Oppo and OnePlus announce price increases for existing smartphone models starting March 16, citing the rising costs of components such as high-speed storage
Analysis: soaring NAND prices threaten Nintendo's software sales; the average games purchased per console came to 2.18 in December 2025, vs. 3.88 in March 2018
Demand for Nintendo Co.'s profit-earning game software is under threat from soaring prices for data storage …
Analysis: despite investing $150B+ in 10+ years, China is expected to produce 2% of global AI chips in 2026 and 70x less memory storage than foreign chipmakers
More than a decade into Beijing's push for self sufficiency, Chinese firms are producing fewer, lower-performing chips than their foreign competitors.Forums:r/hardwareForums:r/hardware:China's semicon...
Analysis: despite investing $150B+ in 10+ years, China is expected to produce 2% of global AI chips in 2026 and 70x less memory storage than foreign chipmakers
More than a decade into Beijing's push for self sufficiency, Chinese firms are producing fewer, lower-performing chips than their foreign competitors.
Japanese NAND flash memory maker Kioxia is up 500%+ in 2025 so far, outperforming all other MSCI World Index members, after its Tokyo IPO debut in December 2024
Artificial intelligence's insatiable appetite for data storage has delivered Japanese memory chipmaker Kioxia Holdings Corp …
Tigris, which is building a network of localized data storage centers that it claims can meet the compute needs of AI workloads, raised a $25M Series A
The explosion of AI companies has pushed demand for computing power to new extremes, and companies like CoreWeave …
Dell says it now expects 7% to 9% annual revenue growth, up from its prior forecast of 3% to 4%, citing demand for compute, storage, and networking to deploy AI
Annie Palmer / CNBC :
The AI boom is driving memory and storage shortages that may last a decade; OpenAI's Stargate has deals for 900K DRAM wafers per month, or ~40% of global output
Once-cheap SSDs, DRAM, and HDD prices are climbing fast as AI demand and constrained supply converge to create the tightest market in years. Bluesky: @smcgrath.phd , @broximar , @zhugeex.com , @tprstl...
Kioxia, whose stock has more than tripled since its public debut in Tokyo last December, expects NAND storage demand to grow by ~20% annually amid the AI boom
Kioxia Holdings Corp. anticipates demand for NAND storage will grow by roughly 20% each year as AI data center operators keep scaling up.
US nuclear, geothermal, and energy storage companies have found a lifeline in the AI data center boom after years of challenges such as high interest rates
Bloomberg :