When you take a close look at your monthly Azure bill, the likelihood is that the single biggest line item will be Compute.

Structural imbalances in the memory industry have emerged due to AI data center demand, sending server memory prices sky high and upstream manufacturers to go all out to increase profits. Severe ...

The intensifying memory shortage already has its winners. SK Hynix has raised its prices by as much as 70% compared to the final quarter of 2025. Micron has moved away from the consumer sector to ...

The companies behind hard drives and storage are leading a stock rally. The surge comes after Jensen Huang flagged data storage as a key constraint for AI at CES 2026. SanDisk led the rally, jumping ...

Samsung Electronics (SSNLF) and SK hynix (HXSC.F) are looking to raise prices for server memory by up to 70% in the first quarter, while a surging demand in AI impacts global supply, The Korea ...

If you’ve considered building or upgrading a PC lately, you’ve likely noticed the shockingly high price of memory. RAM kits that sold for reasonable sums just a year ago now routinely cost two to ...

WTF?! DRAM prices have seen a steep rise in recent months, primarily driven by surging demand for high-bandwidth memory from AI data centers. The situation has gotten so bad that some high-end server ...

After the release of November monthly sales from several Taiwan-based tech suppliers, investment firm Wedbush Securities said server and memory components continued to show exceptional strength.

A total addressable market is a forecast of what will be sold – more precisely, what can be manufactured and sold. It is not a forecast of aggregate demand, which can be even larger as the backlogs ...

TL;DR: SK hynix's new 256GB DDR5 RDIMM server memory modules, based on 32Gb DRAM, are officially verified for Intel's Xeon 6 platform, delivering up to 16% better inference performance and 18% ...

Micron Technology reported fiscal first-quarter results that beat Wall Street expectations for sales and earnings per share. Micron shares rose in extended trading. Micron makes memory and solid-state ...