Artificial intelligence is colliding with a hard physical limit: the energy it takes to move data on and off chips. Training ...
Micron hits record AI-driven revenue, but peak-cycle pricing, rich valuation, and $20B FY2026 CapEx raise oversupply risk.
Data doesn’t have to travel as far or waste as much energy when the memory and logic components are closer together.
NVIDIA could be the next big AI chip winner as Micron's rally fades, with soaring data center demand and strong uptake for ...
Retail investors are piling into memory and storage stocks as AI data centers tighten supply. SanDisk and Micron are in focus ...
As devices from toys to cars get smarter at the Consumer Electronics Show, gadget makers are grappling with a shortage of ...
SK Hynix will invest 19 trillion won in a new advanced chip packaging facility in Cheongju to boost capacity for AI-driven ...
Micron just crushed estimates and delivered superb guidance. Demand for AI chips is still soaring despite concerns about a bubble. There's a bifurcation taking place in the AI sector that investors ...
Micron stock jumps 8% after blowout earnings and bullish AI-driven guidance spark hopes of a memory-led chip supercycle.
SK Hynix has announced this week it will invest 19 trillion won (or $12.90 billion) into a new advanced chip packaging ...
SK Hynix plans to accelerate the opening of a new factory by three months and will also begin operating another new plant in ...