Micron—which recently decided to exit the consumer RAM and storage markets but is still selling its products to other ...

The value of servers shipped is also increasing, driven by the shift to AI servers that feature expensive GPUs. IDC predicts ...

Companies such as Dell ( DELL) have reportedly warned customers of coming price hikes on certain products. Others, such as HP Enterprise ( HPE ), told investors that its memory costs have risen, ...

Memory and storage stocks surge on AI spending as a “memory supercycle” fuels HBM shortages and price hikes—see what it means ...

Samsung Electronics Co.’s quarterly profit more than tripled to a record high after global demand for AI servers sharply lifted memory chip prices.

There is a bit more nuance to be gleaned beyond that eye-watering figure, though. To begin with, Samsung's full earnings ...