Dell AI Servers Drive $16.4B Quarter, $95B Backlog
Dell AI servers generated $16.4 billion in revenue last quarter, helping drive a 330.94% year-to-date stock surge and leaving the company with a $95 billion...
Tag : dram
Apple Agrees to Higher RAM and Storage Prices Starting in 2027
Apple has agreed to pay Samsung higher prices for RAM and NAND storage chips beginning in the first quarter of 2027, according to a report...
Samsung seeks another 7–10% hike for mobile DRAM and NAND
Samsung Electronics is pushing for another round of price increases for mobile DRAM and NAND flash chips, reportedly seeking an additional 7–10% rise as it...
DRAM market share: Samsung reaches nearly 40% in H1
Samsung’s DRAM market share hit 39.4% in the first half of this year, nearly 40%, according to a report from South Korea — a 5.4...
DRAM shortage forces Apple to cut 2026 hardware shipments
Apple is scaling back its 2026 hardware shipment plans because of DRAM shortages, analyst Ming‑Chi Kuo said. Kuo linked the production cuts directly to tight...
CXMT Memory Chips Tested in iPhones and MacBooks by Apple
Apple has been testing memory chips from China’s ChangXin Memory Technologies (CXMT) across product lines including iPhones and MacBooks, according to a report today. HP...
Apple’s CXMT gamble backfires as DRAM prices match Samsung
Apple explored sourcing DRAM from China’s state-backed CXMT to try to secure lower memory prices for its iPhones, but that approach has not produced relief:...
iPhone 18 Pro Likely to Sell Out as DRAM Shortage Hits Apple
Apple’s iPhone 18 Pro, iPhone 18 Pro Max and the foldable ‘iPhone Ultra’ could be in short supply this year and may sell out quickly...
DRAM Shortage Forces Apple to Rush Memory Ahead of iPhone 18 Pro Launch
Apple and its manufacturing partners are racing to secure mobile DRAM to complete production of the iPhone 18 Pro and the company’s first foldable iPhone,...
Is Samsung boosting DRAM production to prevent Apple from sourcing chips in China?
Samsung to Boost DRAM Capacity by Year-End to Support Key Customers — Apple in Focus A targeted capacity increase to ease pressure on the memory...
Are Oppo and Vivo rejecting Samsung’s memory price hike?
Samsung is facing unexpected pushback: two major Chinese smartphone makers, Oppo and Vivo, have rejected Samsung’s proposed DRAM pricing for the third quarter — despite...
Is UniIC seeking a mainland China IPO to capitalize on the memory supercycle?
Xi’an UniIC, a DRAM manufacturer supported by China’s Tsinghua UniGroup, is accelerating its efforts to go public in Beijing. This move aligns with the strategy...
Is Samsung the only memory maker increasing DRAM share this year?
Samsung continues to solidify its leadership in the memory chip market, with recent figures highlighting its unique growth in DRAM market share among the top...
Will Samsung’s Galaxy S26 and others become more expensive in Europe soon?
Samsung is set to raise the prices of several of its smartphones, including the Galaxy S26 and Galaxy Z Fold8, due to a crisis in...