High Bandwidth Memory

Samsung, memory chip shortages

Samsung warns of memory shortages driving industry-wide price surge in 2026

With capacity shifting to high-margin HBM for AI data centers, traditional DRAM supply is collapsing, pushing enterprise IT costs sharply higher and eroding procurement leverage.

· 11h

Samsung Warns Memory Shortages Could Push Electronics Prices Higher

· 21h · on MSN

Samsung warns of price hikes as rising memory costs affect all

5don MSN

The Memory Market Is Going to Boom in 2026: 1 Top Stock to Buy Hand Over Fist Before It Skyrockets (Hint: It's Not Micron)

The good news is that the memory industry is poised to deliver solid growth once again in 2026. Massive demand for ...

9don MSN

HBM remains a hyperscaler-only memory tied tightly to AI accelerators

SPHBM4 cuts pin counts dramatically while preserving hyperscale-class bandwidth performanceOrganic substrates reduce ...

CNBCTV18

Samsung quarterly profit more than triples to hit record high on supercharged AI memory market

South Korea's largest firm reported a preliminary operating profit of 20 trillion won ($13.8 billion) in the December quarter ...

Stocktwits on MSN

Micron stock hits record high as Bernstein sees biggest price upcycle driving memory boom — retail calls it 'cheap'

Bernstein raised its price target to $330, flagging accelerating memory price hikes. ・AI-led demand for HBM and DRAM is ...

Network World

SOCAMM memory gains ground as AI data centers proliferate

Samsung last month unveiled a SOCAMM2 LPDDR5-based memory module designed specifically for AI data center platforms.

KTVZ

What is high bandwidth memory and why is the US trying to block China’s access to it?

(CNN) — The US government has imposed fresh export controls on the sale of high tech memory chips used in artificial intelligence (AI) applications to China. The rules apply to US-made high ...

Blockonomi

Samsung Stock: Memory Chip Giant Plans $1.7 Billion Buyback as Earnings Surge

Samsung stock rises on $1.73B buyback plan and record earnings forecasts. Analysts predict memory chip shortage will drive ...

CoinCentral

Micron (MU) Stock: Price Target Raised to $330 as Memory Shortage Fuels Rally

Micron stock nears record $315 as Bernstein lifts target to $330. Memory shortage drives pricing power with tight supply ...

5don MSN

The AI race is causing a memory chip shortage — and that's bad news for the smartphone and PC industries

As AI companies snap up memory chips, smartphone and PC makers face higher costs and tighter supply — which could lead to ...

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