Technology ❯ Semiconductors ❯ Memory Chips ❯ DRAM and NAND

Market Trends

Micron Breaks Ground on ¥1.5 Trillion Hiroshima Expansion

Japan is underwriting much of the build to help secure domestic high-bandwidth memory capacity for AI data centers.

Qualcomm Repositions as AI Data‑Center Platform With Modular Acquisition

Sony Weighs PS6 Delay to 2028–2029 as AI-Driven Memory Shortage Hits Consoles

Nvidia’s Jensen Huang Presses TSMC on Capacity as AI Boom Squeezes Apple’s Chip Supply