BNP Paribas expects this tight DRAM and NAND backdrop to keep lifting earnings at Seagate, SanDisk, Western Digital, and ...
Investors’ hunt for the next winners of the AI trade comes as the long-running rally in megacap tech stocks, which has driven ...
The boom in AI data center building has caused a shortage of memory chips which are also crucial for electronics like ...
Optical storage and even DNA storage could be a significant contender for the digital archive market in the coming decades.
Micron, SK Hynix and Samsung Electronics — make up nearly the entire RAM market, and they're benefitting from this shortage.
Random-access memory, or RAM, components essential in consumer and commercial computers have tripled or even quadrupled in ...
Both Seagate Technology Holdings plc (STX) and Micron Technology (MU) are key players in data infrastructure, with STX delivering large-capacity hard drives for enterprise and cloud data centers, and ...
This is the last of my blogs on the 2025 CES in Las Vegas. In this blog I will talk about meetings with Phison, Weebit Nano, Seagate Technology and OWC. I also discuss my meetings with Ambiq, Alexera ...
The artificial intelligence revolution has created a three-pronged bull market in the tech sector. First, you have the hyperscalers like Microsoft Corp. (NASDAQ: MSFT) and Alphabet Inc. (NASDAQ: GOOGL ...
Bill McColl has 25+ years of experience as a senior producer and writer for TV, radio, and digital media leading teams of anchors, reporters, and editors in creating news broadcasts, covering some of ...
Researchers from the Department of Energy's Oak Ridge National Laboratory have developed a new application to increase efficiency in memory systems for high-performance computing. Rather than allow ...