Driven by the global memory chip shortage, Micron Technology has enjoyed exceptional pricing power, an advantage that strongly supports the continued momentum in its stock.
A SoftBank subsidiary has signed a collaboration agreement with Intel to commercialize "next-generation memory technology." ...
There's a bottleneck in the AI boom that won't be solved anytime soon. AI workloads require immense amounts of dynamic random access memory (DRAM), high-bandwidth memory (HBM), and "NOT AND" (NAND) ...
Qualcomm dropped as the chipmaker issued lackluster guidance due to the ongoing memory chip shortage. The company topped fiscal first-quarter estimates but issued lighter-than-expected guidance.
In the world’s biggest wholesale electronics marketplace in the bustling Huaqiangbei district of the southern Chinese metropolis of Shenzhen, memory is the new gold. On a Tuesday in January, a ...
A growing procession of tech industry leaders, including Elon Musk and Tim Coo,k are warning about a global crisis in the making: A shortage of memory chips is beginning to hammer profits, derail ...
Memory, especially High Bandwidth Memory, plays an important role in ensuring AI workloads run efficiently and fast, reducing latency. With the surge in demand, memory prices have skyrocketed, causing ...
Premiumization and in-house chip strategies favor Apple (AAPL), Samsung Electronics (SSNLF), and Google (GOOG) (GOOGL) as System on Chip, or SoC, market dynamics shift amid memory and storage becoming ...
The Nintendo Switch 2 and an artificial intelligence data center don’t look remotely alike. Yet they depend on the same crucial component—dynamic random-access memory, or DRAM. It is the fast-working ...
Micron publicly stated the company is "sold out" of memory for all of 2026. Western Digital recently authorized a $4 billion stock buyback. SanDisk crushed its latest earnings, which sent the stock ...
Anyone buying a laptop or desktop PC might find themselves using RAM from Chinese manufacturer ChangXin Memory Technologies (CXMT) in the future. Almost all major PC manufacturers are reportedly ...
Feb 5 (Reuters) - PC makers HP (HPQ.N), opens new tab, Dell (DELL.N), opens new tab, Acer (2353.TW), opens new tab and Asus (2357.TW), opens new tab are considering sourcing memory chips from Chinese ...