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DRAM CHIP DELAY
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), ...
18 days. That's all it takes for a Samsung strike to crash the global AI chip market, and the whole world is holding its breathSamsung strike to crash the global AI chip market: The Samsung strike threatens global AI chip supply chains as 45,000 workers plan an 18-d...
Geopolitics, crude risk and the IT conundrum: Sridhar Sivaram on why investors may need to stay selectiveGeopolitical tensions in West Asia are creating market uncertainty, impacting energy supplies and capital flows. While Indian equities have...
Apple launches new MacBooks with M5 chips, bigger base storageApple has launched new MacBook Air and MacBook Pro models. These feature the latest M5 chips and offer more storage as standard. This move ...
Sony hikes guidance on strong games, music performanceJapanese giant Sony on Thursday hiked its full-year net profit forecast thanks to strong performances in its video games and music division...
Rising memory chip prices weigh down Dixon stockDixon Technologies' stock faces pressure from rising memory chip costs and upcoming regulatory changes. The company, a major Android handse...
Global memory-chip shortage sends prices soaring, strains tech industryA global memory-chip shortage is disrupting the tech sector as AI firms, smartphone makers, and electronics companies battle for limited su...
The AI frenzy is driving a new global supply chain crisisJapanese electronics stores have begun limiting how many hard-disk drives shoppers can buy. Chinese smartphone makers are warning of price ...
Samsung set for highest Q3 profit in three years as AI demand lifts chip pricesThe world's biggest maker of memory chips is projected to report an operating profit of 10.1 trillion won ($7.11 billion) for the July-Sept...
Samsung set for highest Q3 profit in three years as AI demand lifts chip pricesSamsung Electronics anticipates its highest third-quarter profit since 2022. Higher memory chip prices are driving this growth. This recove...
S&P 500 hits record high despite government shutdown: what’s driving Wall Street today?S&P 500 opened at a fresh record high on October 2, 2025, rising about 0.1% as investors. The market optimism is largely driven by the tech...
Nvidia supplier SK Hynix sees no AI chip oversupply as profit soars to recordSK Hynix has outperformed rivals Samsung Electronics and Micron Technology in recent quarters, as it has benefited the most from AI-driven ...
View: Nvidia isn't the only one getting a massive AI boostAmong those companies dwarfed by the $200 billion jump in Nvidia’s value are two of the most-important enablers of the AI revolution. Betwe...
As US eyes new China chip curbs, turmoil looms for global marketThe curbs would stop chipmakers like South Korean giants Samsung Electronics and SK Hynix from shipping new technology tools to factories t...
COVID-19: Micron Tech warns of DRAM chip delays due to China's Xian lockdownMicron, one of the world's biggest memory chip suppliers, said the stringent restrictions, which went into effect earlier this month, may b...
Samsung warns supply chain upsets may hit chip demand, profit at 3-year highSamsung said demand for server DRAM chips, which temporarily save data, and NAND flash chips that serve the data storage market, is expecte...
Samsung warns supply chain upsets may hit chip demand, profit at three-year highThe warning comes as producers of goods from televisions to cars have faced a host of supply chain issues ranging from a shortage of logic ...