The RAM shortage could last years

According to Nikkei Asia, even as suppliers ramp up DRAM production, manufacturers are only expected to meet 60 percent of ...
Yicai Global

Global Smartphone Sales Dip in First Quarter as Rising Memory Costs End Growth Streak

Global mobile phone shipments slumped by between 4 percent and 6 percent in the first three months from a year ago, ending ...
The Motley Fool

Got $2,000? 2 Semiconductor Stocks to Buy Before the Memory Supercycle Peaks.

Micron Technology is benefiting from surging DRAM demand and prices, and is looking to lock in longer-term contracts. Sandisk is the best pure play for the NAND cycle and has a big new opportunity ...
federalnewsnetwork.com

Action needed to avoid memory loss

The worldwide shortage of memory chips, known as dynamic random-access memory (DRAM) and NAND flash memory, has been widely reported in the press. The shortage is largely driven by insatiable demand ...
Semiconductor Engineering

Oxide-Semiconductors For Gain Cell Memory Applications (SNU, KAIST)

Researchers from Seoul National University and KAIST published “Oxide Semiconductor Gain Cell-Embedded Memory: Materials and Integration Strategies for Next Generation On-Chip Memory”. “The data ...
CNN

AI is gobbling up the world’s memory chips, sending smartphone prices to record highs, report says

A global shortage in memory chips sparked by artificial intelligence has dealt a “tsunami-like shock” to the smartphone industry, pushing prices to all-time highs, according to a new report. A ...
Hosted on MSN

Samsung reclaims top spot in global DRAM market in Q4

SEOUL, Feb. 22 (Yonhap) -- Samsung Electronics Co. reclaimed the top spot in the global market for dynamic random-access memory (DRAM) in the fourth quarter last year, data showed Sunday. According to ...
SiliconANGLE

The memory supercycle is here — and the AI funding frenzy is pouring fuel on it

It’s another week in which the funding frenzy in artificial intelligence continues unabated, as World Labs Inc. and Ineffable Intelligence Inc. each raised $1 billion — the latter even before it has a ...
Los Angeles Times

AI giants are hoarding memory chips, pushing prices to hyperinflation levels

A growing procession of tech industry leaders, including Elon Musk and Tim Cook, are warning about a global crisis in the making: A shortage of memory chips is beginning to hammer profits, derail ...
Morningstar

Memory-chip stocks are still quite cheap - especially if you look overseas

Despite strong gains this year, Samsung Electronics and SK Hynix shares are even less expensive than their U.S. counterparts Samsung's memory products are expected to play a role in Nvidia's next ...
Rest of World

AI is dominating the world’s memory chips. That could make phones more expensive

The rapid expansion of artificial-intelligence infrastructure is triggering a global memory chip shortage, as factories prioritize chips for hyperscalers over the kinds used in laptops and smartphones ...