SSD controller manufacturer Phison said that NAND chip prices increased by around 50% overnight, and that it's increasing its ...

It could boil down to picking your favorite AI bottleneck with these two stocks.

Phison has issued another warning sign for the storage industry, and this time the message is hard to ignore. CEO Khein-seng Pua says some NAND flash suppliers pushed through price increases of around ...

We see Micron Technology as a strong supplier of memory chips, but we don’t believe the firm holds an economic moat. Micron benefits from large scale, being the fifth-largest chipmaker in the world, ...

Industry and government are aware of the memory chip shortages and the resulting increase in prices. Doing nothing is not an option.

By the way, when HPE says AI servers, it means AI servers and HPC servers, which includes big clusters (and little ones) for simulation and modeling workloads. HPC’s share of the accelerated system ...

The rapid expansion of artificial intelligence is driving strong growth in the memory market. Compared with DRAM, which still has room for structural innovation, NAND flash has largely relied on ...

SanDisk surged on significant trading volume as reports emerged indicating that the entire NAND manufacturing supply for 2026 is effectively sold out.

AI demand is triggering a historic memory-chip shortage. Meeting exponential demand for chips will be expensive and maybe even impossible.

Memory chip and solid-state drive shortages are squeezing PC specs - rental models offer businesses a smarter way through.

It's because CPUs are joining DRAM and SSDs in the way-too-expensive club.

Applied Materials and Micron Technology will partner to develop next-generation memory chips to power artificial-intelligence systems. The companies on Tuesday said the collaboration aims to ...