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 ...
The supply shortage of the RAM needed to build phones and PCs isn’t going away. But a few companies have a plan to solve it.
Micron says the AI-driven memory-chip shortage is worsening and may last beyond 2026, boosting MU/NVDA supply chain focus.
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 ...
Sandisk, Western Digital, Seagate and Micron need to keep undershooting demand.
There’s only so much RAM to go around, and with data centers seen as the priority, smartphone and laptop makers may have to raise prices to compete. The stock prices of RAM and NAND manufacturers ...
The Spectre and Meltdown vulnerabilities in 2018 exposed computer memory as an easy target for hackers to inject malicious code and steal data. The aftermath spurred the adoption of memory-safe chips ...
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