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Semiconductors

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Nvidia, Google and AMD Projected to Take Most Global HBM Supply by 2027

Filled factory allocations point to a likely multi-year memory shortage that will boost prices and give big buyers priority access.

Apple Tests Pentagon‑Flagged Chinese DRAM as Lawmakers Press to Block Sales

Most Steam Machines Ship With a Single 16GB DDR5 Stick, Creating a RAM 'Lottery'

Arm Reports Record Sales as AI Orders Top $2 Billion but Supply Falls Short

Helium Squeeze Deepens After Iran’s Strikes on Qatar Hit Global Supply

Apple Slashes iPhone Air Production, Shifts Capacity to iPhone 17 and 17 Pro