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.
Obviously, we don't want to convey that burden to the consumers, but we're going to be at a point where we have to actually ...
Micron—which recently decided to exit the consumer RAM and storage markets but is still selling its products to other ...
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 ...
After years of being one of the most volatile entities in semiconductors, Micron is poised to enter 2026 at a significant ...
Memory may not derail the AI boom, but it is increasingly likely to shape how fast it grows, who benefits first, and at what ...
Samsung last month unveiled a SOCAMM2 LPDDR5-based memory module designed specifically for AI data center platforms.
Nvidia’s Rubin AI drives higher demand for storage and memory. Expect continued shortages and higher prices in 2026. Jensen ...
With capacity shifting to high-margin HBM for AI data centers, traditional DRAM supply is collapsing, pushing enterprise IT ...
Shares of the world's top memory chip providers rose on Monday as investors bet on further price gains due to a global supply ...
The surge in AI chip demand has created a global RAM shortage. High-bandwidth memory is prioritised for AI, driving costs up and limiting availability for consumer devices.
Micron, SK Hynix and Samsung Electronics — make up nearly the entire RAM market, and they're benefitting from this shortage.
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