Leading PC manufacturers considering using Chinese memory chips, report claims — HP and Dell qualifying CXMT DRAM, Acer and Asus asking Chinese partners to sour…

HP and Dell are reportedly qualifying CXMT memory chips for their products, while Asus and Acer are asking their partners to ...

Micron is on an epic run. Don’t fear the memory-chip cycle.

Micron stock has more than quadrupled in 12 months and analysts at UBS expect more gains from here.

Why HP, Dell and others PC makers are exploring Chinese memory chips

HP has started testing memory chips from China's CXMT, while Dell is also evaluating its products, as both PC makers worry ...

Qualcomm and Arm stocks drop. The memory crunch is the problem.

Both stocks were falling as phone manufacturers scale back production plans.
CNBC

AI boom is fueling a memory chip shortage that could hit cars and phones

According to the CEO of China's largest contract chipmaker, fears of a memory chip shortage have seen customers hold back on orders of other chips used in their products. Analysts say the supply ...

Apple May Break a 10-Year Chip Strategy

TSMC has been the exclusive supplier of Apple's systems-on-a-chip since 2016, but that 10-year streak could be nearing its ...
WUFT

Memory loss: As AI gobbles up chips, prices for devices may rise

The world has a memory problem, thanks to artificial intelligence. The explosion in AI-related cloud computing and data centers has led to so much demand for certain types of memory chips that now ...
Blockonomi

Samsung Breaks Into Nvidia’s AI Memory Supply Chain with HBM4 Chips

Samsung begins HBM4 chip production for Nvidia in February 2026. Micron sold out through 2026. Tight supply benefits all ...