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Memory
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CCTV Finance reported that its reporters visited several memory counters in Huaqiangbei, Shenzhen
CCTV Finance reported that its reporters visited several memory counters in Huaqiangbei, Shenzhen, Guangdong, and found that memory prices have recently pulled back from their previous highs. Specific
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NVIDIA CEO Jensen Huang: Does not believe there will be a memory oversupply in 2029, as "demand is insatiable."
NVIDIA CEO Jensen Huang said in a CNBC interview on Thursday that despite memory stocks falling over the past week due to concerns about oversupply and weak demand, he does not foresee a memory oversu
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Marvell Launches 2nd Gen CXL Memory Expander, Single Controller Supports Up to 9TB DDR4 Memory
Marvell officially launched its second-generation Structera X 3406 and 3506 CXL memory expanders on October 12, according to Bloomberg. The company stated that these are the industry's first six-chann
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Micron's net profit for the fourth fiscal quarter reached $37.7 billion, surpassing Apple's net profit of $29.8 billion for the same period for the first time.
Micron Technology recorded a net profit of $37.7 billion in the fourth fiscal quarter ending September 30, surpassing Apple's net profit of $29.8 billion for the same period for the first time. Market
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Morgan Stanley Report: AI Memory Bottlenecks Create New Investment Opportunities, CXL Market Forecast Raised to $6 Billion by 2030, Recommends Beneficiary Stocks Such as Astera Labs, Marvell, and Cerebras
Morgan Stanley, in its latest research report, stated that the AI memory shortage is the most persistent structural constraint in the current AI build cycle, a point also emphasized by NVIDIA CEO Jens
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UBS raises AI capital expenditure forecast: Nearing $1 trillion by 2026, with 90% of the increase driven by memory price hikes
UBS's latest estimates indicate that global AI capital expenditure will reach $998 billion in 2026, nearly doubling from $506 billion in 2025, and further rising to $1.447 trillion in 2027. This signi
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Nvidia and SK Hynix's comments suggest strong outlook for Micron Technology
Nvidia stated in its fiscal 2027 second-quarter results last month that memory price hikes are here to stay, expecting margin pressure due to higher component costs. South Korean memory giant SK Hynix
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Analysis indicates that ASML is poised to be the biggest winner in the AI memory boom, with memory-related system sales projected to grow by 75% in 2026.
The Motley Fool's analysis suggests that ASML Holding (ASML), a Dutch semiconductor equipment manufacturer, is poised to be the biggest winner in the AI-driven memory market. ASML management noted in
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Micron Technology Unveils $10 Billion AI Memory Research Lab in Boise to Advance Memory Technologies Over Next Decade
The Micron Research Labs, headquartered in Boise, Idaho, is described as the first dedicated memory research hub of its kind in the United States. The company plans to begin construction on the Boise
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SK Hynix has, over the past month, conducted on-site surveys for front-end memory wafer fab locations in the United States and other regions, in response to urgent demands and pressure from its U.S. AI chip customers for supply chain localization.
This move signifies SK Hynix's plan to build a factory in the US, officially progressing from an early "not ruling out" intention to the substantive preliminary site selection phase. This strategic sh
-
Intel CEO Pat Gelsinger: Company is Exploring "Next-Gen Memory Architectures" and Has Poached Executive Talent from SK Hynix
Intel CEO Pat Gelsinger recently revealed that the company is exploring "next-generation memory architectures" and has brought in executive talent Shil Lee from SK Hynix for this purpose. Gelsinger st
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Apple May Limit iPhone 18 Pro Price Hike, Despite TrendForce's Estimated 38% Soar in Component Costs
According to a TrendForce report, the component cost of the iPhone 18 Pro is expected to surge by 38%, with soaring memory prices being the main driver. Memory costs are projected to account for over
-
Samsung warns memory shortage may last until 2028, Micron stock surges 18.4% on the day, NVIDIA faces potential supply constraints
Samsung stated on July 30 that memory shortages could worsen in 2027 and persist into 2028. This warning reinforces Micron Technology's pricing outlook and exposes potential supply constraints for NVI
-
HP, Asus and Acer begin using CXMT chips amid memory shortage
Leading PC makers HP, Asus and Acer have started to use small amounts of chips from China's ChangXin Memory Technologies (CXMT). This decision comes amid an unprecedented global memory shortage, large
-
Apple CEO Tim Cook warns of "100-year flood" in memory pricing due to AI demand, expects further cost increases and supply constraints to impact iPhone, Mac, and iPad sales
