The boom in AI data center building has caused a shortage of memory chips which are also crucial for electronics like ...
Micron stock has surged on excitement around high-bandwidth memory chips but it doesn't have the market to itself.
Samsung begins HBM4 chip production for Nvidia in February 2026. Micron sold out through 2026. Tight supply benefits all ...
The trillion-dollar club features three artificial intelligence (AI) chip stocks, and another could soon join the ranks.
The memory shortage could last into 2027, but this stock is priced like it won't.
By Hyunjoo Jin SEOUL, Jan 26 (Reuters) - Samsung Electronics plans to start production of its next-generation high-bandwidth ...
Samsung is set to begin HBM4 production as early as next month to supply Nvidia and challenge SK Hynix's dominance in AI memory, as demand ramps up ahead of Nvidia's next-generation Vera Rubin chip ...
On-package memory would've put Intel in a tough spot if not.
The global memory chip shortage is deepening in early 2026, as relentless AI-driven demand strains supply chains and begins to reshape market winners and losers, Oxford Economics warns.
Major vendors are scrambling to expand production, but the scarcity of general-purpose memory chips is forecast to continue ...
Micron hits record AI-driven revenue, but peak-cycle pricing, rich valuation, and $20B FY2026 CapEx raise oversupply risk.
As AI demand drives prices up, CXMT is overcoming Washington’s curbs to take on Micron and South Korean leaders.
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