A powerful rally in memory-chip stocks has stalled as investors reconsider whether record spending on AI data centers could eventually...
Samsung Electronics and SK Hynix are reportedly allocating additional or flexible DRAM production capacity to server DDR5 and other...
Samsung Electronics is cutting over 800 jobs in the US from its smartphone, display, and consumer electronics business units. The division,...
The global scramble for AI memory is fast becoming a matter of national economic security, with governments intervening in supply and...
CXMT's STAR Market IPO marks a coming-of-age moment for China's DRAM industry, but the listing is only the beginning. Having proved...
Samsung Electronics' latest multi-billion-dollar equipment procurement reflects the company's accelerating investment in AI memory...
AI competition is widening from chips to connectivity, memory, talent, patents, and model access,...
AI data center expansion and high-speed network upgrades continue to support demand for networking equipment. However, as the industry...
Chinese DRAM maker ChangXin Memory Technologies (CXMT) is accelerating construction and technology upgrades across its manufacturing...
Rising demand for AI data centers and high-bandwidth memory (HBM) is pushing semiconductor competition further upstream into silicon...
AI development is driving larger data transfers and higher GPU efficiency demands, pushing memory toward customization and prompting...
