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Stories tagged #MemoryChips

Every Zipp story tagged #MemoryChips, newest first.

SNDK eyes $2,650 as Gemini AI projects year-end target

40d ago

SNDK eyes $2,650 as Gemini AI projects year-end target

The bull case rests on memory shifting from commodity afterthought to AI-scale bottleneck; the bear case on a ~66x P/E and a customer base concentrated almost entirely in hyperscaler capex.

Microsoft Hikes Xbox Prices Up to $150 as Memory Chip Crunch Hits

45d ago

Microsoft Hikes Xbox Prices Up to $150 as Memory Chip Crunch Hits

The $50-$150 jumps land in the middle of a consumer gaming slowdown and signal that hardware makers are passing AI-driven memory inflation through to end users for the first time.