There's only so much RAM to go around, and with data centers seen as the priority, smartphone and laptop makers may have to ...
Sim Lim Square retailers told CNA that the current price hikes are among the highest they have seen in decades.
Shares of the world's top memory chip providers rose on Monday as investors bet on further price gains due to a global supply ...
This article first appeared on GuruFocus. Micron Technology Inc. (MU, Financials) is once again in the spotlight. The ...
It’s a great time to be in the business of selling memory, but much less so if you have to buy it. Such was evident in trading Tuesday. Sandisk, a maker of NAND flash memory, surged nearly 28% by the ...
Crediting core architecture refinements over the previous generation to support the latest 3D NAND chips running at 4,800MT/s ...
Soaring memory prices are good news for SanDisk, Seagate Technology and Western Digital but not so cheerful for hardware ...
Now, months after most consumers had already come to terms with the situation, Samsung’s co-CEO, TM Roh, acknowledged the ...
Bernstein just made the boldest calls I’ve covered in the semiconductor space over the years on ASML Holding stock (ASML), ...
AI is driving demand and higher prices for DRAM and NAND into 2026.  Products using non-volatile memories to replace NOR and ...
Nvidia’s Rubin AI drives higher demand for storage and memory. Expect continued shortages & higher prices in 2026. Jensen ...
Sandisk expects over 45% revenue growth in 2026 and EBITDA to exceed 200% YoY, but cyclicality may return post-2027. Learn ...