Memory & Storage

AI serverscapacity expansion

Murata bets on ceramic capacitors as AI servers clean it out

A Kyoto parts maker that supplies roughly 40 percent of the world's ceramic capacitors will spend a trillion yen through 2030 to more than double the business.

A Korean brokerage sees memory’s margin climbing past 80 percent again

A Japanese memory maker’s profit forecast has no recent precedent

AI memoryDRAM pricing

Memory’s squeeze has a calendar and it runs to 2028

A startup bets one cell can replace three kinds of memory
AI memoryemerging memory

A startup bets one cell can replace three kinds of memory

A Chinese memory maker tells Apple to pay full price
AppleChina semiconductors

CXMT refuses Apple order to protect domestic DRAM supply

DDR6DRAM

Micron sketches a denser memory lineup for late 2027

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