Short-seller Andrew Left's new target is a memory stock he says investors are wrongly valuing like it's the next Nvidia

Andrew Left says SanDisk is vulnerable to competition from Samsung, which has the power to flood the market with cheaper ...
U.S. News & World Report

Samsung Beefs up Advanced Chip Output After Memory Chip Sales Hit Record High

SEOUL (Reuters) -Samsung Electronics expects demand for memory chips for the global AI infrastructure build-out to far outstrip the company's supply, and said on Thursday it will focus on mass ...
Android

Samsung could ditch its own memory chips in some Galaxy S25 units

Samsung’s factories manufacture many key components for its own devices. Galaxy smartphones typically feature in-house processors, displays, modems, and RAM. However, over the past year, its ...
Android

Tariffs Bite: Samsung Memory Chip Price Hike Incoming

Samsung is raising memory chip prices—up to 20% for DDR4 and 5% for DDR5—in anticipation of looming US tariffs, with stockpiling already underway. As the world’s largest memory supplier, Samsung’s ...
Hosted on MSN

Samsung’s memory strategy could push iPhone prices higher in 2026

Memory prices are climbing fast, and the impact could soon be felt by smartphone buyers. New reports suggest Apple may be forced to raise prices for its 2026 iPhone lineup, with Samsung’s recent moves ...
Opinion

From AI data centres to your next smartphone: The memory bottleneck is everyone’s problem

The memory shortage risks becoming a broader supply-chain problem. Unlike the pandemic-era chip crunch, which was driven largely by logistics and temporary disruptions, today’s shortage stems from a s ...
CNBC

Samsung’s profit triples, beating estimates as AI chip demand fuels memory shortage

Samsung posts record quarterly profit as AI-driven memory demand tightens supply. Results beat estimates and top Samsung’s own guidance for the quarter. Samsung's memory business fuels earnings, ...