#Memory chips
Total 5 articles
Samsung Electronics regained the top spot in global DRAM market in Q4, ending SK Hynix's brief reign. AI boom and HBM supply deals drove the dramatic reversal.
Memory chip shortage hits Qualcomm guidance as AI boom diverts supply from consumer electronics. Memory makers like Micron benefit while smartphone industry suffers. Supply crunch expected through 2027.
Chinese memory chipmakers CXMT and YMTC launch aggressive expansion amid global shortage, challenging Samsung, SK Hynix, and Micron's dominance in the $150B market.
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AI's insatiable appetite for memory chips is creating shortages that ripple from premium iPhones to budget TVs. Who wins and loses in 2026's tech supply crunch?
SK Hynix reported record annual operating profit of $33 billion in 2025, more than doubling from the previous year as AI memory chip shortages drove prices higher.
