Apple’s sweeping global price hikes on Macs and iPads are being driven by a dramatic surge in AI memory and storage costs, ...
As artificial intelligence pushes semiconductor performance to new limits, chipmakers are increasingly turning to advanced packaging to overcome challenges that traditional chip design alone can no ...
Discover how surging demand for AI memory chips is driving ‘chipflation,’ reversing decades of falling DRAM prices and pushing up the cost of smartphones, PCs and cloud services, as Morgan Stanley ...
AI data center demand is tightening memory chip supplies, forcing manufacturers to prioritize AI hardware over consumer devices and raising concerns about higher prices and future shortages.
Some analysts expect the global memory chip demand to “overwhelm supply for at least 3-5 years”, while a chip manufacturer is ...
Two chipmakers recently surged in value, both crossing the trillion-dollar valuation line within a day of each other. It's another unexpected gold rush, thanks to the AI boom. South Korean company SK ...
The cost of memory as a percentage of the total cost of a low-end phone has surged from under 10% to over 40% now. Like phones and laptops, rising memory costs could end up impacting other electronic ...
DRAM surged 150% YTD since its April 2026 launch, as HBM chip demand powers AI's leap from theory into real-world applications. DRAM's 150% gain dwarfs SMH and SOXX, but its concentration in just 15 ...
Samsung and the memory chip cohort, riding a euphoric wave of HBM pricing and AI memory demand, have become the loudest trade in tech right now. But the smarter seat is upstream, at the equipment ...
This voice experience is generated by AI. Learn more. This voice experience is generated by AI. Learn more. TOPSHOT - This photograph shows a figurine in front of the logo of the US artificial ...
The American chip maker laid off 15% of its workforce in 2023; here’s a look at who its employees are and where they’re located in 2026.