Samsung Electronics executives said major memory customers are seeking longer-term supply commitments and pulling forward ...

The memory stocks just keep finding new ways to defy the laws of gravity, with the SanDisk (NASDAQ:SNDK), once again, leading the charge higher, with shares up more than 75% in the past month or about ...

Superchips are redefining the backbone of AI and computing, requiring more memory to meet increased demands. As AI models scale in size and complexity, the need for specialized solutions capable of ...

Across the Asia-Pacific region, adoption is accelerating in advanced manufacturing, smart logistics, and digital ...

Intel and SoftBank, through their joint venture Saimemory, are working on a new memory architecture aimed at addressing ...

Shares of Micron and Sandisk jumped after Melius Research said in a report that demand for memory will remain strong through ...

Apple A20 chip to skip TSMC's WMCM packaging due to DRAM shortages, impacting iPhone 18 flexibility, and the progression of ...

SK hynix (KOSE:A000660) has started mass production of 192GB SOCAMM2 memory modules for AI servers. The new modules are designed for NVIDIA's latest platform and tuned for large language model ...

AI-driven data-center buildout is lifting both DRAM and NAND demand, and Seagate’s strong print plus guidance is a direct ...

Samsung Electronics reported a sharp increase in first-quarter 2026 profitability, led by its semiconductor division, as ...

Sandisk represents a high-conviction AI re-rate candidate based on the emerging memory bottleneck in NAND storage. Click here ...

According to industry observers and supply chain experts cited by South Korean media outlets News1 and Dong-A Ilbo, the ...