NVIDIA is reportedly not bundling GPUs and GDDR memory chips together, telling AIB partners that they now have to source ...
Dell and HP are paying more for memory chips. That is good news for Micron and other memory and data-storage players.
Micron is well-positioned to be one of the biggest beneficiaries of the AI data center buildout. Its revenue surged 49% year ...
There is a memory shortage in DRAM, NAND and probably HBM memory chips - according to the latest financial reports from the suppliers of these components, demand from cloud providers is outstripping ...
Alphabet (GOOG, GOOGL), and Meta Platforms (META) up their capex spending on artificial intelligence and AI data centers, how ...
(CNN) — The US government has imposed fresh export controls on the sale of high tech memory chips used in artificial intelligence (AI) applications to China. The rules apply to US-made high bandwidth ...
According to industry insiders, system manufacturers such as Asus and MSI are "aggressively" stockpiling memory chips. A recent DigiTimes report indicates that system integrators and hardware ...
In warehouses across the U.S. and Europe, cards sit patiently in climate-controlled storage, waiting for the day they'll ...
Samsung Electronics ( OTCPK:SSNLF) increased the prices of certain memory chips, now in short supply due to the growing demand to build AI data centers, by up to 60% this month compared to September, ...
Micron Technology will invest 1.5 trillion yen ($9.6 billion) to build a new plant in Hiroshima in western Japan to produce advanced high-bandwidth memory (HBM) chips, the Nikkei reported on Saturday, ...
U.S. memory chipmaker Micron Technology ( MU) will invest 1.5T yen ($9.6B) to build a production facility in western Japan ...
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