HP was hit with back-to-back downgrades. Barclays turns bearish, warning of structural PC weakness, rising memory costs, and no clear catalysts ahead. CFRA flags margin pressure from unprecedented ...

Samsung Electronics Co.’s quarterly profit more than tripled to a record high after global demand for AI servers sharply lifted memory chip prices. South Korea’s largest company reported a preliminary ...

Samsung Electronics (SSNLF) and SK hynix (HXSC.F) are looking to raise prices for server memory by up to 70% in the first quarter, while a surging demand in AI impacts global supply, The Korea ...

To address the ongoing memory crisis, ASUS is reportedly planning to enter the DRAM manufacturing market by the second quarter of 2026. By establishing its own production lines, the tech giant aims to ...

After the release of November monthly sales from several Taiwan-based tech suppliers, investment firm Wedbush Securities said server and memory components continued to show exceptional strength.

Dec 22 (Reuters) - Videogame console sales were already under pressure owing to tariff turmoil and weak consumer spending. Now a surge in the prices of memory chips is threatening to make the devices ...

A total addressable market is a forecast of what will be sold – more precisely, what can be manufactured and sold. It is not a forecast of aggregate demand, which can be even larger as the backlogs ...

TL;DR: SK hynix's new 256GB DDR5 RDIMM server memory modules, based on 32Gb DRAM, are officially verified for Intel's Xeon 6 platform, delivering up to 16% better inference performance and 18% ...

The gaming world faces an unexpected crisis this holiday season. Memory module prices have skyrocketed so dramatically that a 64GB DDR5 kit now costs as much as a PlayStation 5 Disc Edition. Between ...

Counterpoint warns that DDR5 RDIMM costs may surge 100% amid manufacturers’ pivot to AI chips and Nvidia’s memory-intensive AI server platforms, leaving enterprises with limited procurement leverage.

Driven by the explosive demand for artificial intelligence, server memory could double in price by late 2026. The disruption originates from two prime sources: a recent shortage of DDR4/DDR5 legacy ...