Budget smartphone and laptop manufacturers face mounting production risks as AI-driven demand pushes memory...
SK Hynix Sees AI Memory Supply Tightness Lasting Through 2030
SK Hynix expects the supply squeeze in AI-related memory chips to last until the...
UBS Reiterates $1,625 Target on Micron, Citing HBM Price Boom Amid Supply Crunch
UBS has reiterated its bullish outlook on Micron Technology, maintaining its “Buy” rating and...
Apple Explores China’s CXMT Chips Amid AI-Driven Memory Shortages
Apple is evaluating memory chips from China’s Changxin Memory Technologies (CXMT) for use in...
DELTA Faces Earnings Dip in 2Q26 Amid Raw Material Shortages
Finansia Syrus Securities (FSS) has released an analysis on Delta Electronics (Thailand) Public Company...