Micron, which has undertaken a $200B US expansion, says it can currently meet about 50% to 66% of demand for some key customers, as AI drives memory chip demand
For decades, memory chips were low-margin commodity products. Now the industry can't make enough to satisfy data centers' hunger.
Samsung says it sent the first commercial HBM4 shipments to customers; Samsung seeks to supply Nvidia and compete with memory rivals like SK Hynix and Micron
Samsung Electronics Co. claimed an early lead in the race to supply memory chips for Nvidia Corp. AI accelerators …
A profile of South Korea's SK Hynix, a once unloved memory chipmaker that now enjoys 58% operating margins and a ~$438B market cap amid the global HBM shortage
Once unloved SK Hynix is enjoying 58% operating margins amid a global shortage of memory chips
Sources: Nvidia delays the release of its incremental gaming GPU upgrade, codenamed Kicker, marking the first year in three decades without a new GPU for gaming
Nvidia won't release a new graphics chip for gamers this year due to a deepening global shortage of memory chips …
Sources: HP, Dell, Acer, and Asus are considering sourcing memory chips from Chinese chipmakers, a first; HP and Dell are qualifying DRAM products from CXMT
TAIPEI — Leading PC makers HP, Dell, Acer and Asus are considering sourcing memory chips from Chinese chipmakers for the first time amid …
Sources: Reno-based chip startup Positron raised a $230M Series B from the QIA and others to build high-speed memory chips, taking its total funding to $300M+
Semiconductor startup Positron has secured $230 million in Series B funding, TechCrunch has exclusively learned.
TrendForce: data centers will use 70%+ of the high-end memory chips all manufacturers will produce in 2026, with little new manufacturing capacity until 2027
AI companies' need for a type of once-affordable microchip threatens to drive up prices of all electronics—and limit data-center ambitions
TrendForce: data centers will use 70%+ of the high-end memory chips all manufacturers will produce in 2026, with little new manufacturing capacity until 2027
AI companies' need for a type of once-affordable microchip threatens to drive up prices of all electronics—and limit data-center ambitions
Despite dire projections of PC and phone memory shortages, producers like Micron will proceed cautiously in adding new capacity, ever mindful of past downcycles
Sandisk, Western Digital, Seagate and Micron need to keep undershooting demand — The world needs a lot more memory chips and hard drives.