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The AI gold rush just hit a new layer: Here’s why SanDisk is printing money

Quick Read Sandisk (SNDK) generated $4.1B in operating profit on $5.95B revenue in Q3 2026, with $42B in multiyear AI ...
Yardbarker

OpenAI’s Spending Cuts Aren’t Fixing the Memory Crisis — Here’s What’s Really Happening

The UK’s Telegraph made waves this week with a bold claim: “spending cuts at OpenAI have hit memory chip prices.” It’s the kind of headline that sounds great — a little schadenfreude, a little ...
Seeking Alpha

Memory crunch hits smartphone and AI markets, but Apple maintains shine: GF Securities

Sustained high memory demand and escalating prices continue to pressure the margins of smartphone manufacturers, especially during a period of mild market demand, according to GF Securities. In ...

Semiconductor industry revenue to hit $1.3 trillion in 2026 as memory crunch hits consumers

Learn more The world will spend a staggering $1.3 trillion on semiconductors in 2026, marking the largest growth in two decades, market research company Gartner reported on Wednesday. The figure shows ...