Short-seller Andrew Left's new target is a memory stock he says investors are wrongly valuing like it's the next Nvidia

Andrew Left says SanDisk is vulnerable to competition from Samsung, which has the power to flood the market with cheaper memory capacity.
Network World

Samsung’s memory ramp-up may ease AI and cloud upgrade concerns

Expanded DRAM and HBM output is expected to relieve infrastructure bottlenecks for hyperscalers and data centers amid rising AI demand. Samsung Electronics has said it will begin mass-producing its ...
Centre for International Governance Innovation

From AI Data Centres to Your Next Smartphone: The Memory Bottleneck Is Everyone’s Problem

The memory shortage risks becoming a broader supply-chain problem. Unlike the pandemic-era chip crunch, which was driven ...
Reuters

Samsung sees acute chip shortage persisting, warns of mobiles headwind after profit triples

SEOUL, Jan 29 (Reuters) - Samsung Electronics (005930.KS), opens new tab forecast a worsening chip shortage this year driven by the AI boom, with strong memory demand benefitting its mainstay chip ...
Android

Tariffs Bite: Samsung Memory Chip Price Hike Incoming

Samsung is raising memory chip prices—up to 20% for DDR4 and 5% for DDR5—in anticipation of looming US tariffs, with stockpiling already underway. As the world’s largest memory supplier, Samsung’s ...
CNBC

Samsung’s profit triples, beating estimates as AI chip demand fuels memory shortage

Samsung posts record quarterly profit as AI-driven memory demand tightens supply. Results beat estimates and top Samsung’s own guidance for the quarter. Samsung's memory business fuels earnings, ...
Hosted on MSN

Samsung’s memory strategy could push iPhone prices higher in 2026

Memory prices are climbing fast, and the impact could soon be felt by smartphone buyers. New reports suggest Apple may be forced to raise prices for its 2026 iPhone lineup, with Samsung’s recent moves ...