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Micron, Samsung and SK Hynix, the world's top memory makers, all made headlines this week. Micron's stock fell after it blew away earnings expectations and raised spending expectations, while Samsung ...

TL;DR: AI-driven demand has caused severe shortages and price hikes in DRAM, NAND, and CPUs, with Intel and AMD struggling to supply enough processors. Server and PC manufacturing face delays and ...

Did our AI summary help? Memory chip stocks extended their losses on Thursday after Alphabet Inc.’s Google publicized research that could allow more efficient use of the storage needed for artificial ...

Memory chip stocks that dominated semiconductor gains through much of 2026 are suddenly losing momentum, as a breakthrough from Alphabet 's Google raises questions about the durability of artificial ...

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TL;DR: SK Group chairman Chey Tae-won predicts the DRAM shortage will continue through 2030 due to limited wafer capacity and long production lead times. SK Hynix plans to maintain its consumer DRAM ...

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ChangXin Memory Technologies (CXMT) more than doubled revenue to about US$8 billion in 2025, as surging demand from artificial intelligence (AI) and data centers drove up memory chip prices, according ...

Artificial intelligence is entering a new phase in which inference, rather than training, is becoming the dominant driver of computing demand, as rising costs and memory constraints begin to reshape ...