For most of its existence, CXMT bled cash. Today, it’s the king of Chinese chip makers. Learn just how big some analysts think this DRAM darling could grow.

South Korea semiconductor exports in July 2026 revealed AI's binding architecture signal: memory up 276.9%, logic down 0.7%.

Technology expert and consultant Tamar Toledano is examining the severe structural shortage gripping the global memory market ...

Surging AI demand is driving up memory chip prices and squeezing supplies available to consumer electronics makers. Morgan Stanley expects the crunch to push PC and smartphone inflation significantly ...

Festive sales are usually the perfect excuse to finally upgrade your smartphone or laptop. But this year, a global ...

The AI boom has fueled dozens of new startups and minted a new class of billionaires. It has also produced a serious shortage of memory chips — a critical component for compute-hungry AI models — ...

Apple is reportedly racing to secure DRAM for the iPhone 18 Pro and foldable iPhone as a memory shortage threatens to tighten launch supply.

Over the past year, AI data center expansion has heightened demand in the United States for the most advanced high-bandwidth memory (HBM) chips, creating adverse effects across the broader memory chip ...

The biggest chokepoint in the AI boom is memory, says SpaceX chief executive As one of the largest incremental buyer of compute through SpaceX, Elon Musk is well-positioned to comment on demand for ...

Chip stocks around the world sold off sharply, the latest chapter in the monthslong jitters surrounding artificial intelligence, memory and chip stocks.

Computer memory prices are skyrocketing and subverting a time-tested theory that says this should not be happening.

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