As AI demand drives prices up, CXMT is overcoming Washington’s curbs to take on Micron and South Korean leaders.

There's only so much RAM to go around, and with data centers seen as the priority, smartphone and laptop makers may have to ...

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

Demand for memory chips currently exceeds supply and there's very little chance of that changing any time soon. More chips ...

Memory giants Micron, SK Hynix and Samsung have led a rally in semiconductor stocks this year. Memory prices surged in 2025 ...

Samsung Electronics expects record above-consensus earnings for its latest quarter, boosted by an ...

As AI companies snap up memory chips, smartphone and PC makers face higher costs and tighter supply — which could lead to ...

The rapid expansion of artificial intelligence has triggered a profound shift across the global semiconductor industry, ...

As devices from toys to cars get smarter at the Consumer Electronics Show, gadget makers are grappling with a shortage of ...

Samsung Electronics and SK hynix face surging demand as Apple, Google, Microsoft, Nvidia and Amazon scramble for DRAM amid a ...

AI is straining DRAM, NAND and storage supply, boosting prices and profits as makers stay disciplined on new capacity.

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