BNP Paribas expects this tight DRAM and NAND backdrop to keep lifting earnings at Seagate, SanDisk, Western Digital, and ...
The memory trade is pulling in capital fast as chip shortages collide with nonstop AI demand. Storage and chip stocks are ...
On an earnings call with equity analysts today, Apple CEO Tim Cook responded to fast-rising RAM and SSD storage chip prices ...
Apple CEO Tim Cook says a global memory chip shortage is beginning to bite, with rising costs expected to pressure margins ahead.
Data storage stocks wildly outperformed the market last year. They could do it again in 2026.
Optical storage and even DNA storage could be a significant contender for the digital archive market in the coming decades.
Micron's Compute and Networking Business Unit, which includes memory products and storage solutions, is the largest contributor to revenue.
While the stock market has spent the last two years obsessed with logic chips and GPUs, a significant shift is occurring in ...
AI-driven data center demand is fueling a memory/storage shortage. Get Wedbush’s NAND outlook, supply-gap forecast, and new ...
Kioxia Corporation announced that it has begun sampling new UFS Ver. 4.1 embedded memory devices with QLC technology.
Across the computing industry, computer memory (both in the form of RAM and flash storage) has only been getting ...
As data centres scale up to support AI workloads, memory and storage have emerged as unexpected pressure points creating ...