All articles tagged with #memory market
Originally Published 5 days ago — by Yahoo Finance
Sandisk Corporation reached an all-time high stock price following bullish comments from Nvidia's CEO about the memory storage market's potential to become one of the largest industries globally, driven by AI storage needs, and announced a new SSD lineup at CES 2026.
Originally Published 22 days ago — by theregister.com
DRAM prices are expected to peak around 2026 due to high demand driven by AI and supply constraints, with prices remaining high until at least 2027. The market is diverging into consumer and enterprise segments, with enterprise memory like HBM experiencing rapid growth and price premiums. Supply chain challenges and long lead times for capacity expansion mean that memory shortages and high prices are likely to persist for several years, benefiting memory vendors financially.
Originally Published 23 days ago — by Barron's
Micron's strong earnings and high demand for high-bandwidth memory (HBM) due to AI server growth indicate a looming global memory chip shortage in 2026, which could lead to increased costs and supply constraints across various electronic devices, reminiscent of the 2020-2021 chip crisis.
Originally Published 1 month ago — by The Motley Fool
The article highlights Micron Technology as a top AI stock to buy in December, citing its strong growth prospects driven by booming memory demand in AI applications, attractive valuation metrics, and upcoming earnings reports, positioning it as a potentially lucrative long-term investment compared to Broadcom.
Originally Published 2 years ago — by Wccftech
Microsoft's new baseline of 16 GB system RAM for AI PCs is expected to drive significant growth in the memory market, with AI PCs and servers projected to experience substantial expansion in 2024. The global AI server market is anticipated to surpass 1.6 million units with a 40% year-over-year growth, while the adoption of AI-specific accelerators in upcoming products like Intel's Lunar Lake and AMD's Strix Point lineup will intensify competition in the tech industry. Additionally, the increased demand for higher capacity memory in the AI PC segment is set to benefit the DRAM and memory industry, signaling a promising outlook for innovation and competition in the coming years.