As data centers gobble up memory chips, other industries that need the components, including electronics companies like Apple ...

The iPhone maker has held early talks with China’s CXMT, but any deal would be politically sensitive.

For most of its existence, CXMT bled cash. Today, it’s the king of Chinese chip makers. Learn just how big some analysts ...

Surging AI demand is driving up memory chip prices and squeezing supplies available to consumer electronics makers. Morgan Stanley expects the crunch to push PC and smartphone inflation significantly ...

A little-known Chinese memory chip maker just pulled off one of the most explosive stock debuts in recent memory, and its ...

Elon Musk’s remarks during the SpaceX earnings call may alleviate some of the concerns about the sustainability of AI capex ...

Memory prices have surged because of short supply and huge demand with investors watching closely for any changes to the ...

The rapid expansion of AI data centers is creating adverse effects across the memory chip ecosystem. As memory suppliers shift toward high-bandwidth memory, shortages of conventional RAM are raising ...

Apple is reportedly racing to secure DRAM for the iPhone 18 Pro and foldable iPhone as a memory shortage threatens to tighten ...

The AI boom has fueled dozens of new startups and minted a new class of billionaires. It has also produced a serious shortage of memory chips — a critical component for compute-hungry AI models — ...

Computer memory prices are skyrocketing and subverting a time-tested theory that says this should not be happening.

Chip stocks around the world sold off sharply, the latest chapter in the months long jitters surrounding artificial intelligence, memory and chip stocks.