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AI Memory Crunch Puts Gaming at Risk as Samsung and SK Hynix Are Poised to Supply Nvidia HBM4

AI data centers are drawing scarce RAM at higher prices, constraining consumer supply.

AI Boom Reshapes Memory Market, Ending Boom-Bust Cycle

China Warns of Fresh Chip Shortages as Nexperia’s Internal Fight Escalates

SK hynix Adds 21.6 Trillion Won to Complete First Yongin Fab, Targeting 2027 Start

Pritzker Proposes Two-Year Pause on Illinois Data Center Tax Credits

EnPro Sets 2026 Outlook for 8%–12% Sales Growth as AST Recovery Skews to Second Half

Jenoptik Confirms 2025 Slide, Targets Return to Growth in 2026

Applied Materials Heads Into Q1 Earnings With $6.85 Billion Revenue Guide

Thyssenkrupp Posts €353 Million Quarterly Loss, Advances Plan to Shrink Central Holding to 50 Roles

Lenovo Warns PC Shipments at Risk as Memory Shortage Deepens

Siemens Energy Profit Soars on Record Orders as Siemens Lifts Outlook and Tops DAX

Solstice Guides 2026 Below Street, Launches Dividend as Secular Demand Builds

Taiwan Rejects U.S. Push to Move 40% of Its Chip Capacity

Memory Shortage Triggers PC Price Hikes, With Smartphone Costs at Risk as RAM Jumps Up to 90%

SIA Sees Semiconductor Sales Reaching $1 Trillion in 2026 on AI Boom

Sumo Digital Begins Redundancy Consultation, Says Ongoing Projects Unaffected

Infineon Lifts Capex After AI Demand Drives Modest Q1 Gain

Infineon to Buy ams‑Osram’s Non‑Optical Sensor Unit for €570 Million

TSMC’s AI Boom Lifts Margins and Supercharges Spending as U.S. Expansion Accelerates

Bosch Profit Nearly Halves in 2025 on Restructuring Hit