
‘Insatiable’ demand and supply bottlenecks drive rally in once-unglamorous sector

SK Hynix and Samsung say customers now want long-term contracts to guarantee supplies amid acute shortages

Executives at Consumer Electronics Show suggest drive to build infrastructure is reshaping economics of consumer tech

New research suggests AI data centres will need much less memory than investors had bargained for

Second-largest memory chipmaker says customers prioritising procurement over pricing amid supply crunch

Manufacturers and analysts warn AI data centre build-out is crowding out market for semiconductors