NVIDIA is reportedly not bundling GPUs and GDDR memory chips together, telling AIB partners that they now have to source ...
The AI infrastructure buildout is creating shortages of components including various types of chips that are also used in ...
Dell and HP are paying more for memory chips. That is good news for Micron and other memory and data-storage players.
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 ...
(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 ...
Alphabet (GOOG, GOOGL), and Meta Platforms (META) up their capex spending on artificial intelligence and AI data centers, how ...
In warehouses across the U.S. and Europe, cards sit patiently in climate-controlled storage, waiting for the day they'll ...
Micron is well-positioned to be one of the biggest beneficiaries of the AI data center buildout. Its revenue surged 49% year ...
The move comes as Micron looks to diversify advanced chip production outside of Japan, Nikkei said, citing people familiar ...
Memory prices have surged by 30% as AI fuels the strongest demand in decades, hiking input costs for electronics giants like ...
U.S. memory chipmaker Micron Technology ( MU) will invest 1.5T yen ($9.6B) to build a production facility in western Japan ...
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, ...
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