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Business
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This Nvidia change could spell good news for Micron
5 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
Dram
19 trends tracked about this subject — the full history, oldest to newest below.
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Business
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Apple tests China's CXMT memory chips for iPhones and MacBooks, WSJ reports
Apple is testing CXMT memory chips for iPhones and MacBooks amid a critical DRAM shortage affecting TSMC production.
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Apple Tests Chinese Memory Chips as Supply Squeeze Bites
Apple is testing memory chips from China's CXMT to mitigate supply shortages caused by the global AI boom.
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Technology
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Apple Tests Chinese Memory Chips as Supply Squeeze Bites
Apple tests Chinese memory chips amid a severe supply squeeze while CXMT reportedly rejects demands for price cuts.
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Technology
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iPhone 18 Pro Release Date: Demand Drives September Launch
Recent reports outline upcoming pre-order dates, steep production costs, and potential supply constraints for Apple's upcoming iPhone models.
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Microsoft’s Efforts In Making Windows 11 More Efficient Isn’t Just Due To The DRAM Shortage; Analyst Believes MacBook Neo Played A Pivotal Role In This Decision
An analyst attributes Microsoft's Windows 11 efficiency push not only to DRAM shortages, but also to the MacBook Neo.
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China chipmaker CXMT's shares surge 470% in Shanghai trading debut
Chinese memory chipmaker CXMT has seen its shares surge up to 470% during a blockbuster trading debut in Shanghai.
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How the 'twin stars' of China, CXMT and YMTC, changed the chip game
China's semiconductor industry is shifting through the rise of 'twin stars' CXMT and YMTC amid a strategic race to bypass American AI chip restrictions.
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China’s Memory Chip Giants Are Going Public. How to Play Them.
China's CXMT is pursuing a massive public offering to scale its DRAM capacity, signaling a major shift in the global memory chip landscape.
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Micron Stock Drops With Chinese Competition About to Get Fiercer
Micron slides 8% as China’s CXMT nears parity, tightening the DRAM race
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China’s Chip Champion to Raise Billions in Race for A.I. Control
Chinese memory chipmaker CXMT is preparing for a blockbuster public offering aiming to raise billions in capital.
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Apple Begins Testing Controversial Chinese Memory Chips
Apple has initiated testing of DRAM memory chips from CXMT, a Chinese supplier currently subject to United States trade restrictions.
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Business
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UBS doubles its DRAM price forecast as memory demand outpaces supply by 17 points through 2027
Global gadget prices are rising again as a crucial memory shortage deepens, driven by AI demand outstripping supply.
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Samsung Is Increasing LPDDR And Commodity DRAM Prices By Over 20% In Q3 After Hiking By 90% In Q1 And 50-60% In Q2
Samsung is planning a further 20% increase in DRAM and LPDDR contract prices for Q3 2026, marking the third consecutive quarter of significant hikes.
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SK Hynix, Samsung and Micron sued over allegations of "concerted anticompetitive behaviour" in DRAM market
2 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Business
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For Years, Apple Acquired DRAM And Flash Storage For Under $40 But Charged $99 For The Upgrade, Now It’s About To Pay ~$200 For The Combo And Crying Out For Aid
3 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Business
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Memory Trio Samsung, SK Hynix & Micron Face Class Action Lawsuit As Prices Reach Historical High Due To Shortages
Samsung, SK Hynix, and Micron face a class-action lawsuit alleging a coordinated scheme to inflate DRAM prices amid hardware shortages.
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Lenovo says DRAM prices “will never be like last year again”, shares “RAMageddon survival guide”
Lenovo warns that DRAM prices will never return to prior levels and shares a survival guide.
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Technology
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AI is turning Nintendo and Sony products into accidental luxury goods
7 news sources are covering this Technology story right now — PULSE is tracking how fast it spreads.