Apple CEO Tim Cook stated that the company is facing a "100-year flood" in memory pricing, a situation he has never seen in over 40 years in the consumer electronics industry. This surge in memory cos
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Morgan Stanley Warns That the AI-Driven Memory Crisis Will Continue to Worsen, With Storage Prices Potentially Rising More Than 25% in a Single Quarter
Svmuu News: Citrini analyst Jukan posted on X, citing the views of Morgan Stanley analyst Joseph Moore, stating that the memory shortage in the data center sector continues to worsen, with no signs of
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SemiAnalysis: Nvidia's share of system memory spending is expected to exceed 40% by 2027
Svmuu News: SemiAnalysis posted on X, stating that the proportion of memory in hyperscalers’ capital expenditures has sparked considerable discussion, particularly following MU’s earnings report last
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Micron (MU) is more important than NVIDIA! Citrini analyst says AI model inference performance depends more on memory than on GPUs
Svmuu News: In response to the community debate over “Micron vs. NVIDIA,” Citrini Research analyst Jukan posted on X, stating, “Although MU (Micron) is not Nvidia, its future significance may surpass
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SK Group Chairman Choi Tae-won: Even if SK Hynix Accelerates Factory Construction, the Memory Chip Shortage Will Persist
Svmuu News: SK Group Chairman Choi Tae-won: Even if SK Hynix accelerates factory construction, the memory chip shortage will continue. (Jin Shi)
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Serenity: Humanoid robots will drive a decades-long cycle of demand for memory, with that demand potentially taking off within the next decade
Svmuu News: "The White-Haired Stock Guru" Serenity posted on X, stating that Micron (MU)'s CEO predicts that the memory demand cycle driven by humanoid robots will last for decades.The CEO noted that
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“New Stock God” Serenity: Optimistic About SiPH Supply Chain Investment Opportunities After Jensen Huang’s Warning, Bullish on Memory and Silicon Photonics Tracks
Svmuu “New Stock God” Serenity posted on platform X, stating that NVIDIA CEO Jensen Huang has warned that driven by the massive expansion of AI infrastructure, the global memory shortage is expected t
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NVIDIA slashes next-gen rack memory configuration, causing memory stocks to plummet? SemiAnalysis founder clarifies: too clickbait-ish
Svmuu News: According to market sources this evening, a recent report by SemiAnalysis stated that "NVIDIA's next-generation AI server cluster, Rubin NVL72, has made significant adjustments to its memo
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CCTV Finance reported that its reporters visited several memory counters in Huaqiangbei, Shenzhen
CCTV Finance reported that its reporters visited several memory counters in Huaqiangbei, Shenzhen, Guangdong, and found that memory prices have recently pulled back from their previous highs. Specific
-
NVIDIA CEO Jensen Huang: Does not believe there will be a memory oversupply in 2029, as "demand is insatiable."
NVIDIA CEO Jensen Huang said in a CNBC interview on Thursday that despite memory stocks falling over the past week due to concerns about oversupply and weak demand, he does not foresee a memory oversu
-
Marvell Launches 2nd Gen CXL Memory Expander, Single Controller Supports Up to 9TB DDR4 Memory
Marvell officially launched its second-generation Structera X 3406 and 3506 CXL memory expanders on October 12, according to Bloomberg. The company stated that these are the industry's first six-chann
-
Micron's net profit for the fourth fiscal quarter reached $37.7 billion, surpassing Apple's net profit of $29.8 billion for the same period for the first time.
Micron Technology recorded a net profit of $37.7 billion in the fourth fiscal quarter ending September 30, surpassing Apple's net profit of $29.8 billion for the same period for the first time. Market
-
Morgan Stanley Report: AI Memory Bottlenecks Create New Investment Opportunities, CXL Market Forecast Raised to $6 Billion by 2030, Recommends Beneficiary Stocks Such as Astera Labs, Marvell, and Cerebras
Morgan Stanley, in its latest research report, stated that the AI memory shortage is the most persistent structural constraint in the current AI build cycle, a point also emphasized by NVIDIA CEO Jens
-
UBS raises AI capital expenditure forecast: Nearing $1 trillion by 2026, with 90% of the increase driven by memory price hikes
UBS's latest estimates indicate that global AI capital expenditure will reach $998 billion in 2026, nearly doubling from $506 billion in 2025, and further rising to $1.447 trillion in 2027. This signi
-
Nvidia and SK Hynix's comments suggest strong outlook for Micron Technology
Nvidia stated in its fiscal 2027 second-quarter results last month that memory price hikes are here to stay, expecting margin pressure due to higher component costs. South Korean memory giant SK Hynix
-
Analysis indicates that ASML is poised to be the biggest winner in the AI memory boom, with memory-related system sales projected to grow by 75% in 2026.
