DRAM
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techChina's CXMT Sees 700% Revenue Growth Amid US Export Pressure
Changxin Memory Technologies posts a massive first-quarter revenue surge, highlighting the effectiveness and limits of US chip export controls.
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techSamsung, SK Hynix, Micron Face Lawsuit Over DRAM Price Spike and AI Memory Shortage
A new lawsuit alleges three chip giants coordinated a shift to high-margin AI memory, causing a 700% price surge in conventional DRAM and a persistent global shortage.
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techUBS Hikes DRAM, NAND Price Forecasts Citing AI Demand Surge
Investment bank UBS sharply raises memory chip price forecasts for 2026, projecting a record supply-demand gap by 2027 due to AI-driven reallocation.
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techApple Lobbies US for Permission to Buy Chips from Pentagon-Blacklisted Chinese Firm
Apple is negotiating with US officials to source cheaper DRAM from ChangXin Memory Technologies, a firm on the Pentagon's blacklist, as AI demand drives chip prices skyward.
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techMicron Signals Memory Chip Shortage To Persist Beyond 2027
Surging AI demand is outpacing new manufacturing capacity, extending the global memory shortage and bolstering Micron's pricing power.
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financeRecord $22.5 Billion Retail Surge Into US Semiconductor ETFs as AI Demand Soars
Retail investors have poured a record $22.5 billion into US semiconductor ETFs in 2026, driven by surging AI demand and explosive sector growth.
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techApple Hikes MacBook and iPad Prices Due to AI-Driven Memory Cost Surge
Apple raises hardware prices across Mac and iPad lines due to soaring costs for memory chips fueled by massive AI data center demand.
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financeRecord Retail Investment of $12B in US Semiconductor ETFs
Retail investment in US semiconductor ETFs reaches a staggering $12 billion, signaling a shift in market dynamics and heightened investor enthusiasm.