Western companies looking at Chinese memory
With DRAM shortages getting nastier, PC makers are scrambling for supply that does not come…
dram shortage
Qualcomm smashes Q1 but trips on memory shortage
Qualcomm just learnt that beating expectations is pointless if the guidance smells even slightly off.…
Google’s Tensor dodges the memory crunch
Counterpoint thinks DRAM and NAND will squeeze 2026 shipments, with Google oddly best placed to…