He expects the supply-demand imbalance to potentially persist through 2030 because new semiconductor fabrication capacity ...

A shortage can be good news for one business and terrible news for another. That's the strange part of the supply squeeze now ...

Demand for memory chips has soared in the AI boom, and that has led to surging prices and tightening supply. Even Nvidia doesn't seem immune to the crunch. J.P. Morgan analyst Harlan Sur noted that ...

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Micron announced the SCAs covering Qualcomm, Visteon, HARMAN, JOYNEXT, DENSO, Astemo and Hyundai Mobis, describing them as critical suppliers of the technologies that support the automotive ecosystem.

Apple has begun testing memory chips from Chinese supplier CXMT, according to a new Wall Street Journal report citing people familiar with the matter. The two companies have reportedly held early ...

Not that critics of data center expansion needed another reason to oppose those facilities in their backyards, but they have one: the memory chip shortage. As fabricators reallocate their resources to ...

Intel (INTC) has asked its notebook and PC manufacturer clients to utilize chips built on its 18A production process as computing power demand for artificial intelligence has strained supplies, ...

The purpose of Su's visit to Taiwan is to meet with local partners and get on the same page with regard to the supply chain ...

Tight memory supply is expected to persist into 2027, with industry sources saying manufacturers have already completed much of their capacity-allocation negotiations for next year, tech publication ...

The SEMI industry association, which includes top memory chip manufacturers Micron, Samsung, and SK hynix, has written a letter to the Trump administration urging against any type of intervention in ...