DRAM Shortage Will Cause 'Seismic Shift' in Smartphone Market, But Apple Will Be Less Affected

Global memory scarcity will cause a 13 percent drop in smartphone sales in 2026, according to IDC (via Bloomberg). DRAM is in ...

Micron Joins S&P 100 As AI DRAM Launch Shapes Valuation Debate

Micron Technology (NasdaqGS:MU) has been added to the S&P 100 index, underscoring its growing weight among large US companies ...

AI memory crunch forces DRAM market into 'hourly pricing' model, report claims — small and medium-sized businesses fighting for survival

According to DigiTimes, these companies began struggling to absorb soaring memory costs in the second half of 2025.

Nvidia is loving the RAM crisis

PCWorld reports that CEO Jensen Huang views supply constraints as beneficial, allowing Nvidia to leverage its strong ...

Micron Technology, Inc. (MU) Price Target Raised to on DRAM Strength and Memory Market Recovery

Micron Technology, Inc. (NASDAQ:MU) ranks among the 12 Best Performing S&P 500 Stocks in the Last 10 Years. Micron Technology, Inc. (NASDAQ:MU) ranks among the best performing S&P 500 stocks in the ...
The Information

Demand from Alibaba and Other Giants Boosts China’s Homegrown Memory Suppliers

Chinese tech heavyweights including Alibaba Group, ByteDance and Tencent Holdings are turning to domestic chipmakers to ease ...
Taipei Times

DRAM shortage to last through 2028: Nanya

Nanya Technology Corp (南亞科技) yesterday said the DRAM supply crunch could extend through 2028, as the artificial intelligence (AI) boom has led the world’s major memory makers to dramatically reduce ...

A new microchip shortage is looming. Automakers are racing to prepare

Automotive industry analysts are forecasting that another microchip shortage could hit in the coming months, which could increase risks for production halts as costs skyrocket.

This Under-the-Radar AI Stock Is Already Up 50% in 2026

Micron has been a surprise AI winner.
Uproxx

DRAM Ends The Week With A Bang By Dropping His New Song ‘Wham!’

What rhymes with DRAM? The rapper’s new song “Wham!” does. A hypnotic banger produced by Spiff Sinatra, Hero, and Shelley/DRAM, he blends creative rhymes with a chill R&B chorus. “Wham!” was showcased ...
Network World

DRAM finally finds a home in mobile phones

The rapid uptake of smart phones around the world has ensured the future of DRAM in mobile handsets, where the chips are used in every unit shipped. Although it’s not exactly like the version of ...