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

Feb 5 (Reuters) - PC makers HP, Dell, Acer and Asus are considering sourcing memory chips from Chinese chipmakers for the first time amid a global supply crunch that is threatening product launches ...

Feb 5 (Reuters) - PC makers HP (HPQ.N), opens new tab, Dell (DELL.N), opens new tab, Acer (2353.TW), opens new tab and Asus (2357.TW), opens new tab are considering sourcing memory chips from Chinese ...

Micron Technology will invest around $24 billion in Singapore over the next decade. It’s another major investment as it looks to take advantage of the surge in demand for memory chips, but the company ...

The ongoing AI-fueled shortages of memory and storage chips has hit RAM kits and SSDs for PC builders the fastest and hardest, meaning it’s likely that, for other products that use these chips, we’ll ...

Elon Musk reiterated his call for Tesla to create a "Terafab" to meet his company's need for artificial-intelligence and memory chips, which will be needed to power everything from electric vehicles ...

Samsung is reportedly about to get the Nvidia nod for its high bandwidth memory (HBM) needs, specifically HBM4. According to Bloomberg, the Samsung Electronics division is in the final qualification ...

Samsung plans to start manufacturing HBM4 as early as next month and is expected to supply it to Nvidia, reported Reuters, citing a person familiar with the matter. The move marks a key step in ...

The intensifying memory shortage already has its winners. SK Hynix has raised its prices by as much as 70% compared to the final quarter of 2025. Micron has moved away from the consumer sector to ...