In China’s spot market, vendors are quoting prices that put a box of 100 high-capacity DDR5 server memory modules at roughly ...
The value of servers shipped is also increasing, driven by the shift to AI servers that feature expensive GPUs. IDC predicts ...
16hon MSNOpinion
Memory, storage stocks tumble after epic run
Memory and data storage stocks tumbled on Thursday after the group saw investors rush into the names over the past six months ...
As chipmakers prioritize AI server production, memory prices are expected to surge by 70%, causing a significant market shift ...
Driven by the AI boom, global computer memory prices have entered a record growth cycle, with DRAM increases outpacing gold ...
Memory manufacturers are tightening the screws further. AMD could bring back discontinued AM4 processors for relief.
Memory chip prices are rising rapidly due to growing AI and server demand. Suppliers are shifting production to high-profit ...
Memory may not derail the AI boom, but it is increasingly likely to shape how fast it grows, who benefits first, and at what ...
TrendForce's latest investigations indicate that DRAM suppliers in 1Q26 will continue to reallocate advanced process nodes and new capacity toward server and HBM products to support rising AI server ...
China’s spot market for memory chips is surging on tight global supply, but Shenzhen vendors say sky-high quotes are scaring ...
For the first time ever, Micron and other cyclical memory makers could see sustained sales growth, giving the stocks another ...
Samsung Electronics (SSNLF) and SK hynix (HXSC.F) are looking to raise prices for server memory by up to 70% in the first quarter.
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