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DRAM SHORTAGE
Samsung plans $1.5 billion chip testing plant in Vietnam, document showsSamsung Electronics is investing $1.5 billion in Vietnam to build a new semiconductor testing plant, set to begin operations in November 20...- What are Samsung union workers demanding and how might a strike play out?Samsung Electronics faces its worst-ever strike as nearly 48,000 workers threaten an 18-day walkout over bonus payouts. The union demands t...
- Micron urges Indian firms to plan ahead as AI memory crunch set to deepen through 2028A top Micron executive warns the global semiconductor memory shortage, fueled by the AI boom, is severe and could extend beyond 2028. India...
- US Stock Market: AI-fueled memory supercycle boosts chip stocks while hardware companies struggleThe AI boom is causing a global memory chip shortage. This is creating winners among chip makers like Micron and Samsung, whose shares are ...
- Electric two-wheeler makers brace for raw material price hikes, AI infra pressureElectric two-wheeler manufacturers are facing significant margin pressure and potential price hikes due to soaring raw material costs and s...
- Global headwinds put electric bike companies on price hike pathElectric two-wheeler companies are feeling the pinch. Rising raw material prices and supply chain issues are impacting profits. Companies l...
- Micron stock price surges toward $800 and Deutsche Bank says $1,000 is next — Is MU stock rally about to crack or keep climbing?Micron stock surged 6% to $790 on May 11, hitting a 52-week high of $818. Deutsche Bank raised its price target to $1,000. DRAM revenue exp...
- Samsung reaches $1 trillion valuation: What’s fuelling the AI chip surge?Samsung Electronics has crossed a $1 trillion valuation. This milestone is fueled by strong demand for AI chips. The company is a major sup...
- From Chips to Champions: How AI propelled Samsung to $1 trillion clubSamsung Electronics’ rally is being driven by strong AI-led demand for memory chips, boosting earnings and investor sentiment. The semicond...
- Samsung, Apple outpace rivals as global memory chip crunch hits Chinese smartphone makersA global memory chip shortage is impacting smartphone makers. Samsung and Apple are growing their market share. Chinese companies like Xiao...
- Trip down memory lane: Module price rise could moderate in H2The new projections counter previous estimates about memory prices continuing to peak every quarter for consumer electronics brands. They f...
- Samsung flags eightfold jump in Q1 profit as AI chip demand drives up pricesSamsung estimated an operating profit of 57.2 trillion won ($37.92 billion) for the January to March period, compared with an LSEG SmartEst...
- Samsung Electronics likely to report surge in quarterly profit to record levelSamsung Electronics is expected to book a six-fold jump in operating profit for January-March - a quarterly record and just shy of what it ...
- SK Group chairman says wafer shortage to last until 2030, trying to stabilise memory pricesSpeaking to reporters on the sidelines of Nvidia's GTC Conference in San Jose, California, Chey said that SK Hynix is reviewing a potential...
- Rampant AI demand for memory is fueling a growing chip crisisTech giants are sounding the alarm over a critical memory chip shortage, impacting everything from smartphones to cars. Companies like Appl...
- Apple warns memory costs are starting to bite as Samsung, SK Hynix prioritise AI chipsApple will likely need more and more memory chips as demand for its latest iPhone 17 has surged, especially in China and India. Cook called...
- Micron says ‘unprecedented’ memory shortage to last beyond 2026High-bandwidth memory required to make artificial intelligence accelerators is “consuming so much of the available capacity across the indu...
- AI gobbling up memory chips essential to gadget makersAt the Consumer Electronics Show, gadget makers warned of a global DRAM shortage driven by booming AI demand. Memory prices are soaring, bo...
- 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...
- Chip crunch: how the AI boom is stoking prices of less trendy memoryThe unexpected ripple effect of the AI boom is giving a much-needed boost to memory chipmakers, including Samsung Electronics, which has la...
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