Data-center demand has locked up most of Samsung's supply, and analysts now expect another double-digit price surge for consumer RAM.

A walkout at one of the world's key memory chip hubs threatens supply just as AI demand peaks, and puts Taiwan's profit-sharing norms to the test.

John Ternus, who took over as CEO on September 1, tells TIME that 'all options should be on the table' after reports Apple tested Chinese-made memory, a signal for supply chain leaders.

Solidigm's equipment-export request to Washington could reshape where the world's memory chips get made - and who gets to sell them.

A Chinese DRAM maker just changed the competitive math for Samsung, SK Hynix, and Micron - and for every buyer of memory chips.

In Friday's Wall Street debut, SK Hynix turns AI RAM demand into a $26.5B fundraising moment that rewrites comps.

Fiscal Q3 results crush estimates, prove AI memory is rewriting Micron's margins, and change the momentum math for the whole chip stack.