Flash-memory stocks have started 2026 on a tear—but trying to catch the rally could be a risky move.
And we're unlikely to see supply improve until 2027 at the earliest.
The companies that make RAM and flash memory chips are enjoying record profits because of the AI-induced memory crunch—and they’re also indicating that they don’t expect conditions to improve much if ...
SanDisk shares are trading lower Thursday morning, easing after a run that has seen the stock surge more than 1,100% since ...
AI data center demand is diverting DRAM and NAND supply, pushing up prices for cameras, storage, PCs, and creative workflows ...
Kioxia is working to significantly enhance storage performance for AI workloads in the enterprise market. Unfortunately for ...
Flash memory cells work by using a large voltage to effectively ram electric charge across an insulated gap. Once there, it ...
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Memory chip prices are surging as AI infrastructure absorbs most available supply
Companies making memory chips and storage drives are seeing huge demand, but won’t rapidly boost production, even with severe ...
With firms looking increasingly unable to buy more memory chips, squeezing every last drop of performance from existing ...
A tech analyst claims that HP told the Bank of America that it's considering buying memory chips from China to help alleviate ...
The big picture: If successfully scaled to industrial production, these chips could extend Moore's Law into the atomic domain by enabling far greater component density without incurring unsustainable ...
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