Building Generative AI models depends heavily on how fast models can reach their data. Memory bandwidth, total capacity, and ...
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Memory chip stocks rise
Shares of major memory chipmakers jumped as an AI-driven supply crunch pushed prices higher, with companies shifting ...
Memory may not derail the AI boom, but it is increasingly likely to shape how fast it grows, who benefits first, and at what ...
Nvidia used the Consumer Electronics Show (CES) as the backdrop for an enterprise scale announcement: the Vera Rubin NVL72 ...
SK hynix showcases its next-gen memory solutions for AI at CES 2026: with 48GB HBM4, SOCAMM, LPDDR6, and more for future AI ...
Micron stock nears record $315 as Bernstein lifts target to $330. Memory shortage drives pricing power with tight supply ...
MU surged 239% in 2025 as AI-driven memory demand accelerated. However, strong financials, HBM momentum and low valuation ...
Memory and storage stocks jumped again on Tuesday, as investors continue to flock to the space amid the artificial ...
Samsung last month unveiled a SOCAMM2 LPDDR5-based memory module designed specifically for AI data center platforms.
Astera Labs and Marvell are poised to gain from surging memory prices via memory controllers. See more on ALAB and MRVL stock ...
Samsung Electronics expects memory chip supply shortages to drive up prices across the electronics industry, including potentially for its own consumer products, according to the company’s head of ...
Company is the world’s largest memory maker but even its portfolio is not immune to surging memory costs. Read more at ...
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