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AI MEMORY CRISIS
AI is driving up memory prices. So why is Sam Altman questioning your PC's RAM?OpenAI CEO Sam Altman has questioned the need for large amounts of RAM in personal computers, arguing that much of the memory remains unuse...- Infosys, TechM, TCS, other IT stocks plunge up to 5%, extend losses as global AI trade rebounds. What lies ahead?Indian IT stocks fell sharply on Wednsday as renewed optimism around the global AI trade weighed on sentiment. Strong earnings from SK Hyni...
- Smartphones need some new smart sellIndia's smartphone sales are in a slump, mirroring a global decline. Consumers are increasingly opting to hold onto their devices longer, w...
- Have Money, Will Buy! Festive online sales off to fine 'premium' startDuring the festive season, demand for premium goods has seen significant growth on e-commerce platforms. Sales have increased by 40% compar...
- Global Market: AMD to increase AI chip supply substantially in 2027 to meet rising demandAMD plans to substantially increase chip supplies in 2027 as demand for AI processors accelerates. CEO Lisa Su is working with key supplier...
- Why is France at the centre of a bond market storm?Recent trends show French government bonds, referred to as OAT, experiencing yields surpassing 5% amidst investor apprehension. The recent ...
- Trump has just fired the starting gun on a new Cold War with ChinaThe US-China AI race is increasingly taking on the character of a Cold War-style strategic contest, with artificial intelligence becoming l...
- iPhone 18 Pro Max review: Built for creators, refined for everyoneThe iPhone 18 Pro Max focuses on practical upgrades for creators, with a variable-aperture camera, stronger sustained performance and longe...
- Equity market correction nears 2 years: What history tells investors and what should they do - hold, buy or exitIndian stock markets have languished with nearly two years of stagnant returns since late 2024. This lengthy phase of sideways trading serv...
- AI's left hand begins to take away jobs before its right hand canIn response to soaring chip prices, Samsung India is downsizing its electronics division. The burgeoning demand for specialized chips fuele...
- Electronics makers turn to cheaper materials and localisation as commodity costs biteElectronics producers are adapting to rising costs by innovating their material choices and enhancing local manufacturing efforts. In place...
- Mobile, car, electronics makers to keep price hikes minimal to protect festive demandManufacturers will slightly increase product prices over the next fortnight. This move aims to protect crucial festive season demand and sa...
- 'Many deals over $10 billion amid conflicts... this is astonishing': JPMorgan chief Anu AiyengarDeal-making momentum is driven by available financing and open markets, while M&A activity focuses on large strategic deals. Private credit...
- Sridhar Vembu explains why phones and laptops are getting expensive in 2026Zoho founder Sridhar Vembu has warned that the massive AI investment boom is pushing up the cost of memory and other technology components,...
- Jefferies’ Chris Wood spots a hidden risk in Big Tech’s $165 billion AI capex raceBig Tech’s AI capex surge is putting pressure on free cash flow, with Microsoft, Amazon, Alphabet and Meta spending $165 bn in Q2 against j...
- Korean stocks rise 22% in 10 days as chip rally regains steamThe benchmark Kospi gained as much as 4.8% on Thursday, extending its gain from a July 30 low to around 22%. Heavyweight memory chipmakers ...
- Chip stock rout deepens: SOX in bear mode as Nvidia, Micron, SK Hynix lead lossesSemiconductor stocks have seen a significant market capitalization drop recently. Investors fear an artificial intelligence bubble and Chin...
- Don't let AI chip off the old blockThe soaring demand for memory chips driven by artificial intelligence is leading to significant shortages that are affecting various indust...
- AI demand to keep memory tight through 2027, chipflation to squeeze consumer hardware and cloud costsMemory storage is set to remain a structural bottleneck through 2027 as AI demand continues to absorb Dynamic Random-Access Memory (DRAM), ...
- Samsung Electronics apologises for disappointing profit as it struggles in AI chipsSamsung Electronics' third-quarter profit is expected to be lower than anticipated due to delays in AI chip production and increased compet...
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