CXMT’s Reported Rise Recasts China’s Semiconductor Market
CXMT’s reported rise to China’s most valuable company puts memory chips at the center of a new phase for the country’s technology market.
Memory Chips
Latest News and Analysis in Memory Chips
Memory Chips
AI Memory Chip Shortage 'RAMageddon' May Force Apple to Raise iPhone Prices
AI's insatiable demand for memory chips has caused a global shortage dubbed RAMageddon, with Apple CEO Tim Cook warning of potential iPhone and Mac price hikes.
Nintendo Raises Switch 2 Prices As AI Memory Crunch Bites
CNBC reports Nintendo is raising Switch 2 prices and expects weaker console sales as AI-driven memory demand squeezes supply.
Samsung Expected to Report Sixfold Surge in Quarterly Profit Driven by AI Chip Boom
Samsung Electronics is projected to report a record Q1 2026 operating profit of ~$26.9 billion, fueled by soaring memory chip prices driven by AI infrastructure demand.
AI Boom Fuels Global DRAM Shortage with Prices Surging 80-90% as HBM Demand Soars
AI data center demand drives critical memory chip shortage, DRAM prices up 80-90%, supply-demand imbalance expected to persist through 2028.
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