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.
The good news is that the memory industry is poised to deliver solid growth once again in 2026. Massive demand for ...
With capacity shifting to high-margin HBM for AI data centers, traditional DRAM supply is collapsing, pushing enterprise IT ...
Samsung Electronics expects memory chip supply shortages to drive up prices across the electronics industry, including potentially for its own consumer products, according to the company’s head of ...
Samsung Electronics (OTCPK:SSNLF) could supply the next generation of high-bandwidth memory chips, or HBM3E, as soon as the first-half of this year, South Korean news outlet Maeil Business Newspaper ...
While it might be tempting to blame Nvidia for the shortage of HBM, it’s not alone in driving high-performance computing and demand for the memory HPC requires. South Korean memory manufacturer SK ...
Micron, SK Hynix and Samsung Electronics — make up nearly the entire RAM market, and they're benefitting from this shortage.
Micron (MU) stock rises 10% after Nvidia’s CES remarks spark investor optimism amid tight memory supply and soaring DRAM ...
The DRAM market is an oligopoly dominated by Samsung and SK Hynix. Micron is the third-largest player with market shares of ~22% in Q3-24. DRAM is more of a commodity than CPUs and GPUs. Its price ...
Micron stock nears record $315 as Bernstein lifts target to $330. Memory shortage drives pricing power with tight supply ...
NORTH READING, Mass.--(BUSINESS WIRE)--Teradyne, Inc. (NASDAQ: TER), a leading provider of automated test equipment and advanced robotics, is proud to announce the launch of the Magnum 7H, a ...
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