Elon Musk hints at Samsung charging too much for memory chips
Samsung has generated significant profit selling DRAM, high-bandwidth memory (HBM), and NAND flash chips to top AI firms…
SK Hynix, Samsung Shares Dip In Korea After DeepSeek Debuts AI Tech That Uses Less Memory – Micron, SanDisk Hold Up
DeepSeek says its latest model cuts HBM and SSD requirements through a more efficient architecture. Samsung and SK…
MU And SNDK’s Nascent Rebound Faces A New Test — China’s CXMT Reportedly Makes Major Breakthrough With New AI Memory Chip
China’s CXMT plans to expand HBM3E production in 2027, with Alibaba’s T-Head and Cambricon already testing the chips,…
Nvidia ends week up more than 10% as AI chip fears ease
Nvidia (NVDA) closed out the week on a hot streak, climbing more than 10% as concerns over the…
Nvidia CEO Huang: Chips Industry Must Grow 10x Over The Next Decade To Power 100 Billion AI Agents
Quick Read Jensen Huang projects NVDA’s semiconductor industry must grow 10x to serve 100 billion AI agents replacing…
AI Is Keeping DRAM Prices High — Here’s Exactly When the Market Finally Loosens Up
Quick Read HBM will consume 30% of total DRAM wafer capacity by 2027, leaving supply able to meet…
Jensen Huang Said Nvidia Will Be the First Customer for HBM4. Here’s the AI Memory Stock That Has Reportedly Locked Up 70% of Those Orders.
The explosive growth of artificial intelligence (AI) has ignited a powerful supercycle in the memory semiconductor landscape. As…
Micron vs SanDisk: Which Memory Play Wins the AI Boom?
Quick Read SNDK’s NAND flash surge delivered 251% revenue growth while MU’s HBM leadership drove 346% growth, both…
Micron stock jumps as investors look beyond GPUs in AI chip trade
The artificial intelligence chip trade is not stopping at GPUs. Micron Technology (MU) shares rose on July 14…
Micron CEO Sanjay Mehrotra Announces $250 Billion Investment for Expanded Artificial Intelligence (AI) Memory Chip Development
In the age of artificial intelligence (AI) infrastructure, Micron Technology’s (NASDAQ: MU) plan to invest more than $250…
Forget Micron? This New AI Memory Stock Could Be the Best Buy of the Decade
Quick Read SK hynix launches on Nasdaq July 10 (SKHY) as the dominant HBM supplier with 58% global…
Qualcomm challenges Nvidia’s AI grip with chip that ditches HBM
Qualcomm’s Dragonfly line of AI data center products is up against chip giant Nvidia’s offerings. (Source photos by…