Dell stock soared as the company posted strong fourth-quarter earnings and bumped guidance. The company expects AI server ...
Big names in the memory industry - Samsung Electronics, SK Hynix, and Micron Technology have been pressed into action to produce HBM for AI. The reallocation of manufacturing resources has resulted in ...
While shares of Micron rose nearly 300% last year, another memory stock that did even better over past 12 months may still be ...
Micron stock has tripled yet trades at 12.4x forward P/E. With revenue expected to double and HBM sold out through 2026, ...
Pay any attention to the computer market these days and one thing becomes abundantly clear: RAM—or Random-Access Memory—has gotten pretty expensive. Memory prices have already surged approximately 90% ...
OpenAI and Amazon (NASDAQ: AMZN) today announced a multi-year strategic partnership to accelerate AI innovation for enterprises, startups, and end consumers around the world. Amazon will also invest ...
According to Wall Street's consensus estimates, Micron's revenue is forecast to reach $76 billion in fiscal 2026 -- an increase of 103% year over year. Meanwhile, analysts expect robust strong unit ...
A global shortage is responsible for every electronics and computer manufacturer in the world — including Apple — paying ...
LPDDR5X isn’t some minor component. It’s the RAM used across Apple’s modern silicon lineup, from iPhones and iPads to Macs.
A global shortage in memory chips sparked by artificial intelligence has dealt a “tsunami-like shock” to the smartphone industry, pushing prices to all-time highs, according to a new report.
Meta Platforms Inc. has reportedly agreed to a multibillion-dollar deal to rent Google Cloud’s custom artificial intelligence ...