Roundhill’s new fund is worth noting for three reasons. The requirement that 50% of revenue come from the memory segment ensures that you are investing in actual manufacturers rather than diversified ...

Rambus Inc. is positioned as a leveraged play on AI-driven memory subsystem complexity, benefiting from both product and IP licensing businesses. RMBS holds a 40% market share in DDR5 RCDs and targets ...

Micron Technology (MU) shares advanced on AI infrastructure demand as the company’s Q2 FY2026 guidance projects $18.70B revenue and $8.42 EPS. SanDisk (SNDK) stock also posted gains with the company’s ...

Holdings are subject to change. "Memory is moving to the center of the AI ecosystem," said Dave Mazza, CEO of Roundhill Investments. "As AI scales in size and complexity, the demand for ...

Micron, Samsung and SK Hynix, the world's top memory makers, all made headlines this week. Micron's stock fell after it blew away earnings expectations and raised spending expectations, while Samsung ...

Micron Technology can breeze past Wall Street's expectations when it releases its quarterly results this week. The company's outlook is likely to exceed expectations, which should give the stock a ...

Last summer, the workstation I use for writing these articles felt sluggish. You know how it goes, right? I'm using the same web browsers and word processor as always ...

Recap: Intel introduced its first x86 processor architecture in 1978 with the 8086 microprocessor. A few years later, the company made history again with the 80286 – a CPU so successful that it ...

SK Hynix overtook Samsung in operating profit in 2025 for the first time, driven by its dominance in AI memory chips. Samsung's broader business diluted gains as SK Hynix benefited from its focus on ...

Jan. 27 (Asia Today) --South Korea's two biggest memory makers are expected to trade leads in the high-bandwidth memory market as demand surges for artificial intelligence hardware and customers ...

Ripple effect: DRAM prices have surged in recent months, and that spike is set to ripple far beyond memory modules themselves. As the shortage deepens and stretches into 2026, supply chain insiders ...