Downgrading Broadcom (AVGO) before Q1 FY26 earnings: margin risk from higher memory prices, mixed semi trends, but AI backlog ...

HP CFO Karen Parkhill said on the company's earning call that memory costs have risen roughly 100% sequentially, and the ...

The memory crisis is reshaping enterprise storage. How the industry is responding, and what IT leaders should do now to ...

The AI data center boom is squeezing PC and smartphone sales, with a decrease of more than 10% in the offing this year.

The RAMpocalypse is set to go on for years.

There's a RAM shortage at the moment. RAM, as in random access memory. The memory computer keeps immediately at hand, so it can perform tasks quickly. How can that be? Well, as with so much these days ...

A global shortage in memory chips sparked by artificial intelligence has dealt a “tsunami-like shock” to the smartphone industry, pushing prices to all-time highs, according to a new report.

The expected cost increases for memory are eye-watering, with Gartner predicting a 130% surge in combined dynamic random access memory (DRAM) and solid-state drive (SSD) prices by the end of this year ...

By Jaspreet Singh Feb 24 (Reuters) - HP Inc said on Tuesday it expected volatility in memory chips to persist even into next year and forecast a slump in its PC shipments, sending its shares down ...

The AI boom has turned Nvidia (NVDA) into the world's most valuable company, at one point pushing its market capitalization past the $5 trillion mark. It also boosted Google (GOOG, GOOGL) and ...