PC gaming is going to be in problem as data centers will consume over 70% of the memory chip production in 2026 and beyond. The post With Data Centers set to consume 70% of the memory chips produced ...
The memory industry faced shortage issues in the past but those were partially due to the changing of memory format. When the ...
While the stock market has spent the last two years obsessed with logic chips and GPUs, a significant shift is occurring in the hardware sector. The compute trade, which represents betting on the ...
Demand from AI data centers has led to a surge in memory chip prices, taking a toll on sales, margins of leading consumer electronics makers.
The supply shortage of the RAM needed to build phones and PCs isn’t going away. But a few companies have a plan to solve it.
As data centres scale up to support AI workloads, memory and storage have emerged as unexpected pressure points creating ...
Memory and data storage stocks tumbled on Thursday after the group saw investors rush into the names over the past six months ...
AI is straining DRAM, NAND and storage supply, boosting prices and profits as makers stay disciplined on new capacity.
Memory maker Micron (MU) reported a blowout first quarter earnings report on Wednesday, beating expectations on the top and bottom lines and offering a better-than-anticipated outlook for the second ...
Data storage stocks soared after Nvidia CEO Jensen Huang, speaking at the Consumer Electronics Show in Las Vegas on Monday, highlighted the artificial intelligence industry’s huge demand for memory ...
AI storage vendor Vast Data is launching what it calls a Flash Reclamation Program to help customers in the current AI-driven ...
The rapid evolution of persistent memory (PM) technologies has spurred a significant shift in how data structures and algorithms are designed and implemented. Persistent memory, offering ...