The companies that make RAM and flash memory chips are enjoying record profits because of the AI-induced memory crunch—and they’re also indicating that they don’t expect conditions to improve much if ...

DDR3 seemed plenty fast when it first showed up 19 years ago. Who could say no to 6400 Mb/s transfer speeds? Of course ...

Micron Technology, Inc.'s valuation is stretched, competitive catch-up looms & cyclical risks threaten long-term returns.

Kingston placed 28th on Forbes’ 2025 ranking of America’s Top Private Companies, as well as being the top entrant in the ...

With the DRAM shortage already making memory upgrades prohibitively expensive, high-end SSD prices have also spiked in recent weeks. This surge is being driven by the ...

They can pay a 100% tariff, or they can build in America. That’s industrial policy.” The DRAM and NAND flash industry is ...

Micron says the AI-driven memory-chip shortage is worsening and may last beyond 2026, boosting MU/NVDA supply chain focus.

AMD’s 2026 PC strategy focuses on incremental CPU updates, price-to-performance GPUs, and cautious AI upscaling.

AI companies’ need for a once obscure and affordable type of microchip threatens to drive up prices of all electronics—and ...

Big Tech’s AI-fueled memory shortage is set to be the PC industry’s defining story for 2026 and beyond. Standalone, direct-to ...

ComputerBase finds that popular high-capacity HDDs are now almost 50% more expensive than they were just four months ago.

Fair, reasonable conversations could be had about AI growth. That’s not what the public’s being asked to participate in.