Apple’s sweeping global price hikes on Macs and iPads are being driven by a dramatic surge in AI memory and storage costs, ...
The AI boom has turned memory chip manufacturers like Micron and SK Hynix from cyclical businesses into a sizzling hot growth ...
Some analysts expect the global memory chip demand to “overwhelm supply for at least 3-5 years”, while a chip manufacturer is ...
Discover how surging demand for AI memory chips is driving ‘chipflation,’ reversing decades of falling DRAM prices and pushing up the cost of smartphones, PCs and cloud services, as Morgan Stanley ...
The cost of memory as a percentage of the total cost of a low-end phone has surged from under 10% to over 40% now. Like phones and laptops, rising memory costs could end up impacting other electronic ...
The American chip maker laid off 15% of its workforce in 2023; here’s a look at who its employees are and where they’re ...
Two chipmakers recently surged in value, both crossing the trillion-dollar valuation line within a day of each other. It's another unexpected gold rush, thanks to the AI boom. South Korean company SK ...
Although 2026 has been a roller coaster year for the markets so far, certain sectors have remained strong. Ironically, while the Magnificent 7 stocks have been volatile due to mixed perception about ...
Apple may raise iPhone 18, Mac and iPad prices as AI-driven demand pushes memory chip costs higher. Tim Cook says price hikes may be unavoidable.
DRAM surged 150% YTD since its April 2026 launch, as HBM chip demand powers AI's leap from theory into real-world applications. DRAM's 150% gain dwarfs SMH and SOXX, but its concentration in just 15 ...
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