#dram
3 stories

RAM shortage to persist through 2028, executives warn
Micron and Samsung say memory supply will remain tight for years as AI and server demand consumes manufacturing capacity.
Ars Technica · 1m

Apple iPhone prices could jump in 2027
Apple's memory costs may force iPhone prices up to $2,000 by 2027
Mashable · 1m

Micron at $927: A Hold, Not a Buy
Micron's stock has surged 489% in a year, but peak margins and AI spending uncertainty make waiting the smarter move.
Yahoo Finance · 2m