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.
AI doesn't just need memory; it also needs massive storage capacity. Western Digital is a leader in developing advanced 3D ...
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 ...
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.
SoftBank unit Saimemory and Intel team up on new memory tech aimed at AI and high-performance computing. Prototypes are planned for 2028, with commercialization targeted for fiscal 2029. Energy ...
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 ...
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 ...
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 ...
Chipmakers may reportedly prioritize higher-margin customers using AI over automakers, which could affect production. Artificial intelligence has been widely adopted across multiple sectors, with ...
Spurred by insatiable demand from data centers and all things related to artificial intelligence, memory, and storage makers have become the hottest part of the stock market. Companies like Micron (MU ...
SK hynix (HXSC.F) reported record revenue and operating profit for the fourth quarter of 2025 as the rapid development of AI infrastructure boosted demand for memory chips. The South Korean company's ...
In a rare moment of concern and chaos in the PC industry, popular manufacturers like HP, Dell, Acer, and Asus are reportedly exploring sourcing dynamic random-access memory (DRAM) chips from Chinese ...
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