Sandisk is up 552% year-to-date, while Intel and Micron have spiked more than 175%. Here's what behind the move.
AI chip company Cerebras will begin trading on the public market Thursday, the first of what is expected to be a handful of ...
The hyperscalers may not be profiting yet from their massive infrastructure spending, but the hardware companies are.
If it feels these days as if everything in technology is about AI, that’s because it is. And nowhere is that more true than in the market for computer memory. Demand, and profitability, for the type ...
The boom in data center construction is taking up much of the supply of high-tech components, especially processor and memory ...
A new kind of memory device may finally solve the problem of overheating and battery drain in electronics. By shrinking ...
Rebellions' chips are focused on AI inferencing, putting it in competition with Nvidia as well as other startups from Groq to Cerebras.
Since December I’ve been warning about the impact that skyrocketing memory chip pricing will have on upcoming tech products, and unveilings in the past couple of weeks are starting to show how some ...
AI's rapid expansion increases demand for high-performance memory, especially HBM, leading to supply shortages and price hikes across the industry. Shifting focus to HBM fabrication risks causing ...
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