CES 2026 is where DRAM and SSD makers were able to come together, face to face, to discuss the ongoing shortages in memory ...

Micron VP says that even with billions of dollars invested, memory shortages won't begin to fade until 2028 at the earliest..

A tech analyst claims that HP told the Bank of America that it's considering buying memory chips from China to help alleviate ...

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.

Driven by the AI boom, global computer memory prices have entered a record growth cycle, with DRAM increases outpacing gold ...

DRAM super cycle, High-NA EUV ramp, margin gains, and valuation upside. It expects significantly lower China demand in 2026.

Industry analysts expect a major increase in DDR5 costs in 2026, driven by tightening supply and shifting priorities across ...

China’s memory industry is no longer a distant follower. It is now fielding a pair of aggressive specialists that are ...

Sandisk, Western Digital, Seagate and Micron need to keep undershooting demand.

There's only so much RAM to go around, and with data centers seen as the priority, smartphone and laptop makers may have to ...

Chinese memory maker CXMT prepares to file for IPO in Beijing, aiming to raise $4.2 billion USD in order to expand production ...

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 ...