AI Drives Memory Supply Crunch, New Investment Theme
The AI revolution is fueling unprecedented demand for memory and storage, creating a supply crunch and reshaping investment opportunities in global markets.
Category : Search result: DRAM
AI Boom to Cause 55% RAM Price Surge in 2026
The AI boom is triggering a global memory crisis. With Nvidia, AMD, and Google cornering HBM supplies, regular DRAM prices could surge 50-55%, making devices costlier. Read the full analysis.
AI Boom Causes Memory Chip Shortage, Prices Soar
The AI infrastructure boom is causing a severe memory chip shortage, driving up prices. But producers like Micron and Seagate are hesitant to ramp up production. Read why.
AI Demand to Spike RAM Prices by 55% in 2026
A critical RAM shortage, fueled by AI demand from Nvidia and Google, may drive memory prices up by 55% in 2026, impacting all computing devices. Get the full analysis.
Samsung Q4 profit triples to record $13.8 bn on AI chip demand
Samsung Electronics forecasts a record quarterly operating profit of 20 trillion won, nearly triple from last year, driven by soaring AI memory chip prices. Read more on the global chipmaker race.
Micron India's 4000-Strong Team Drives Chip Design & AI
Micron India leverages local talent & govt support to shape India's semiconductor hub ambitions. MD Anand Ramamoorthy details R&D, skilling, and the 5-year vision. Read more.
Asus Denies DRAM Factory Rumours Amid Price Surge
Asus officially denies plans to build its own DRAM fabs as memory prices quadruple. Learn how the AI-driven shortage impacts PC costs and supply.
Samsung 10nm DRAM Tech Leak: 10 Ex-Employees Arrested
South Korean prosecutors arrest 10 former Samsung employees for leaking critical 10-nanometre DRAM technology to China's CXMT, causing massive losses. Read the full investigation details.
Samsung Overtakes SK Hynix as Global DRAM Leader
Samsung Electronics is set to reclaim the No. 1 spot in the global DRAM market by revenue in Q4 2024, driven by a projected operating profit exceeding $12.2 billion. Discover the AI chip battle details.
AI Chip Shortage Sparks Global Tech Crisis, Prices Soar
A severe global memory chip shortage is disrupting tech. AI demand has slashed stockpiles, doubled prices, and threatens phones, PCs, and data centers. Read the full analysis.
Micron Ends Crucial Brand, Consumer RAM & SSD Supply to Stop
Micron is shutting down its Crucial consumer memory brand, halting RAM & SSD sales to PC users by 2026 to focus on lucrative AI data centers. This leaves Samsung & SK Hynix dominating 70% of the market. Read the full story.
Page 1 of 1