A global memory chip shortage, driven by surging demand for AI data centers, is expected to persist through 2027, according to industry analysts cited by The New York Times. The shortage has pushed pr…
Micron Technology Inc. shares plunged 28.7% in July after a 600% gain over 12 months, then jumped 10% in a single day in early August, reflecting investor uncertainty about the AI memory trade. The co…
Apple faces its highest number of 'sell' ratings since shortly after Steve Jobs' death, as Jefferies downgraded the stock to 'underperform' with a price target cut from $285.56 to $263.66, citing canc…
Nvidia and South Korea's SK Group announced a partnership valued at over $500 billion to develop large-scale AI data centers, including a two-gigawatt facility powered by Nvidia's Vera Rubin chips and…
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…
SK Group is lobbying South Korean regulators to ease capital-raising rules so that Solidigm, its US-based NAND flash and enterprise storage unit, can pursue a Nasdaq listing, potentially raising $3.5 …
South Korea announced the creation of the Future Response Fund on July 5, a vehicle that will channel surplus semiconductor tax revenues into chips, physical AI, and AI data centers, as part of a broa…
Micron Technology Inc. trades at roughly 5.4x to 6x forward earnings estimates for fiscal years 2027 and 2028, a steep discount to the S&P 500's typical 20x multiple, as the market prices in fears of …
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…
South Korean President Lee Jae-myung is pushing to relocate the Gwangju Air Base, a joint US military facility, by mid-2028 to build a semiconductor megacluster, with Samsung Electronics and SK Hynix …
Taiwan Semiconductor Manufacturing Co. reported July sales rose about 45% year over year, its strongest monthly growth in a year, signaling that AI infrastructure spending is translating into real rev…
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…
South Korea's chip industry, which supplies about 80% of the world's high-bandwidth memory chips for AI systems, is reshaping the economy and society, with factory workers at Samsung Electronics and S…
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…
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…
Solidigm signed a multi-year contract with CoreWeave to provide priority access to its enterprise SSD capacity, a deal announced amid reports that Solidigm is pursuing a pre-IPO funding of up to $7.1 …
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…
The global computer microchip market is projected to nearly triple to $74.70 billion by 2035 from $30.03 billion in 2025, growing at 9.54% annually, according to SNS Insider data released via GlobeNew…