AMD Gaming Revenue to Drop 20% as AI Devours Memory Supply
AMD warns gaming business faces 20%+ revenue decline in H2 2026 as AI-driven HBM demand squeezes consumer memory supply.
🏷️ HBM
24 articles about 'HBM'
Samsung Surges in AI Era as Memory Becomes Gold
Samsung Electronics posts record Q1 2026 results as AI-driven demand for HBM, DRAM, and enterprise SSDs transforms the c…
Memory Giants Bet Big on MRDIMM Technology
Samsung, SK Hynix, and Micron race to finalize MRDIMM, a next-gen server DRAM standard poised to reshape AI infrastructu…
Micron Stock Surges 700% in 12 Months on AI Boom
Micron Technology's market cap hits $722 billion as AI-driven memory chip demand propels the stock nearly 7x in one year…
RAMageddon: AI Hunger for Memory Chips Kills Cheap Gadgets
AI's insatiable demand for memory chips is driving up prices of laptops, phones, and consoles, potentially ending the er…
South Korea Q1 Exports Hit Record $220B on AI Chip Boom
South Korea's Q1 2025 exports reached a historic $219.9B, with semiconductor exports surging 139% to $78.5B fueled by gl…
AI Chip Boom Drives Up PC and Phone Prices Globally
Surging AI chip production is cannibalizing memory chip capacity, pushing consumer electronics prices higher worldwide.
Samsung Hits $1 Trillion Valuation on AI Chip Boom
Samsung Electronics joins TSMC in the exclusive $1 trillion club as AI-driven chip demand sends its stock soaring over 4…
Memory Chip Makers Post Record Profits as AI Boom Tightens Supply
Samsung, SK Hynix, and Western Digital report explosive profit growth as AI-driven demand creates a memory chip 'super c…
Micron CEO Says AI Still in 'Early Stages' as Memory Supply Tightens
Micron posts record Q2 results as CEO warns DRAM and NAND supply cannot keep pace with surging AI demand, predicting AI …
Micron CEO: AI Is Still Early, Memory Prices Won't Drop
Micron CEO Sanjay Mehrotra says AI-driven demand has fundamentally reshaped the memory market, making near-term price dr…
Micron CEO: AI Still in 'Early Stages,' Memory Supply Tight
Micron's CEO says AI demand is just beginning as the company posts record revenue, while DRAM and NAND supply constraint…