15hon MSN
Fortinet, Check Point could face headwinds as DRAM prices impact buildouts of firewalls: Wedbush
Wedbush (IVES) said dynamic random access memory, or DRAM, pricing is impacting buildouts of firewalls, and the companies ...
Driven by the AI boom, global computer memory prices have entered a record growth cycle, with DRAM increases outpacing gold ...
Demand for memory chips currently exceeds supply and there's very little chance of that changing any time soon. More chips for AI means less available for other products such as computers and phones ...
The cost of a lot of devices is likely to go up due to the steep rise in price of RAM — usually considered one of the cheaper ...
AI data centers are soaking up key components, raising the risk of higher smartphone and PC prices for consumers in 2026.
The semiconductor industry is experiencing a significant rally, primarily driven by the world's leading memory chip manufacturers—Micron, SK Hynix, and Samsung Electronics. This surge is largely ...
Memory giants Micron, SK Hynix and Samsung have led a rally in semiconductor stocks this year. Memory prices surged in 2025 ...
Surging data centre investment by AI giants tightens RAM and NAND supply squeezing mid tier devices as makers weigh hikes ...
Smartphone prices are expected to rise in 2026 as AI-driven demand shifts memory supply away from consumer devices, ...
AI is driving demand and higher prices for DRAM and NAND into 2026. Products using non-volatile memories to replace NOR and ...
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