# memory

Memory-Led Boom: Semiconductor Revenues Poised to Cross $1 Trillion on AI and Storage Strength

Omdia forecasts that the semiconductor industry will surpass $1 trillion in revenue by 2026, propelled primarily by a storage-led recovery and stronger AI deployment. The rebound is heavily concentrated in memory chips, while non-memory segments show only modest growth, raising questions about cycle concentration and supply-chain risk.

NeTe2026年2月7日 14:10

#semiconductor#memory#DRAM

Close-up of a 12-year-old single malt whisky bottle with elegant design on a textured background.

Technology

Memory Modules Soar: Daily Price Swings and a Consumer Electronics Squeeze in 2026

Memory module prices in China have surged sharply in early 2026, with daily volatility and near-doubling in some segments driven by AI, data-centre demand and seasonal restocking. The spike threatens to raise consumer electronics prices, squeeze OEM margins and invite heavy capital spending that could sow future overcapacity risks.

NeTe2026年1月18日 06:50

#memory#DRAM#NAND

Close-up of a Seagate FireCuda SSD on a white background with three yellow rubber ducks.

Technology

Memory Prices Rocket as AI Squeezes Supply Chain — Devices, OEMs and Shoppers Feel the Pinch

A sharp surge in memory and SSD prices driven by AI-related demand is pushing up the cost of laptops, phones and assembled PCs while inflating profits at major memory makers. Industry insiders expect the tightness to persist through 2026 as capacity expansion lags explosive demand for AI-optimised storage.

NeTe2026年1月17日 18:00

#memory#DRAM#SSD