Great news for AMD and Nvidia, less so for cash-strapped consumers Memory makers just can't churn out their DRAM fast enough.

TL;DR: SK hynix has improved its 1c DRAM yields from 60% to over 80%, focusing on HBM for AI GPUs. The company developed the first 1c process-based 16GB DDR5 DRAM and will lead in mass-producing HBM4 ...

Rising demand for AI servers is forcing memory makers to shift their production priorities, sending shockwaves through the semiconductor supply chain. As manufacturers focus more on High Bandwidth ...

Smartphone prices are set to rise significantly in 2026 due to the hidden cost of the AI boom. Demand for HBM server memory is causing a severe production shortage of LPDDR5x (smartphone RAM).

TL;DR: NVIDIA is transitioning to SK hynix GDDR7 memory modules for its GeForce RTX 50 series GPUs, starting with the RTX 5070, moving away from Samsung. SK hynix, known for its HBM technology, is ...

Micron Technology, Inc.’s stock is up 180% YTD – or 4X more YTD than AI heavyweight Nvidia. MU is expanding its presence within high bandwidth memory, or HBM, stating in Q4 that it has expanded its ...

In keeping with the spirit of times, Micron on Wednesday announced plans to wind down its Crucial consumer business worldwide by the end of February 2026. The company is reallocating its output and ...