The memory trade is pulling in capital fast as chip shortages collide with nonstop AI demand. Storage and chip stocks are climbing hard while investors look past fading megacap rallies and hunt for ...

BNP Paribas expects this tight DRAM and NAND backdrop to keep lifting earnings at Seagate, SanDisk, Western Digital, and ...

AI doesn't just need memory; it also needs massive storage capacity. Western Digital is a leader in developing advanced 3D ...

Micron, SK Hynix and Samsung Electronics — make up nearly the entire RAM market, and they're benefitting from this shortage.

See how the DRAM memory shortage links to HBM-first focus and consumer supply cuts, helping you avoid overpaying and time your buys.

The global memory crunch isn't easing — it's tightening further and according to Goldman Sachs this is setting up a pricing environment that could push earnings and margins toward cycle highs for ...

While the stock market has spent the last two years obsessed with logic chips and GPUs, a significant shift is occurring in the hardware sector. The compute trade, which represents betting on the ...

Western Digital Corporation (NASDAQ:WDC) is one of the stocks Jim Cramer talked about, along with the memory shortage. Cramer ...

Apple CEO Tim Cook says a global memory chip shortage is beginning to bite, with rising costs expected to pressure margins ahead.

Celebrating 20 Years of Driving Innovation in Memory, Storage, and Data Architecture SANTA CLARA, Calif., Dec. 15, 2025 /PRNewswire/ -- FMS: the Future of Memory and Storage, the industry's premier ...