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    Tech Memory Shortage: Costs Rise, Supply Tightens Through 2028

    Tech Memory Shortage: Costs Rise, Supply Tightens Through 2028

    Memory prices and supply are projected to remain tight through 2028 due to production shifts and high demand. Enterprises must be strategic with upgrades and pricing to manage costs amidst a constrained market.


    CXMT’s Major IPO, HBM Ambitions & US Export Limits: Shaping Global Memory Markets

    CXMT’s Major IPO, HBM Ambitions & US Export Limits: Shaping Global Memory Markets

    China's CXMT secures a massive $8.6B IPO, becoming the 4th largest memory chipmaker. Despite US export limits, it eyes HBM technology for AI, aims to surpass Micron, and influences global memory pricing. US firms lobby for/against its market access.