China's AI compute race is shifting to supernodes, as cloud providers and model developers seek domestic infrastructure capable of handling...
Chinese companies are shifting more AI accelerator spending away from Nvidia and toward domestic suppliers, a sign that US-China technology...
The AI data center boom is reshaping the memory supply chain, giving Samsung Electronics, SK Hynix, and Micron greater pricing power...
Samsung Electronics has started mass production of its PM1763 enterprise SSD, a PCIe 6.0-based drive built for AI infrastructure and slated...
Samsung Electronics is using HBM4 to test whether its memory, logic, foundry, and advanced packaging businesses can finally work as...
China's CXMT has moved from a little-known state-backed DRAM maker to one of the most closely watched companies in the global memory...
