Lenovo led the PC market both sequentially and for the full year, delivering double-digit growth of 14.4% in Q4 2025 and closing the year with shipments of 71 million units, up 14.6% year on year. HP ...
With capacity shifting to high-margin HBM for AI data centers, traditional DRAM supply is collapsing, pushing enterprise IT costs sharply higher and eroding procurement leverage. Samsung Electronics ...
Memory giants Micron, SK Hynix and Samsung have led a rally in semiconductor stocks this year. Memory prices surged in 2025 and are likely to increase further in 2026 as demand for these chips which ...
Micron has been in the spotlight, but another company is also benefiting from the memory boom. Lam Research stock has more than doubled in 2025, and it still trades at a reasonable valuation. This ...
Demand for high-bandwidth memory (HBM) is crowding out production capacity for consumer memory. Despite capacity expansions by major memory makers, including Micron, Samsung, and SK Hynix, the supply ...
New Jersey's gas tax will rise 4.2 cents per gallon on Jan. 1, the rate driven higher by slightly lower fuel use and a 2024 state law that boosted the tax's collection targets. The increase will bring ...
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As the generative AI rush gobbles up memory production, phone-makers will likely have to raise prices, reduce RAM specs or both. David Lumb is a senior reporter covering mobile and gaming spaces. Over ...
A total addressable market is a forecast of what will be sold – more precisely, what can be manufactured and sold. It is not a forecast of aggregate demand, which can be even larger as the backlogs ...
‘Supply will remain substantially short of the demand for the foreseeable future.’ ‘Supply will remain substantially short of the demand for the foreseeable future.’ is a news writer who covers the ...
Micron Technology Inc., the largest US maker of computer memory chips, gave an upbeat forecast for the current quarter, a sign that surging demand and supply shortages are allowing the company to ...
It also warns that AI's hunger for memory may cause yet another turn in the market. When you purchase through links on our site, we may earn an affiliate commission. Here’s how it works. As if ...
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