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Big tech stocks continue to fuel the artificial intelligence (AI) narrative, but I see one chip stock as largely ignored and ...
Semiconductor maker Micron just raised its guidance thanks to the booming AI data center demand for its memory chips.
ChangXin Memory Technologies (CXMT) has restarted major facility investments to ramp up DRAM output and fast-track ...
The tech industry's hyperscalers have reported second-quarter earnings, and one main theme has emerged: They continue to ...
SK Hynix is partnering with flash memory manufacturer Sandisk to jointly promote the standardization of High Bandwidth Flash ...
High Bandwidth Memory chips, designed to rapidly feed data to powerful AI accelerators, are expected to grow in demand by ...
Chinese tech firms are leveraging software improvements to compensate for limited access to advanced hardware.
China seeks US easing on AI chip export rules for HBM memory chips ahead of Trump-Xi summit, targeting restrictions on Huawei ...
2d
Zacks.com on MSNMicron Eyes High-Teen DRAM Demand Growth: Is It Sustainable?
With AI adoption expanding across data center, mobile and automotive markets, Micron appears well-positioned to benefit from ...
3d
tom's Hardware on MSNSK hynix projects HBM market to be worth tens of billions of dollars by 2030 — says AI memory industry will expand 30% annually over five years
SK Hynix sees the AI-focused High Bandwidth Memory market growing about 30% each year to 2030, approaching $98B. Holding 70% ...
Huawei’s announcement today could relieve some of this pressure on China’s domestic chip industry, with the software allowing ...
Sequentially, shipments grew 14.9% quarter-over-quarter from the 2,896 MSI recorded during the first quarter of 2025, ...
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