AI’s memory chip shortage is quietly taxing the entire economy

AI's insatiable appetite for memory chips is crowding out all other buyers — and the consequences will ripple through every ...

Think the RAM Crisis Is Bad Now? It Just Keeps Getting Worse

The South Korean-based RAM maker’s chairman, Chey Tae-won, told Bloomberg that the company is expanding memory-making ...

Samsung and AMD deepen AI memory pact with potential foundry deal on the table

The agreement positions Samsung as a key supplier for AMD's next-generation AI products. Under the terms, Samsung will ...

Micron’s heavy factory spending overshadows booming memory sales

Micron Technology Inc. warned that it will need to spend heavily on production to meet burgeoning demand, overshadowing a ...
TweakTown

Micron confirms HBM4 memory and PCIe Gen6 SSDs are in 'high-volume' production

Micron confirms AI-optimized memory and storage technologies are in production - HBM4 memory, SOCAMM2, and PCIe Gen6 SSDs - read for NVIDIA Vera Rubin.
DatacenterDynamics

Samsung and AMD sign MoU for AI memory collaboration and foundry partnership

Samsung Electronics has signed a Memorandum of Understanding (MoU) with AMD that will see the partners collaborate on AI ...

Micron earnings are out after the bell following a big move higher. What analysts expect

Micron Technology is expected to beat on its fiscal second-quarter results due to a surge in demand for AI-linked hardware ...

Stock Market Today, March 17: Micron Advances Ahead of Earnings as Tight HBM Supply Lifts AI Memory Outlook

Micron's stock rose on the limited supply of high-bandwidth memory and strong AI demand, which has raised expectations ahead of its earnings report.
TweakTown

KIOXIA announces a brand-new type of SSD, and it's a game-changer for AI

KIOXIA is developing a new type of SSD in collaboration with the NVIDIA Storage-Next initiative, and it's on track to make ...

Merifund Capital: AMD, Samsung Set Talks on AI Memory

High-bandwidth memory becomes the choke point for AI accelerators as AMD plans Seoul meetings with Samsung and Naver, while supply forecasts, HBM4 roadmaps and packaging capacity reshape pricing power ...