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SanDisk rockets as memory stocks called 'the new gold'
Sandisk stock rocketed after the memory-chip maker obliterated Wall Street's targets with its December-quarter results and ...
BNP Paribas expects this tight DRAM and NAND backdrop to keep lifting earnings at Seagate, SanDisk, Western Digital, and ...
Eye-watering DRAM prices are bad news for consumers and smartphone brands, but present an opportunity for Chinese firms led by CXMT and YMTC.
The boom in AI data center building has caused a shortage of memory chips which are also crucial for electronics like ...
The Invesco Semiconductors ETF (NYSEARCA:PSI) has captured the AI infrastructure boom with a 45% surge over the past year. This rally reflects the fund’s concentrated strategy of placing focused bets ...
As memory prices keep climbing, understanding AI-driven demand, US–China controls, and input costs is essential for ...
AI data center demand is diverting DRAM and NAND supply, pushing up prices for cameras, storage, PCs, and creative workflows ...
The world has a memory problem, thanks to artificial intelligence. The explosion in AI-related cloud computing and data centers has led to so much demand for certain types of memory chips that now ...
To blame is the dynamic random access memory chip, or DRAM for short, the unsung hero that drives everything from touch ...
Apple CEO Tim Cook says a global memory chip shortage is beginning to bite, with rising costs expected to pressure margins ...
On-package memory would've put Intel in a tough spot if not.
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