The Motley Fool's analysis suggests that ASML Holding (ASML), a Dutch semiconductor equipment manufacturer, is poised to be the biggest winner in the AI-driven memory market. ASML management noted in
-
Micron Technology Unveils $10 Billion AI Memory Research Lab in Boise to Advance Memory Technologies Over Next Decade
The Micron Research Labs, headquartered in Boise, Idaho, is described as the first dedicated memory research hub of its kind in the United States. The company plans to begin construction on the Boise
-
SK Hynix has, over the past month, conducted on-site surveys for front-end memory wafer fab locations in the United States and other regions, in response to urgent demands and pressure from its U.S. AI chip customers for supply chain localization.
This move signifies SK Hynix's plan to build a factory in the US, officially progressing from an early "not ruling out" intention to the substantive preliminary site selection phase. This strategic sh
-
Intel CEO Pat Gelsinger: Company is Exploring "Next-Gen Memory Architectures" and Has Poached Executive Talent from SK Hynix
Intel CEO Pat Gelsinger recently revealed that the company is exploring "next-generation memory architectures" and has brought in executive talent Shil Lee from SK Hynix for this purpose. Gelsinger st
-
Apple May Limit iPhone 18 Pro Price Hike, Despite TrendForce's Estimated 38% Soar in Component Costs
According to a TrendForce report, the component cost of the iPhone 18 Pro is expected to surge by 38%, with soaring memory prices being the main driver. Memory costs are projected to account for over
-
Samsung warns memory shortage may last until 2028, Micron stock surges 18.4% on the day, NVIDIA faces potential supply constraints
Samsung stated on July 30 that memory shortages could worsen in 2027 and persist into 2028. This warning reinforces Micron Technology's pricing outlook and exposes potential supply constraints for NVI
-
HP, Asus and Acer begin using CXMT chips amid memory shortage
Leading PC makers HP, Asus and Acer have started to use small amounts of chips from China's ChangXin Memory Technologies (CXMT). This decision comes amid an unprecedented global memory shortage, large
-
Apple CEO Tim Cook warns of "100-year flood" in memory pricing due to AI demand, expects further cost increases and supply constraints to impact iPhone, Mac, and iPad sales
Apple CEO Tim Cook stated that the company is facing a "100-year flood" in memory pricing, a situation he has never seen in over 40 years in the consumer electronics industry. This surge in memory cos
-
Morgan Stanley Warns That the AI-Driven Memory Crisis Will Continue to Worsen, With Storage Prices Potentially Rising More Than 25% in a Single Quarter
Svmuu News: Citrini analyst Jukan posted on X, citing the views of Morgan Stanley analyst Joseph Moore, stating that the memory shortage in the data center sector continues to worsen, with no signs of
-
SemiAnalysis: Nvidia's share of system memory spending is expected to exceed 40% by 2027
Svmuu News: SemiAnalysis posted on X, stating that the proportion of memory in hyperscalers’ capital expenditures has sparked considerable discussion, particularly following MU’s earnings report last
-
Micron (MU) is more important than NVIDIA! Citrini analyst says AI model inference performance depends more on memory than on GPUs
Svmuu News: In response to the community debate over “Micron vs. NVIDIA,” Citrini Research analyst Jukan posted on X, stating, “Although MU (Micron) is not Nvidia, its future significance may surpass
-
SK Group Chairman Choi Tae-won: Even if SK Hynix Accelerates Factory Construction, the Memory Chip Shortage Will Persist
Svmuu News: SK Group Chairman Choi Tae-won: Even if SK Hynix accelerates factory construction, the memory chip shortage will continue. (Jin Shi)
-
Serenity: Humanoid robots will drive a decades-long cycle of demand for memory, with that demand potentially taking off within the next decade
Svmuu News: "The White-Haired Stock Guru" Serenity posted on X, stating that Micron (MU)'s CEO predicts that the memory demand cycle driven by humanoid robots will last for decades.The CEO noted that
-
“New Stock God” Serenity: Optimistic About SiPH Supply Chain Investment Opportunities After Jensen Huang’s Warning, Bullish on Memory and Silicon Photonics Tracks
Svmuu “New Stock God” Serenity posted on platform X, stating that NVIDIA CEO Jensen Huang has warned that driven by the massive expansion of AI infrastructure, the global memory shortage is expected t
-
NVIDIA slashes next-gen rack memory configuration, causing memory stocks to plummet? SemiAnalysis founder clarifies: too clickbait-ish
Svmuu News: According to market sources this evening, a recent report by SemiAnalysis stated that "NVIDIA's next-generation AI server cluster, Rubin NVL72, has made significant adjustments to its memo
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