South Korea’s SK Hynix is leaning into the memory-chip boom with a $13 billion plan to build a processor-packaging plant in ...
Micron hits record AI-driven revenue, but peak-cycle pricing, rich valuation, and $20B FY2026 CapEx raise oversupply risk.
There's only so much RAM to go around, and with data centers seen as the priority, smartphone and laptop makers may have to ...
Nvidia has been the biggest beneficiary of the artificial intelligence revolution so far, but another chip stock may be about ...
As AI companies snap up memory chips, smartphone and PC makers face higher costs and tighter supply — which could lead to ...
Sandisk, Western Digital, Seagate and Micron need to keep undershooting demand.
As AI demand drives prices up, CXMT is overcoming Washington’s curbs to take on Micron and South Korean leaders.
Demand for memory chips currently exceeds supply and there's very little chance of that changing any time soon. More chips for AI means less available for other products such as computers and phones ...
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.
Nvidia stock isn't participating in the AI rally moving companies like Sandisk. But resumed China sales could change that.
Sim Lim Square retailers told CNA that the current price hikes are among the highest they have seen in decades.
SK Hynix Inc, a key supplier to Nvidia and one of the worlds largest memory chipmakers, announced plans to invest 19 trillion ...