The Roundhill Memory ETF (DRAM), launched April 2, has surged to roughly $28 billion in assets, driven by approximately $27 billion in net inflows, making it one of the fastest-growing ETFs on record.…
Applied Materials Inc. reported fiscal-third-quarter revenue of about $9.12 billion and adjusted EPS of about $3.50, and guided fiscal-fourth-quarter revenue to a midpoint of $10.25 billion, above the…
SK Hynix announced it will invest ₩54 trillion ($37.3 billion) to build new DRAM and NAND fabs in Yongin and Cheongju, citing Omdia's projection of 19 percent CAGR for DRAM and NAND demand from 2025 t…
Roundhill Investments' Memory ETF (DRAM) attracted nearly $10 billion in assets under management within 43 days of its April 2, 2026 launch, making it one of the fastest-growing ETFs in history. The f…
Deloitte reports that AI demand caused AI server DRAM prices to roughly double in Q1 2026, with a projected fourfold increase for the full year, and the memory chip shortage, dubbed 'RAMageddon,' is e…
SK hynix reported a record quarterly operating profit of 60.54 trillion won ($41.6 billion) for the second quarter, a 557.2% surge from a year earlier, driven by rising memory prices for AI servers. R…
Cornell Tech researchers have developed an optical memory link that uses QR-code-like light patterns to directly edit static random-access memory (SRAM) on AI processors, eliminating power-hungry anal…
A new architecture called CaSA (Charge-Sharing Architecture) performs LLM inference directly inside commodity DRAM using processing-in-memory, bypassing the memory bus to solve the memory wall bottlen…
Global semiconductor equipment sales are forecast to reach a record high of $229.5 billion in 2028, driven by increased investment in AI infrastructure, according to a report by SEMI. The industry ass…
AI is driving up smartphone costs, killing the low-cost segment, according to Omdia and Counterpoint Research data. Apple and Samsung combined for 42% of the global smartphone market in Q2 2026, gaini…
A quantitative scenario analysis of the AI industry from 2026 to 2030 finds that memory scarcity, open-weight models, and inference efficiency gains are restructuring the sector. The study projects a …
A quantitative scenario analysis of the AI industry from 2026 to 2030 finds that memory scarcity, open-weight models, and inference efficiency gains will restructure the sector, with incumbent cost ad…
High Bandwidth Flash (HBF), a NAND-based memory stack with read bandwidth comparable to HBM4 but 10x the capacity, is set to sample from Sandisk in late 2026 and appear in AI inference devices by earl…
Memory chipmakers SK Hynix, Micron Technology, and Samsung Electronics are riding a surge in AI-driven demand for high-bandwidth memory, but investors remain skeptical that the industry has broken fre…
Ondo launched Ondo Perps, a derivatives platform offering up to 20x leverage on equity, index, and commodity perpetual futures with tokenized stocks as collateral. The platform is live for pre-alpha u…
Micron reported record fiscal Q3 2026 revenue of $41.46 billion and non-GAAP gross margin of 84.9%, driven by AI memory demand, but shares remain volatile as investors question whether memory pricing …
Samsung Electronics reported a 19-fold jump in Q2 operating profit to 89.4 trillion won, driven by surging demand for AI memory chips, but shares fell nearly 8% as investors worry the AI boom may be c…
UBS raised its DRAM and NAND price forecasts, projecting DDR prices will jump 32% quarter-over-quarter in Q3 2026, nearly double its prior estimate, as AI infrastructure demand tightens memory supply.…
Samsung Electronics is raising prices on commodity DRAM and LPDDR memory chips by over 20% in Q3 2026, marking the third consecutive quarter of significant hikes. The increases, driven by supply bottl…
TrendForce reports that DRAM contract prices will rise 13-18% QoQ in 3Q26 due to tight supply from AI server demand, while NAND Flash prices will increase 10-15% QoQ as consumer demand weakens and hig…