Explosive AI demand is straining memory chip supply, pushing device prices higher and delaying market stability until at ...

If it feels these days as if everything in technology is about AI, that’s because it is. And nowhere is that more true than in the market for computer memory. Demand, and profitability, for the type ...

Google is in talks with Marvell Technology to develop two new chips aimed at running AI models more efficiently, according to ...

AI semiconductors have seen explosive growth, fueled by record hyperscaler capital expenditure and a compounding buildout cycle. As large-scale inference and agentic AI initiatives ramp up, memory has ...

AI's rapid expansion increases demand for high-performance memory, especially HBM, leading to supply shortages and price hikes across the industry. Shifting focus to HBM fabrication risks causing ...

Chip prices are going through the roof. In just the past few quarters, memory chip prices have jumped 50-100%, marking one of the sharpest increases in recent years. We've seen this movie before. In ...

SAN FRANCISCO, Feb 6 (Reuters) - As the global memory chip shortage hits the smartphone market, a key question is echoing from Silicon Valley to Shenzhen: Will Apple raise prices, or sacrifice profit ...

A global shortage in memory chips sparked by artificial intelligence has dealt a “tsunami-like shock” to the smartphone industry, pushing prices to all-time highs, according to a new report. A ...

This morning, shares of two of the largest computer memory companies that trade on U.S. markets are up yet again. The stock prices of Micron Technology, Inc. (Nasdaq: MU) and Sandisk Corporation ...