US Commerce Secretary Howard Lutnick says major memory chipmakers could either pay 100 per cent tariff or build their ...

When Google recently announced plans to build three new data centers in Texas to support its expanding AI workloads, more attention was paid to the eye-watering $40 billion price tag than to the ...

For anyone who’s been paying attention over the past few months, it’s no surprise that the AI-driven memory chip shortage is pushing up prices on consumer electronics, and that those increases aren’t ...

Micron has been in the spotlight, but another company is also benefiting from the memory boom. Lam Research stock has more than doubled in 2025, and it still trades at a reasonable valuation. This ...

Applied Materials AMAT is seeing improving conditions in the Dynamic Random Access Memory (DRAM) market, which could support its next phase of growth. While overall spending on semiconductor equipment ...

Once a low-cost commodity underpinning global computing, dynamic random-access memory (DRAM) has become a strategic chokepoint as AI-driven demand reshapes supply chains. With prices rising and ...

We see Micron Technology as a strong supplier of memory chips, but we don’t believe the firm holds an economic moat. Micron benefits from large scale, being the fifth-largest chipmaker in the world, ...

Walk into any modern AI lab, data center, or autonomous vehicle development environment, and you’ll hear engineers talk endlessly about FLOPS, TOPS, sparsity, quantization, and model scaling laws.

SK Hynix is reportedly looking to establish a low-power wafer factory for memory chip production as the Korean firm forecasts memory supply chain issues until 2028. A report from Chinese site EEWorld ...

Higher-performance computer processors are capable of using more memory. In turn, this is creating unanticipated demand for computer memory. Micron’s newfound pricing power is likely to last longer ...