Apple CEO Tim Cook says a global memory chip shortage is beginning to bite, with rising costs expected to pressure margins ahead.
Investors’ hunt for the next winners of the AI trade comes as the long-running rally in megacap tech stocks, which has driven ...
AI data center demand is diverting DRAM and NAND supply, pushing up prices for cameras, storage, PCs, and creative workflows ...
Apple faces iPhone pricing challenge, supply crunch as AI demand deepens global memory chip shortage
Apple reported blowout first quarter results after the bell on Thursday, on the back of all-time record iPhone sales, which, in turn, drove all-time record revenue for the company ...
Memory startup d-Matrix is claiming its 3D stacked memory will be up to 10x faster and run at up to 10x greater speeds than HBM. d-Matrix's 3D digital in-memory compute (3DIMC) technology is the ...
Sandisk Corp, Micron Technology Inc and Western Digital Corp into the hottest stocks in the market over the past year.
According to reports from Korean sources, Microsoft and SK Hynix have recently entered an exclusive partnership in the memory business. The South Korean giant, one of ...
During Microsoft’s October earnings call, CFO Amy Hood also pointed to higher capital expenditures in 2026, adding that the ...
The artificial intelligence boom continues reshaping the semiconductor landscape, with memory module manufacturers positioned at the center of the data center expansion. As tech giants race to build ...
Micron Technology, Inc (NASDAQ:MU) has begun customer sampling of its 192GB SOCAMM2 (small outline compression attached memory modules), designed to accelerate adoption of low-power memory in AI data ...
With data centers in the ascendancy, what's old is new again.
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