Goldman Sachs estimates that memory components account for roughly 62% of the total material costs for Nvidia's upcoming Vera Rubin superchip, up from about 53% on the previous-generation GB300 system…
Samsung Electronics warned during its Q2 2026 earnings call on July 30 that memory chip shortages will intensify through 2027 and won't ease until at least 2028, driven by AI demand. The company's sem…
JPMorgan strategist Jay Kwon predicts the AI-driven memory chip shortage will persist for another two years, with demand broadening from GPUs to CPUs, and remains bullish on memory stocks despite a 25…
Apple is lobbying the Trump administration for permission to buy memory chips from ChangXin Memory Technologies (CXMT), a Chinese manufacturer blacklisted by the Pentagon on June 8, 2026, as AI data c…
Morgan Stanley warned that the memory cycle will enter its late stage in the fourth quarter as price increases moderate and inventories build, signaling a potential end to the AI-driven memory price b…
Microsoft raised Xbox Series X prices to $799.99 in the United States, up from $649.99, effective August 1, citing memory and storage costs that have more than doubled and are expected to double again…
Apple Inc. has begun technical qualification testing of DRAM memory chips made by ChangXin Memory Technologies (CXMT), China's largest domestic memory producer, for use in iPhones and MacBooks sold in…
A new report from Digitimes, spotted by TweakTown, indicates that Samsung, SK Hynix, and Micron have collectively sold out all their DRAM and HBM manufacturing capacity for 2027, largely to AI compani…
Memory chipmakers Samsung, Micron, and SK Hynix have reportedly sold out their DRAM inventory through 2027, driven by AI companies consuming nearly 70% of DRAM production capacity, according to Taiwan…
Changxin Memory Technologies (CXMT), a Chinese state-backed memory chipmaker holding roughly 8% of the global DRAM market as of Q1 2026, has rejected Apple's request for discounted LPDDR5X memory pric…
Samsung Electronics unveiled zHBM, a memory architecture stacked directly on AI chips, at the Future of Memory and Storage conference in Santa Clara on August 4, claiming it runs eight times faster th…
Leopold Aschenbrenner's hedge fund Situational Awareness lost 67% in July 2026, falling from $45 billion to $10 billion in assets under management, after concentrated bets on AI hardware and semicondu…
Michael Burry, the investor known for predicting the 2008 housing collapse, has fully exited his long position in Microsoft, closed his short position in Oracle, liquidated his January 2026 puts on Pa…
Samsung Electronics has surpassed $1 billion in sales of its next-generation high-bandwidth memory (HBM) 4 chips within about four months of mass production, which began on February 12, 2026. The comp…
SK Hynix, which controls roughly 58% of the high-bandwidth memory market, received a bullish endorsement from Wedbush as a global memory shortage tightens the AI supply chain. On July 10, SK Hynix com…
SanDisk shares closed at $1,385.98 on Tuesday, up 7.6%, capping a 726% year-to-date rally that makes it the best performer in the S&P 500, ahead of its fiscal fourth-quarter earnings on August 5. The …
SOXL, the Direxion Daily Semiconductor Bull 3X ETF, jumped 18% as semiconductor stocks rebounded on AI spending outlook, with Micron, Intel, and AMD each gaining more than 7%. The rally follows a shar…
SK Hynix controls roughly 56% of the global high-bandwidth memory market and is Nvidia's primary supplier of the memory chips essential for AI accelerators, making it the most critical player in the A…
Microchip Technology (Nasdaq: MCHP) demonstrated an end-to-end PCIe Gen 6 storage architecture combining its Switchtec PCIe Gen 6 switches with Micron 9650 NVMe SSDs at the 2026 Future of Memory and S…
Investor Michael Burry, famed for 'The Big Short,' appears to have profited from his June 30 bet against the iShares Semiconductor ETF (SOXX), which fell 21% to $505 by July 31 after he shorted it at …