Nine US trade groups warned Trump officials that memory chip interventions could worsen shortages as AI data centers consume ...

The AI memory shortage that began squeezing hyperscaler supply chains in 2025 has now entered its second calendar year, with Micron Technology guiding fiscal Q4 2026 revenue to roughly $50 billion and ...

Value managers rely on historical valuations, but projecting what the future may look like is also critical when investing in a rapidly changing world. Read more here.

Bernstein raised its SanDisk price target to $3,000 from $1,700, citing new long-term contracts with price floors near 29 ...

While Apple and Microsoft raise prices on key devices to help cover the soaring costs of memory, smaller consumer electronics ...

DRAM makers give Valve a monthly take-it-or-leave-it price, and that squeeze explains rising RAM costs for every PC builder in 2025.

Oppo’s next major software update appears to be taking shape as new information about ColorOS 17 has surfaced online. While the company has yet to officially discuss the Android 17-based interface, a ...

Returns of less than 12 months are cumulative returns. Returns for periods greater than 12 months are annualized returns. Total return measures net investment income and capital gain or loss from ...

Achieving optimal performance in GPU-centric workflows frequently requires customizing how host and device memory are allocated. For example, using "pinned" host memory for asynchronous host <-> ...

Serving Large Language Models (LLMs) at scale is complex. Modern LLMs now exceed the memory and compute capacity of a single GPU or even a single multi-GPU node. As a result, inference workloads for ...