Global smartphone shipments may decline 2.1 per cent next year as a shortage of memory chips drives up costs and squeezes ...
The memory shortage could last into 2027, but this stock is priced like it won't.
Nvidia Corp. (NASDAQ:NVDA) faces a fresh constraint on its China business as a global shortage of advanced memory chips ...
CoreWeave, which went public last year in one of the biggest stock offerings of 2025 and is now worth more than $50 billion, ...
Jim Cramer stands by Magnificent Seven stocks despite storage rally. Micron surges 39% as memory shortage drives market ...
Things are beginning to look up for the artificial intelligence (AI) chipmaker.
To blame is the dynamic random access memory chip, or DRAM for short, the unsung hero that drives everything from touch ...
Micron says the AI-driven memory-chip shortage is worsening and may last beyond 2026, boosting MU/NVDA supply chain focus.
NVIDIA CEO Jensen Huang recently stated he is “not worried” about the global memory semiconductor shortage. He also revealed that the approval process for the H200, an AI chip permitted for export to ...
Currently, the chipmakers are scrambling to build manufacturing capacity, while the hardware companies struggle to get their ...
The world’s biggest memory makers are warning that the AI boom has pushed their factories to the limit, and that buyers ...