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Companies making memory chips and storage drives are seeing huge demand, but won't rapidly boost production, even with severe ...

AI is straining DRAM, NAND and storage supply, boosting prices and profits as makers stay disciplined on new capacity.

Its growth rate for its most recent period (which ended on Nov. 27, 2025) was 57%, and with some terrific profit margins of ...

A severe market shortage accompanied by sky-high prices would normally compel manufacturers to sharply boost their production. But memory companies have been burned by sharp price swings in the past ...

Samsung confirms "inevitable" price increases. The real concern is what this means for Samsung's upcoming Galaxy S26 deals.

AI is causing a memory shortage. Why producers aren’t rushing to make a lot more. The world needs a lot more memory chips and ...

US stocks outperformed ASX shares in 2025, but the stronger Aussie dollar eroded returns for iShares Core S&P 500 AUD ETF ...

AI-driven memory and storage shortages may push DRAM up 50%+ in 2026, aiding Micron, Sandisk, Nvidia and more while ...

Japanese semiconductor equipment maker TEL is ramping up investments to capitalize on a supercycle in memory demand driven by ...

At the opening of his keynote, Nvidia CEO Jensen Huang delivered a stark message: the world's US$10 trillion computing ...