As memory prices keep climbing, understanding AI-driven demand, US–China controls, and input costs is essential for ...

Counterpoint Research is sounding the alarm over a problem that usually doesn’t get much attention outside component procurement teams: memory pricing for broadband gear has spiked hard, and telcos ...

Lenovo’s CEO admits rising memory costs could slow PC sales despite hitting record revenue and expanding AI server business ...

The Google Pixel 10a launches soon, and despite the challenges and growing expectations, it's a surprisingly well-positioned mid-range smartphone.

Sandisk (SNDK) rated Sell: peak margins from tight NAND supply may fade; limited volume upside and high ASP risk.

ByteDance has entered talks with Samsung to manufacture custom AI chips as US export controls push the TikTok parent toward ...

NVIDIA’s Rubin platform could accelerate HBM4 adoption as Samsung, SK Hynix, and Micron finalize validation by 2Q26.

Q4 2025 earnings call recap: revenue $1.47B, margin expansion, 2026 guidance, $50M buyback, and semiconductor risks—read now.

Per-stack total memory bandwidth has increased by 2.7-times versus HBM3E, reaching up to 3.3 Tb/s. With 12-layer stacking, Samsung is offering HBM4 in capacities from 24 gigabytes (GB) to 36 GB, and ...

Amazon’s $200 billion allocation is 52% greater than last year and surpasses the combined spending of Google and Microsoft in ...

Memory chips are a key component of artificial intelligence data centers. The boom in AI data center construction has caused a shortage of semiconductors, which are also crucial for electronics like ...