBM4, has reportedly posted the fastest operating speeds in a ...
Google fires executives after failing to secure AI memory chips amid the global supply-chain shortage and the race for ...
With global RAM pricing spiking due to a surge in AI demand, what does this mean for buying a smartphone in 2026?
SPHBM4 cuts pin counts dramatically while preserving hyperscale-class bandwidth performanceOrganic substrates reduce ...
Bernstein raised its price target to $330, flagging accelerating memory price hikes. ・AI-led demand for HBM and DRAM is ...
Apple leans on Samsung for iPhone 18 memory as AI-driven demand shifts current suppliers, SK Hynix and Micron, to high-bandwidth chips.
Micron stock jumps nearly 10% as sold-out HBM supply, blowout earnings and bullish analyst upgrades fuel AI-driven re-rating.
As AI companies snap up memory chips, smartphone and PC makers face higher costs and tighter supply — which could lead to ...
Micron (MU) stock dips in thin post-Christmas trading, but strong AI memory demand, pricing power, and bullish outlook keep ...