Retail investors ramped up buying of U.S. ​memory and data storage chipmakers in January, following 2025's strong momentum on ...

As 2025 came to a close the global PC market grew by around 10%, however part of this growth is attributed to the memory ...

Chip stocks rallied strongly in 2025 on AI and memory tailwinds. The Philadelphia Semiconductor index ($SOX) jumped more than ...

This isn't about memory chips, but implementable logic blocks for chip vendors, and it's a significant milestone for the ...

Chipset architecture used to be split into two main chips: the Northbridge for fast stuff like the CPU and RAM, and the ...

Micron hits record AI-driven revenue, but peak-cycle pricing, rich valuation, and $20B FY2026 CapEx raise oversupply risk.

Micron VP says that even with billions of dollars invested, memory shortages won't begin to fade until 2028 at the earliest..

Dell Technologies cemented its position as a major AI player with changes across its PC, server, and storage lines in 2025, ...

Micron says the global memory crunch isn't a short-term problem. With AI data centers demanding more DRAM than ever, even ...

CES 2026 is where DRAM and SSD makers were able to come together, face to face, to discuss the ongoing shortages in memory ...

Agentic AI’s biggest act for consumers isn’t the next flashy demo. It’s the end of amnesia. And once shared memory becomes ...

China’s memory industry is no longer a distant follower. It is now fielding a pair of aggressive specialists that are ...