CONVERGE LIVE - Singapore, 22-23 April 2026. Request invitation. Micron plans a $24 billion expansion in Singapore to boost NAND supply amid global memory shortages. AI-driven demand is straining ...
If you had put all your savings into a few pallets of computer memory chips a year ago, you’d have at least doubled your money by now. And prices are projected to continue their meteoric rise.
After a recent Asia trip, KeyBanc analyst John Vinh updated several semiconductor ratings and forecasts, pointing to hyperscaler-driven demand that is tightening memory supply and reshaping winners ...
The ongoing DRAM and flash memory / SSD shortage shows no signs of alleviating, with memory vendors telling PCWorld that the shortages in both markets will continue to drag on for months, even years.
TL;DR: Micron warns that DRAM memory shortages will persist until at least 2028 due to lengthy fab expansions and stringent AI technology demands. Despite significant investments, meaningful ...
The world needs a lot more memory chips and hard drives. The companies making those products have very good reasons not to rush the job. The boom-and-bust memory business has been enjoying its biggest ...
This year, there won't be enough memory to meet worldwide demand because powerful AI chips made by the likes of Nvidia, AMD and Google need so much of it. Prices for computer memory, or RAM, are ...
Forbes contributors publish independent expert analyses and insights. This is the second in a set of four blogs about projections for digital storage and memory for the following year that we have ...
BEIJING, Dec 31 (Reuters) - China's leading maker of DRAM chips, ChangXin Memory Technologies (CXMT) Corp, said on Tuesday it plans to raise 29.5 billion yuan ($4.22 billion) through an initial public ...
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 ...
The world has a memory problem, thanks to artificial intelligence. The explosion in AI-related cloud computing and data centers has led to so much demand for certain types of memory chips that now ...
Sorry folks, but ASUS is not likely to save us from the current DRAM crisis that is expected to not only persist through all of next year, but potentially far beyond. Rumor has it that ASUS is toying ...