A federal antitrust class-action lawsuit filed June 25, 2026 in the Northern District of California accuses Samsung, SK Hynix, and Micron of colluding to cut DRAM production, driving RAM prices up rou…
Apple faces ongoing RAM shortages and price hikes as AI demand devours consumer electronics memory supply, with analysts warning of an existential crisis for smaller tech firms. Memory manufacturers S…
The US and China are engaged in an AI-cybersecurity cold war, with open Chinese AI models advancing while US cyberweapons remain unavailable. South Korea plans a $590 billion investment in chipmaking …
Lenovo warned at ISC 2026 that memory prices will not return to 2024-2025 levels until around 2030, citing massive demand from AI and cloud companies for high-end memory. The company's 'RAMageddon Sur…
Goldman Sachs strategist Ben Snider estimates AI infrastructure stocks will contribute nearly 60% of S&P 500 EPS growth this quarter, with Nvidia, Micron, and Broadcom accounting for about 54% of tota…
Big Tech is pouring trillions into AI infrastructure, with JPMorgan raising its global AI capex estimate through 2030 to $5.5 trillion. Qualcomm and Micron are expanding into data centers and memory c…
Amazon Web Services raised prices for EC2 Capacity Blocks for ML by 20% starting in July, the second increase in six months, citing supply and demand for Nvidia GPUs amid a memory crunch. The hike aff…
A commentator argues that AI-driven productivity gains could drastically reduce the number of developers needed per app, leading to mass unemployment and collapsing valuations for AI chip companies li…
Apple is lobbying the Trump administration for permission to buy DRAM chips from ChangXin Memory Technologies, a Chinese manufacturer on the Pentagon's blacklist, to cut costs amid soaring DRAM prices…
Samsung Electronics and SK Group have pledged over 1,000 trillion won ($646 billion) over the next decade to build a massive semiconductor cluster in Gwangju, South Korea, aiming to dominate the AI me…
Micron, the Boise-based memory chip maker, has seen its market cap surge to nearly $1.27 trillion, briefly surpassing Meta and Tesla, as Wall Street bets on sustained AI-driven demand for its memory c…
At the Cannes Lions Festival, consumer executives from e.l.f. Beauty, Marriott, Gap, and Tapestry indicated that US consumers are feeling slightly better than in the first quarter and spending more br…
Wall Street analysts say the AI-driven stock market rally is not a bubble about to pop, despite surging costs and lofty valuations. Micron's blockbuster earnings reassured investors that AI spending r…
Investors face a busy week with the June jobs report, falling oil prices, and ongoing AI spending concerns. The S&P 500, Dow, and Nasdaq all edged lower on Friday, while markets await key economic dat…
Apple is lobbying the Trump administration for permission to buy cheaper DRAM from Chinese manufacturer ChangXin Memory Technologies (CXMT), which is blacklisted by the Pentagon. While CXMT offers up …
I prezzi delle RAM DDR5 sono aumentati vertiginosamente a causa della domanda di datacenter AI, che assorbe il 70% della produzione mondiale di DRAM. Analisti di Gartner, IDC, TrendForce e Counterpoin…
Supermicro showcased its Super AI Station, a DGX Station system powered by NVIDIA's GB300 Grace Blackwell chip, at Computex 2026. The liquid-cooled desktop features 252GB of GPU memory, 496GB of CPU m…
Apple raised prices on several MacBook and iPad models by up to $300, citing a surge in memory and storage component costs driven by AI data center demand. Memory prices have roughly quadrupled over t…
Apple has raised prices across its product lineup, including the MacBook Pro, iPad Air, and HomePod Mini, citing increased costs driven by the AI industry's demand for memory chips. The company blames…
A developer reports that the AI arms race is driving up memory chip prices and diverting supply away from consumer electronics. Samsung, SK Hynix, and Micron are pivoting production to high-bandwidth …