The supply shortage of the RAM needed to build phones and PCs isn’t going away. But a few companies have a plan to solve it.
MU is riding on an AI-fueled DRAM boom as higher memory content, pricing gains and tight supply drive revenue growth.
Since the invention of the 1T1C bit cell more than 50 years ago, DRAMs have become the main memory of choice for processors in computer systems and many consumer electronics devices. As new use ...
The price of RAM has skyrocketed over the past few months, raising concerns that Android devices will only become ...
Forbes contributors publish independent expert analyses and insights. Covering Digital Storage Technology & Market. IEEE President in 2024 Several NAND flash manufacturers were discussing higher ...
Micron stock (NASDAQ: MU) surged after reporting record revenue of $13.64 billion and robust year-over-year earnings growth ...
AI is driving demand and higher prices for DRAM and NAND into 2026.  Products using non-volatile memories to replace NOR and ...
Memory It's going to be raining dollars over at Samsung: A stamp of approval by Nvidia, plus an incoming price hike for DRAM chips, has lifted shares out of the doldrums Memory 'We're facing [what has ...
The DRAM market is an oligopoly dominated by Samsung and SK Hynix. Micron is the third-largest player with market shares of ~22% in Q3-24. DRAM is more of a commodity than CPUs and GPUs. Its price ...
DRAM, a type of memory semiconductor, was the key driver behind Samsung Electronics’ first-ever quarterly operating profit surpassing 20 trillion Korean won. DRAM products, including high-bandwidth ...
Applied Materials AMAT is seeing improving conditions in the Dynamic Random Access Memory (DRAM) market, which could support its next phase of growth. While overall spending on semiconductor equipment ...