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Big tech stocks continue to fuel the artificial intelligence (AI) narrative, but I see one chip stock as largely ignored and ...
The tech industry's hyperscalers have reported second-quarter earnings, and one main theme has emerged: They continue to ...
3d
Zacks.com on MSNMicron Eyes High-Teen DRAM Demand Growth: Is It Sustainable?
With AI adoption expanding across data center, mobile and automotive markets, Micron appears well-positioned to benefit from ...
Micron Technology on Monday raised its forecast for fourth-quarter revenue and adjusted profit, banking on surging demand for ...
SK Hynix is partnering with flash memory manufacturer Sandisk to jointly promote the standardization of High Bandwidth Flash ...
Semiconductor maker Micron just raised its guidance thanks to the booming AI data center demand for its memory chips.
ChangXin Memory Technologies (CXMT) has restarted major facility investments to ramp up DRAM output and fast-track ...
High Bandwidth Memory chips, designed to rapidly feed data to powerful AI accelerators, are expected to grow in demand by ...
4d
tom's Hardware on MSNSK hynix projects HBM market to be worth tens of billions of dollars by 2030 — says AI memory industry will expand 30% annually over five years
SK Hynix sees the AI-focused High Bandwidth Memory market growing about 30% each year to 2030, approaching $98B. Holding 70% ...
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.
Huawei’s announcement today could relieve some of this pressure on China’s domestic chip industry, with the software allowing ...
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