The big picture: After nearly a year of AI-driven DRAM price hikes that have increased the cost of consumer electronics and made memory upgrades unaffordable for many gamers and PC builders, relief ...

The Roundhill Memory ETF is fresh on the scene. It's the first ETF dedicated to memory semiconductor stocks. Like any ETF, this fund has pros and cons investors need to assess. Spend enough time ...

Samsung Electronics has begun procuring semiconductor equipment for its P4 facility in Pyeongtaek, marking the transition of its planned 1c nanometer DRAM investment into the execution phase, ...

Memory makers are only expected to meet 60 percent of demand by the end of 2027. Memory makers are only expected to meet 60 percent of demand by the end of 2027. is the Verge’s weekend editor. He ...

AI demand is squeezing global DRAM supply to the point where the PC market is turning back to decade-old technology. Shortages in DDR5 and DDR4 have pushed prices ...

Apple has quietly removed several high-memory configurations of the Mac mini and Mac Studio from its U.S. online store over the weekend. Models featuring 32GB and 64GB RAM for the Mac mini, along with ...

Micron (MU) trades near $481 after a 596% one-year run, but if DRAM prices normalize in 2028 as supply catches up, the stock could lose 60% despite being right on the cycle thesis. Disclosure: 24/7 ...

A new technical paper, “A comparative study on power delivery aspects of compute-in/near-memory approaches using DRAM,” was published by researchers at UT Austin. “Compute-in-memory (PIM) mitigates ...

Roundhill’s new fund is worth noting for three reasons. The requirement that 50% of revenue come from the memory segment ensures that you are investing in actual manufacturers rather than diversified ...

The cost for computer memory has surged this year; demand from the AI industry has grown out of hand. Here’s what you need to know before buying a new laptop this year. From the laptops on your desk ...

RAM prices are moving higher again, with both DDR4 and DDR5 seeing upward pressure as supply tightens and suppliers push through firmer pricing. The increases are being felt most on popular kits and ...