Semiconductor News & Analysis Feed

Rising memory prices are making AI infrastructure more expensive — and Nvidia's biggest customers could be in for serious sticker shock. Last month, Meta CEO Mark Zuckerberg and Microsoft CFO Amy Hood cited rising memory costs for chips and data centers as a key factor in their increased AI spending. The surge has helped fuel a boom in memory stocks. Research firm Bernstein said in a note to inv

IT departments find that purchasing servers and computers has become much more difficult because of surging memory prices and shortages.

Transcend Information said revenue for April and May combined has already surpassed its first-quarter total, as tight memory supply and elevated prices continue to lift sales at the Taiwan-based memory module maker.

MediaTek held its shareholders' meeting on May 29. Addressing the company's future outlook, Chairman Ming-Kai Tsai said that while the mobile phone market in 2026 has performed below expectations due to a sharp rise in memory prices, MediaTek's market share in various connectivity chips has increased significantly. He also noted that the company began generating revenue from AI data centers in 202

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News / GuruFocus / Micron Stock Keeps Jumping as Memory Prices Soar Micron Stock Keeps Jumping as Memory Prices Soar Less than 1 min read MU +15.49% Micron Technology MU shares extended their rally on Monday after strong earnings from peer Sandisk lifted expectations for memory-chip pricing, while Wall Street also raised its view on the broader storage market. The stock climbed about 7% in mor