The intensifying memory shortage already has its winners. SK Hynix has raised its prices by as much as 70% compared to the final quarter of 2025. Micron has moved away from the consumer sector to ...

Micron stock rose 8% on Friday. The company is one of the makers of memory and storage for AI systems, and its shares are up 52% over the last month, as memory is in a worldwide shortage and seeing a ...

Global memory markets are expected to remain tight through 2026 as aggressive spending by cloud service providers (CSPs) on AI infrastructure continues to outstrip supply growth for both DRAM and NAND ...

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 ...

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 ...

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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.

BEIJING, Nov 19 (Reuters) - Nvidia's (NVDA.O), opens new tab move to use smartphone-style memory chips in its artificial intelligence servers could cause server-memory prices to double by late 2026, ...

Microsoft SQL Server 2025 finally hit general availability today, following a private preview a year ago and a public preview back in May. That said, the AI-focused release is still in a public ...

What just happened? SK Hynix says it has already sold out next year's supply of its key semiconductor products, driven by intense demand for high-performance memory chips for artificial intelligence ...

Smartphone prices are set to rise significantly in 2026 due to the hidden cost of the AI boom. Demand for HBM server memory is causing a severe production shortage of LPDDR5x (smartphone RAM).

The big picture: The AI boom is driving DRAM demand to record highs, and the market is struggling to keep up. According to a new report from DigiTimes, leading cloud service providers in the US and ...