Google emerged as one of Samsung Electronics’ top five customers for the first time last year, underscoring how the global ...
Micron and Sandisk were in the spotlight on Wednesday as investment firm BNP Paribas said it sees memory pricing continuing to surge on the back of heavy demand from ar ...
(Bloomberg) --A growing procession of tech industry leaders including Elon Musk and Tim Cook are warning about a global crisis in the making: A shortage of memory chips is beginning to hammer profits, ...
Chinese memory firms GigaDevice Semiconductor and Montage Technology have emerged as new heavyweights in the domestic semiconductor industry, as these companies founded by US-returned Chinese ...
AI demand is triggering a historic memory-chip shortage. Meeting exponential demand for chips will be expensive and maybe even impossible.
The AI boom — and the buildout of data centers — is fueling a memory chip crisis that’s having a widening impact on consumer electronics makers. Companies like Google and OpenAI are taking up an ...
Since the beginning of 2026, several tech leaders have raised alarms over the shortage of dynamic random access memory (DRAM), considered to be the foundation of almost all technology, which will ...
Lenovo Group, the world’s largest personal computer (PC) maker, warned of the “prolonged impact” of a global memory crunch after reporting a 21 per cent profit drop in the December quarter, while ...
The prices of computers and some IT products have skyrocketed as a result of rising rates for memory chips in the global market. Memory chip prices have increased by 80-90% quarter-on-quarter in 2026, ...
Applied Materials forecasts Q2 revenue, profit above estimates Shares rise over 12% in extended trading, lifts peer stocks AI chip demand, memory capacity expansions driving sales — CEO Memory a ...