As AI demand drives prices up, CXMT is overcoming Washington’s curbs to take on Micron and South Korean leaders.
SK Hynix Inc, a key supplier to Nvidia and one of the worlds largest memory chipmakers, announced plans to invest 19 trillion ...
China’s memory industry is no longer a distant follower. It is now fielding a pair of aggressive specialists that are ...
There's only so much RAM to go around, and with data centers seen as the priority, smartphone and laptop makers may have to ...
Memory chip prices surge 50% in Q1 2026 as AI demand exhausts supply. Micron, Samsung, SK Hynix sold out while laptop and ...
The good news is that the memory industry is poised to deliver solid growth once again in 2026. Massive demand for ...
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 ...
Samsung Electronics expects record Q4 earnings as an AI-driven memory chip boom lifts prices, profits and investor optimism.
Building Generative AI models depends heavily on how fast models can reach their data. Memory bandwidth, total capacity, and ...
As a whole, large-cap semiconductor stocks performed impressively in 2025. The performance of the iShares Semiconductor ETF ...
Samsung stock rises on $1.73B buyback plan and record earnings forecasts. Analysts predict memory chip shortage will drive ...
As AI companies snap up memory chips, smartphone and PC makers face higher costs and tighter supply — which could lead to ...