During the quarter, we took advantage of market volatility to add several new names to the portfolio. Read more here.

The newly introduced MATCH Act seeks to close gaps in U.S. export restrictions by limiting China's access to advanced ...

长期以来，系统内存一直被视为一种相当可靠的商品。虽然偶尔会受到价格波动的影响，但从个人电脑组装爱好者到大型企业，每个人都能稳定地获得内存。然而，如今，这种现实已经发生了转变。随着人工智能（Artificial Intelligence, AI）的蓬勃发展和广泛应用，市场进入了一个前所未有的动荡时期。随着全球科技公司竞相开发大型语言模型（Large Language Models, ...

Historically, system memory has been treated as a fairly reliable commodity. While subject to occasional price fluctuations, it remained consistently available to everyone, from casual PC builders to ...

The Sapphire Pure X870A WiFi 7 is a lovely-looking motherboard with solid build quality, though the competition is tough at ...

Memory chip costs are up as AI companies gobble up the hot commodity. Consumer electronics companies like Dell and HP are ...

An updated edition of the February 23, 2026 article. The concept of a wide moat refers to companies that possess strong, lasting competitive advantages, which insulate them from competition and enable ...

There is a conversation happening in broadcast engineering that is not on any conference agenda. ... Read More ...

The AI build-out has led to a RAM shortage that’s hitting anyone who wants to buy laptops, phones, tablets and other devices.

Walk into any electronics store and the laptops all look fast. They are lit well. The stickers say things like AI Ready, Ultra Performance, and Next-Gen Processor. Most people leave with something ...

Artificial intelligence model compression startup Refiant AI said today it has raised $5 million in seed funding from VoLo Earth Ventures to try to put an end to the “arms race” that has ignited a ...

Some of the fastest-growing companies in the world operate in the semiconductor industry, and it's all thanks to artificial ...