Andrew Left says SanDisk is vulnerable to competition from Samsung, which has the power to flood the market with cheaper memory capacity.

The memory shortage risks becoming a broader supply-chain problem. Unlike the pandemic-era chip crunch, which was driven ...

Samsung acknowledges rising memory chip prices as a global issue but plans to navigate this through strategic partnerships.

Samsung Electronics is now fully participating in the AI-driven memory super cycle, with recent Nvidia approval and a Tesla chip deal fueling a 60% rally. Memory market tightness is acute, with ...

Samsung expects that its memory chips will be in very high demand throughout 2026 and 2027, and that seems like a pretty likely scenario. The RAM shortage is impacting several different categories of ...

Expanded DRAM and HBM output is expected to relieve infrastructure bottlenecks for hyperscalers and data centers amid rising AI demand. Samsung Electronics has said it will begin mass-producing its ...

TL;DR: Samsung has not yet passed NVIDIA's qualification for HBM3E memory, making it unlikely to supply 8-layer and 12-layer HBM3E to NVIDIA this year. The delay is due to Samsung's inability to meet ...

SEOUL, Jan 29 (Reuters) - Samsung Electronics (005930.KS), opens new tab forecast a worsening chip shortage this year driven by the AI boom, with strong memory demand benefitting its mainstay chip ...

Samsung posts record quarterly profit as AI-driven memory demand tightens supply. Results beat estimates and top Samsung’s own guidance for the quarter. Samsung's memory business fuels earnings, ...

Samsung is raising memory chip prices—up to 20% for DDR4 and 5% for DDR5—in anticipation of looming US tariffs, with stockpiling already underway. As the world’s largest memory supplier, Samsung’s ...

Memory prices are climbing fast, and the impact could soon be felt by smartphone buyers. New reports suggest Apple may be forced to raise prices for its 2026 iPhone lineup, with Samsung’s recent moves ...

Samsung says it believes its memory chips will remain in high demand, and that it will continue throughout 2026, as well as 2027. This high demand for Samsung’s chips is likely due to Samsung’s ...