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AI gobbling up memory chips essential to gadget makers
As devices from toys to cars get smarter at the Consumer Electronics Show, gadget makers are grappling with a shortage of ...
The supply shortage of the RAM needed to build phones and PCs isn’t going away. But a few companies have a plan to solve it.
AI-driven memory and storage shortages may push DRAM up 50%+ in 2026, aiding Micron, Sandisk, Nvidia and more while ...
Through systematic experiments DeepSeek found the optimal balance between computation and memory with 75% of sparse model ...
DRAM super cycle, High-NA EUV ramp, margin gains, and valuation upside. It expects significantly lower China demand in 2026.
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