The global race to build AI data centres is draining memory chips from the consumer market. From smartphones to laptops, a shortage of memory chips is leaving phone and computer makers in a tight spot ...
Citi upgraded Intel to Neutral (PT $50) on AI/foundry upside and removed Micron as DRAM pricing momentum cools.
ASML Holding's IBM business is gaining momentum in 2025, driven by system upgrades, expanding EUV adoption, and rising ...
The memory specialist's growth rate is likely to accelerate as the year progresses, thanks to improving memory prices.
As tech giants continue hoarding memory chips to build their AI farms, and suppliers gleefully jack up their prices in turn, ...
Memory may not derail the AI boom, but it is increasingly likely to shape how fast it grows, who benefits first, and at what ...
Today, Jan. 2, 2026, Micron surges into 2026 as Bernstein points to AI-fueled memory demand. Micron Technology ( MU +10.45%), ...
Surging data centre investment by AI giants tightens RAM and NAND supply squeezing mid tier devices as makers weigh hikes ...
Sim Lim Square retailers told CNA that the current price hikes are among the highest they have seen in decades.
Moore's Law all but died. And the tech industry just ignored the question of infrastructure until it got too expensive to fix ...
For context, by the end of December, memory prices had more than doubled compared to their October levels. According to ...
ZDNET's key takeaways RAM allows computers run fast and optimally.16GB is now the standard for PCs and laptops.Heavy users may need more RAM. Know when to upgrade. I used to struggle when shopping for ...