SemiAnalysis' conclusion reinforces what memory manufacturers have already begun reporting through higher average selling prices and record profitability.

Artificial intelligence has created no shortage of investment opportunities, but it has also exposed one bottleneck after ...

AI may have unleashed demand for memory chips, but Micron remains a cyclical business; here are four factors that could ...

For the past two years, the corporate race has been defined by adoption. Boards wanted AI strategies. CEOs wanted ...

As the AI computing race accelerates and semiconductor manufacturing capacity is increasingly redirected toward advanced ...

Flash storage maker MiPhi is capitalizing on the global memory chip shortage to secure lucrative deals in India's electronics ...

NVIDIA expands cloud compute support as AI processor demand remains tight and cloud firms race to scale infrastructure.

Memory stocks are surging as AI fuels HBM/DRAM/NAND shortages and pricing power at Micron, Samsung, SK Hynix. Click for more.

During MWC Shanghai 2026, Fibocom launched the storage-optimized FG550-EAU, a 5G module based on the Samsung Exynos Modem ...

System76 Adder Pro is a 1.53 kg Linux gaming laptop launching mid-July with Intel Panther Lake Core Ultra 7 356H on the 18A ...

Open-source OCR from Baidu eliminates the GPU memory wall that limits long-document parsing. Unlimited OCR uses a constant KV ...

Industry insiders say that the AI scramble has now moved from older-generation GPUs to acquiring the latest generation of AI ...