News

Big tech stocks continue to fuel the artificial intelligence (AI) narrative, but I see one chip stock as largely ignored and ...
ChangXin Memory Technologies (CXMT) has restarted major facility investments to ramp up DRAM output and fast-track ...
Semiconductor maker Micron just raised its guidance thanks to the booming AI data center demand for its memory chips.
The tech industry's hyperscalers have reported second-quarter earnings, and one main theme has emerged: They continue to ...
SK Hynix is partnering with flash memory manufacturer Sandisk to jointly promote the standardization of High Bandwidth Flash ...
High Bandwidth Memory chips, designed to rapidly feed data to powerful AI accelerators, are expected to grow in demand by ...
China seeks US easing on AI chip export rules for HBM memory chips ahead of Trump-Xi summit, targeting restrictions on Huawei ...
Chinese tech firms are leveraging software improvements to compensate for limited access to advanced hardware.
SK Hynix sees the AI-focused High Bandwidth Memory market growing about 30% each year to 2030, approaching $98B. Holding 70% ...
MU projects high-teen DRAM demand growth in 2025, fueled by AI-driven applications and record data center sales.
South Korea’s SK Hynix expects the market for high-bandwidth memory (HBM) chips used in artificial intelligence to grow 30% ...
Huawei’s announcement today could relieve some of this pressure on China’s domestic chip industry, with the software allowing ...