Micron (MU) stands out in AI data center memory growth with HBM innovation and strong demand. Read here for deeper insights ...
In an interesting development for the GPU industry, PCIe-attached memory is set to change how we think about GPU memory capacity and performance. Panmnesia, a company backed by South Korea’s KAIST ...
Lam Research (LRCX) is witnessing early progress in Akara, its latest conductor etch tool. In the fourth quarter of fiscal 2025, Akara won several new applications at a major Dynamic Random Access ...
Standard DRAM (dynamic random access memory) prices remain high after doubling in just one month, as speculation grows that Chinese manufacturers are phasing out production to prioritize AI chips and ...
In context: Demand for GPUs and other AI accelerators isn't expected to decrease anytime soon, and the cost of DRAM will be directly influenced by the strong "generative bubble" we are experiencing ...
An interesting thought experiment to do in 2025 when looking at the financial results of just about any of the key compute, storage, and networking component and system suppliers is to imagine how any ...
HBM is one of the hottest markets right now thanks to the insatiable demand for more and more AI GPU computing power, with HBM makers like SK hynix, Samsung, and Micron all fighting over each other to ...
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