Between Sandisk and Pure Storage, most Wall Street analysts see the latter as the more attractive stock at current prices.
BNP Paribas expects this tight DRAM and NAND backdrop to keep lifting earnings at Seagate, SanDisk, Western Digital, and Micron, after already hiking targets on all four as preferred ways to play the ...
Surging demand for memory chips is driving up the price of smartphones and computers-- including in Germany. "The AI boom, along with the massive investments in infrastructure and data centers that ...
Despite new fabs and new technology, prices will stay high ...
On an earnings call with equity analysts today, Apple CEO Tim Cook responded to fast-rising RAM and SSD storage chip prices ...
Reports from a few days ago suggested that some smartphone manufacturers may raise prices of new handsets to account for the shortage of chips caused by the AI boom. Separately, a report said Apple ...
Memory chips are becoming the new bottleneck in AI development.