Sandisk, Western Digital, Seagate and Micron need to keep undershooting demand.
AI has turned computer memory from a cheap commodity into the hottest ticket in the chip world, and the shelves are starting ...
As AI demand drives prices up, CXMT is overcoming Washington’s curbs to take on Micron and South Korean leaders.
There's only so much RAM to go around, and with data centers seen as the priority, smartphone and laptop makers may have to ...
Micron says the global memory crunch isn't a short-term problem. With AI data centers demanding more DRAM than ever, even ...
The memory specialist's growth rate is likely to accelerate as the year progresses, thanks to improving memory prices.
In an overvalued market, this artificial intelligence (AI) stock is trading at an incredibly low valuation relative to its earnings and is well-positioned to capitalize on the AI-driven memory ...
A Chinese smartphone manufacturer has canceled the release of a new model due to a global surge in memory semiconductor ...
AI is only the latest and hungriest market for high-performance computing, and system architects are working around the clock to wring every drop of performance out of every watt. Swedish startup ...
A severe market shortage accompanied by sky-high prices would normally compel manufacturers to sharply boost their production. But memory companies have been burned by sharp price swings in the past ...