The global memory chip shortage is deepening in early 2026, as relentless AI-driven demand strains supply chains and begins to reshape market winners and losers. In a research note released Friday, ...
Memory shortage could delay AI projects, productivity gains SK Hynix predicts memory shortage to last through late 2027 Smartphone makers warn of price rises due to soaring memory costs Dec 3 (Reuters ...
Micron is well-positioned to benefit from surging AI datacenter memory demand, driven by high-performance HBM products and tight DRAM supply. AI model complexity, larger context windows, and the rise ...
The memory giant projected an operating profit of 20 trillion won for the final quarter of 2025. That came as memory prices surged an estimated 40%-50% in the quarter of 2025. Samsung still lags SK ...
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