AI memory shortage enters a new phase as AMD CEO Lisa Su identifies high-bandwidth memory — not advanced packaging — as the ...

A new HBF 3D flash stack is similar to HBM for use in AI processing. HBF capacity will be much higher, allowing static ...

The memory shortage, or to go by the more widely used nom de guerre of RAMageddon, has seen component prices skyrocket, lead times for hardware extend to the end of the decade, and cascaded into ...

Memory stocks are soaring as AI drives demand. Sandisk, Micron, and Sansung are some of the stocks driving the rally.

Micron Technology is experiencing a structurally different upcycle, driven by surging AI-related memory demand, especially ...

Sony says rising memory prices and supply shortages are affecting PS6 launch timing as next-generation PlayStation development costs increase.

The explosive growth of artificial intelligence (AI) infrastructure has hit a critical constraint—memory chips—driving a ...

Memory costs have exploded in 2026, with the AI giants gobbling up much of the production capacity, leading to jacked-up ...

We have improved visibility within fiscal 2026 and anticipate a slight sequential improvement into fourth fiscal quarter. Our ...

Cerebras says its wafer-scale chips run Moonshot AI’s trillion-parameter Kimi K2.6 model at record AI inference speeds, ...

Micron guided for $33.5B in quarterly revenue and ~81% gross margins, levels previously unimaginable for a memory company.

South Korea should consider institutional ways to redistribute potential excess tax revenue generated by the AI ...