As memory chip prices surge amid the AI boom, tech giants are quietly reshaping their product lineups. Samsung and Apple's ...

Rising demand for artificial intelligence hardware is reshaping the high-bandwidth memory (HBM) market, giving South Korea's leading chipmakers an edge in supplying critical components for ...

Downgrading Micron (MU) to hold ahead of Q2 FY26 earnings: assess Samsung HBM4 risk, memory cycle outlook to 2027, and key Q3 ...

Apple has agreed to pay Samsung twice as much for the LPDDR5X memory chips that it needs for ongoing iPhone 17 production, claims a report from Korean outlet Dealsite. According to the report's ...

The latest generation of Galaxy phones touts enhanced AI capabilities, but supply chain concerns hang over sector ...

Susquehanna analyst Mehdi Hosseini raised price targets and estimates across several memory stocks ahead of Micron Technology’s upcoming fiscal second-quarter earnings, citing stronger pricing trends ...

Nvidia selects Samsung and SK Hynix as exclusive HBM4 suppliers for Vera Rubin AI chip, leaving Micron out. MU stock fell 6.74% on the news.

Memory and storage stocks are getting hit hard in early trading Tuesday, with the catalyst coming from halfway around the world. South Korea’s KOSPI index cratered overnight as fears over the Iran ...

Samsung acknowledges rising memory chip prices as a global issue but plans to navigate this through strategic partnerships.

Samsung Electronics (SSNLF) noted that rumors are inaccurate that it has implemented an 80% price increase across its memory products, United Daily News reported. Samsung's distributors have issued ...

Samsung redesigns HBM4E power delivery, cutting IR drop by 41% and improving reliability for next-generation AI accelerators.