The U.S.-Israeli war with Iran, now in an unstable ceasefire, has exposed a structural failure in the global semiconductor ...

Explore Roundhill’s new memory chip ETF: 50% revenue screen targets true DRAM/NAND makers, 2026 shortages boost prices—see if ...

TL;DR: DRAM contract prices are expected to rise 58-63% in Q2 2026 due to high-capacity RDIMM demand for AI, despite recent DDR5 price drops. Limited GDDR6/7 supply will increase GPU memory costs, ...

Cloud hyperscalers continue to buy large amounts of RAM and SSDs. Prices are therefore expected to rise unchecked in the coming months. The tense global political situation has so far had no impact on ...

Samsung Electronics was tallied to have taken the global No. 1 spot in the memory chip business in the first quarter of this year with $50.4 billion (about 75.5 trillion won). According to market ...

Dylan Patel, founder and chief analyst at SemiAnalysis, laid out a blunt thesis on the Invest Like the Best podcast (EP.468): ...

Take flash-based memory cards, for example. Building on data from a PCWorld investigation, Tom's Hardware recently found that ...

DRAM decides how your drive actually performs under pressure.

AI and edge computing demand is accelerating, prompting industrial memory module maker Innodisk to project strong growth through 2026. Chairman and president Randy Chien said NAND Flash prices remain ...

AI-driven demand is tightening global memory supply, pushing NAND flash and server DRAM into shortages, price hikes, and capacity constraints. Server memory demand is expected to grow more than 40% in ...

RAM prices have surged dramatically, driven by AI demand and supply constraints. Here’s what’s behind the spike, how long it ...