Micron VP says that even with billions of dollars invested, memory shortages won't begin to fade until 2028 at the earliest..
The ongoing DRAM and flash memory / SSD shortage shows no signs of alleviating, with memory vendors telling PCWorld that the ...
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.
DRAM super cycle, High-NA EUV ramp, margin gains, and valuation upside. It expects significantly lower China demand in 2026.
Driven by the AI boom, global computer memory prices have entered a record growth cycle, with DRAM increases outpacing gold ...
Industry analysts expect a major increase in DDR5 costs in 2026, driven by tightening supply and shifting priorities across ...
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.
To be clear, this isn't definitive confirmation that HP is going to source memory from smaller providers – but qualifying additional suppliers is the first step ...
AI is driving demand and higher prices for DRAM and NAND into 2026.  Products using non-volatile memories to replace NOR and ...
Chinese memory maker CXMT prepares to file for IPO in Beijing, aiming to raise $4.2 billion USD in order to expand production ...