NAND memory has flipped from afterthought to headline story in a matter of months, even as global chip sales start to cool at ...

AI data center demand is diverting DRAM and NAND supply, pushing up prices for cameras, storage, PCs, and creative workflows ...

At CES 2026, sleek new laptops dazzled—but soaring memory costs driven by AI chip demand threaten to make everyday PCs ...

The trillion-dollar club features three artificial intelligence (AI) chip stocks, and another could soon join the ranks.

AI memory chip shortage in 2026–27 could boost Micron (MU) and Sandisk (SNDK) earnings, impacting PC/smartphone prices.

With firms looking increasingly unable to buy more memory chips, squeezing every last drop of performance from existing ...

The global memory chip shortage is deepening in early 2026, as relentless AI-driven demand strains supply chains and begins to reshape market winners and losers, Oxford Economics warns.

Micron hits record AI-driven revenue, but peak-cycle pricing, rich valuation, and $20B FY2026 CapEx raise oversupply risk.

And we're unlikely to see supply improve until 2027 at the earliest.

SanDisk shares are trading lower Thursday morning, easing after a run that has seen the stock surge more than 1,100% since ...

NAND flash technology is on a roll with advancements in cell structure and the subsequent boost in storage density. That allows this non-volatile-memory (NVM) chip to deliver faster throughput and ...

SK Hynix Inc.’s shares slid after record quarterly results failed to impress investors grappling with stagnant smartphone demand and questions about AI spending in 2025.