TweakTown

Sound the alarm, DRAM shortage and memory crisis could last until 2030

SK Group chairman Chey Tae-won warns that the 'industry-wide supply shortfall' relating to DRAM and memory will 'persist' through 2030.

What Does DRAM Memory Spending Trend Mean for Lam Research (LRCX)

Lam Research (NASDAQ:LRCX) is one of the 15 AI stocks that are quietly making investors rich. On February 25, Morgan Stanley ...

Micron sales nearly triple amid tight memory supply

The memory-chip maker said the results were driven by strong demand and the industry’s tight supply for memory.

AI Memory Shortage Driving 30–50% Cost Increases in Fleet Video Systems, Safety Vision Industry Report Finds

New research shows global NAND and DRAM shortages are reshaping mobile video surveillance across transit, school ...

Micron outlines >$25B FY26 CapEx plan while expanding NAND and DRAM capacity amid persistent supply constraints

Q2 2026 Management View CEO and senior leadership focused heavily on addressing persistent supply constraints, particularly in NAND and DRAM, while highlighting robust demand from AI-driven data ...

AI-Driven Memory Chip Demand to Drive Micron's DRAM Revenue in Q2

MU's DRAM revenue is anticipated to soar 145% year over year in Q2 as AI workloads boost demand for high-performance memory.
Windows Report

Global Memory Shortage Could Last Until 2028 as AI Demand Drives DRAM Prices Higher

AI-driven demand may keep the global memory shortage going until 2028, with DRAM prices staying elevated before supply stabilizes.

Memory Chip Makers Fear AI Demand Boom May Not Last Long

Samsung and SK hynix stay cautious on DRAM expansion as AI demand surges but suppliers worry the memory boom may fade by 2028.

SK Group chairman says wafer shortage to last until 2030, trying to stabilise memory prices

By Max A. Cherney, Stephen Nellis and Heekyong Yang SAN JOSE, California, March 16 (Reuters) - South Korea's SK Group ...

Memory stocks surge on report of massive DRAM price increases

Memory stocks surged Monday following reports of DRAM memory chip prices surging well above industry expectations in the first quarter. DRAM prices have risen sharply since the Lunar New Year holiday ...