Samsung, SK hynix, Sandisk, Kioxia and Micron report building out new DRAM and NAND flash manufacturing and packaging ...
Micron DRAM investment in the U.S. hit $250 billion as the company poured first concrete at its Clay, New York megafab ahead ...
Taiwan’s Nanya Technology reportedly plans to spend around $6bn in 2027, racing to expand DRAM capacity into an AI-driven memory shortage.
Omdia writes that, due to the familiar issue of rising DRAM and NAND prices, mid-to-low-end smartphones are struggling with ...
Memory chip revenues reached an unprecedented $74.6 billion in July, climbing 31.7% from June. NAND flash sales surged 40.7% to an all-time high of $25.8 billion, fueled by artificial intelligence ...
Earnings season is right around the corner, and technology investors will undoubtedly be looking for signals that the AI ...
The Global Opportunities strategy provides broader international exposure than our other strategies, while remaining anchored ...
Micron's Ford and GM supply deals, AI-driven HBM demand and tight memory supply strengthen its growth case after a sharp ...
Sandisk (NASDAQ: SNDK) stock has made investors significantly richer over the past year, delivering stunning gains of more ...
AI isn't just boosting chipmakers. Rising hardware prices and the data centre boom are creating new winners. Here are two ...
Glorious wooden highlights, strong performance, and excellent connectivity options make this a board that's very hard to beat in its price range. We really loved the GIGABYTE X870E Aero X3D Wood when ...
Micron's phenomenal results and guidance suggest that the memory supercycle could supercharge the stock in the coming year.