AI is driving demand and higher prices for DRAM and NAND into 2026.  Products using non-volatile memories to replace NOR and ...
Discover why Nvidia Corporation's strong market position and fresh acquisitions signal continued growth. Click for what NVDA ...
Before we get to today’s column, we need to explain something about last week’s big news: Nvidia’s agreement to pay an ...
To understand what is in the cards for Nvidia in 2026, we need to go back and take a look at the most important moves the ...
I’ve been at this for a while. Back in 1997, I was lucky enough to convince the partners at a Wall Street boutique investment ...
As part of the agreement, Groq’s Founder Jonathan Ross, President Sunny Madra and other members of the Groq team will join ...
The number of AI inference chip startups in the world is gross – literally gross, as in a dozen dozens. But there is only one ...
PCWorld reports that AI data center demand is driving a global memory chip shortage, causing RAM and NAND storage prices to spike by hundreds of percent. Major tech companies including Dell, Lenovo, ...
Fancy cameras, giant screens and massive storage usually make smartphones more expensive. But next year, it’s a routine component that might be boosting prices: memory. And it’s not just phones. Any ...
Dec 3 (Reuters) - Memory chipmaker Micron Technology (MU.O), opens new tab said on Wednesday it will exit its consumer business, as it doubles down on advanced memory chips used in artificial ...
Brace yourself for the latest update to the memory supply crisis. And it's not good news. Not at all. Samsung and SK Hynix, who together are responsible for 70% of the DRAM market, have signalled ...
My cat, Harriet, is curled up on the TV console when I walk into the living room. She blinks at me, slowly. Cats blinking at you is supposed to be a sign of affection. I blink back. “Look at you on ...