Micron, SK Hynix and Samsung Electronics — make up nearly the entire RAM market, and they're benefitting from this shortage.
Eye-watering DRAM prices are bad news for consumers and smartphone brands, but present an opportunity for Chinese firms led ...
A.I. companies are buying up memory chips, causing the prices of those components — which are also used in laptops and smartphones — to soar.
Let’s break down what’s happening with the main semiconductor equipment suppliers. The market for semiconductor equipment is ...
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America doesn’t need Nvidia chip deals with China — it needs to get tough on technology
A ‘chip-for-chip’ policy would guarantee a domestic market for American-made semiconductors. The United States just made a national-security decision that’s hard to square with decades of previous ...
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Jefferies analysts are big backers of the stock, with a "buy" rating and a $500 price target. "Sticking with AI into 2026 as ASICs inflect and hyperscaler capex accelerates," Jefferies' Blayne Curtis ...
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