Semiconductor News & Analysis Feed

7 articles
2026-08-07
news.google.com 2026-08-07
2026-07-29
tomshardware.com 2026-07-29
According to Apacer CEO C.K. Chang, the supply of DRAM chips to independent module manufacturers could drop by more than 70% year-on-year in 2027, highlighting a severe global memory supply shortage. While memory prices are expected to slow in the second half of 2026, Chang forecasts that shortages
2026-07-29
www.tomshardware.com 2026-07-29
According to Apacer CEO C.K. Chang, DRAM chip supply to independent module makers could drop by more than 70% year-on-year in 2027. This shortage stems from the surge in demand for high-performance memory such as HBM and server RAM, which are diverting production capacity from traditional DRAM segme
2026-06-30
www.autonews.com 2026-06-30
The surge in artificial intelligence infrastructure spending has triggered a global shortage of DRAM memory chips, significantly impacting the automotive industry. According to Kushal Fernandes, a partner at Kearney, AI companies are outbidding virtually every other sector for chip supply, leaving a
2026-06-30
www.autonews.com 2026-06-30
The surge in artificial intelligence infrastructure spending has triggered a global shortage of DRAM memory chips, significantly impacting the automotive industry. According to Kushal Fernandes, a partner at Kearney, AI companies are outbidding virtually every other sector for chip supply, leaving a
2026-05-22
stocktwits.com 2026-05-22
2026-05-12
www.spglobal.com 2026-05-12