Memory chip prices are rising rapidly due to growing AI and server demand. Suppliers are shifting production to high-profit memory, while older budget memory supply becomes harder to find.
Weakness in the semiconductor business is expected to continue into Q1 2025, with memory demand volatility influenced by geopolitical factors and export controls. However, AI-driven premium products ...
Tech companies like Apple, Dell, Google and Amazon are booking long hotel stays in South Korea to secure memory chips as AI ...
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Welcome to Tech In Depth, our daily newsletter about the business of tech from Bloomberg’s journalists around the world. Today, Vlad Savov reflects on what’s most important in life, which stock ...
Micron is uniquely positioned in the AI-driven memory market, being one of only three global suppliers of HBM, with most of its 2025 production already sold out. Its cutting-edge 12-layer HBM3E chips ...
Micron Technology, Inc (NASDAQ:MU) has begun customer sampling of its 192GB SOCAMM2 (small outline compression attached memory modules), designed to accelerate adoption of low-power memory in AI data ...