Morning Overview on MSN
This Chinese challenger is coming for the memory-chip giants worldwide
China’s memory industry is no longer a distant follower. It is now fielding a pair of aggressive specialists that are ...
The Register on MSN
Mem-ageddon: AI chip frenzy to wallop DRAM prices with 70% hike
Samsung and SK hynix readying another gouge as server silicon squeeze leaves PCs and phones out in the cold Memory prices are ...
Driven by the AI boom, global computer memory prices have entered a record growth cycle, with DRAM increases outpacing gold ...
Samsung Electronics and SK hynix face surging demand as Apple, Google, Microsoft, Nvidia and Amazon scramble for DRAM amid a ...
As AI companies snap up memory chips, smartphone and PC makers face higher costs and tighter supply — which could lead to ...
Cryptopolitan on MSN
Chip stocks Intel, AMD, and Micron get price target boosts from Wall Street ahead of earnings
Wall Street analysts are raising price targets on chip stocks Intel, AMD, and Micron as earnings season once again dawned ...
According to Korean sources, Samsung and SK Hynix are more than willing to raise memory chip prices while the AI-driven financial bubble continues. Both companies are ...
Applied Materials gets price target hikes from Stifel and RBC Capital on strong DRAM positioning, attractive valuation, and ...
Free Malaysia Today on MSN
AI gobbling up memory chips essential to gadget makers
As devices from toys to cars get smarter at the Consumer Electronics Show, gadget makers are grappling with a shortage of ...
Micron reported strong results as demand for high-bandwidth memory (HBM) chips explodes. DRAM pricing is also strong as manufacturers prioritize HBM chips destined for AI accelerators. Investors ...
MU is riding on an AI-fueled DRAM boom as higher memory content, pricing gains and tight supply drive revenue growth.
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