With capacity shifting to high-margin HBM for AI data centers, traditional DRAM supply is collapsing, pushing enterprise IT ...
Micron Technology, Inc. (NASDAQ:MU) is one of the AI Stocks Making Waves on Wall Street. On January 2, Bernstein SocGen Group ...
Now, months after most consumers had already come to terms with the situation, Samsung’s co-CEO, TM Roh, acknowledged the ...
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Micron shares up nearly 250% in the last year, riding on AI-driven memory demand
Micron’s stock is leading the market right now for one clear reason: AI demand has changed the value of memory, and investors ...
It’s a great time to be in the business of selling memory, but much less so if you have to buy it. Such was evident in ...
As AI companies snap up memory chips, smartphone and PC makers face higher costs and tighter supply — which could lead to ...
Samsung Electronics (SSNLF) and SK hynix (HXSC.F) are looking to raise prices for server memory by up to 70% in the first ...
Chinese memory maker CXMT prepares to file for IPO in Beijing, aiming to raise $4.2 billion USD in order to expand production ...
AI is driving demand and higher prices for DRAM and NAND into 2026. Products using non-volatile memories to replace NOR and ...
TrendForce is a global provider of the latest development, insight, and analysis of the technology industry. Having served businesses for over a decade, the comp ...
ASUS has officially denied recent rumors claiming the company is preparing to manufacture its own DRAM or build a dedicated ...
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