(Bloomberg) --A growing procession of tech industry leaders including Elon Musk and Tim Cook are warning about a global crisis in the making: A shortage of memory chips is beginning to hammer profits, ...
There's a bottleneck in the AI boom that won't be solved anytime soon. AI workloads require immense amounts of dynamic random access memory (DRAM), high-bandwidth memory (HBM), and "NOT AND" (NAND) ...
Qualcomm dropped as the chipmaker issued lackluster guidance due to the ongoing memory chip shortage. The company topped fiscal first-quarter estimates but issued lighter-than-expected guidance.
Chinese memory firms GigaDevice Semiconductor and Montage Technology have emerged as new heavyweights in the domestic semiconductor industry, as these companies founded by US-returned Chinese ...
Micron publicly stated the company is "sold out" of memory for all of 2026. Western Digital recently authorized a $4 billion stock buyback. SanDisk crushed its latest earnings, which sent the stock ...
Memory, especially High Bandwidth Memory, plays an important role in ensuring AI workloads run efficiently and fast, reducing latency. With the surge in demand, memory prices have skyrocketed, causing ...
SoftBank unit Saimemory and Intel team up on new memory tech aimed at AI and high-performance computing. Prototypes are planned for 2028, with commercialization targeted for fiscal 2029. Energy ...
The AI boom — and the buildout of data centers — is fueling a memory chip crisis that’s having a widening impact on consumer electronics makers. Companies like Google and OpenAI are taking up an ...
PC makers HP, Dell, Acer and Asus are considering sourcing memory chips from Chinese chipmakers for the first time amid a global supply crunch that is threatening product launches and pushing up costs ...
Premiumization and in-house chip strategies favor Apple (AAPL), Samsung Electronics (SSNLF), and Google (GOOG) (GOOGL) as System on Chip, or SoC, market dynamics shift amid memory and storage becoming ...
The Nintendo Switch 2 and an artificial intelligence data center don’t look remotely alike. Yet they depend on the same crucial component—dynamic random-access memory, or DRAM. It is the fast-working ...
Lenovo Group, the world’s largest personal computer (PC) maker, warned of the “prolonged impact” of a global memory crunch after reporting a 21 per cent profit drop in the December quarter, while ...
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