Micron Technology raised its 2025 outlook on stronger data center demand while keeping supply growth disciplined. Growth in PCs, smartphones, and automotive markets remains modest,...
Micron Technology is sharpening its product roadmap to capture surging demand from artificial intelligence applications, unveiling advances in high-bandwidth memory and expanding...
Micron Technology expects tight DRAM supply conditions to persist into fiscal 2026, underpinning pricing strength and margin expansion. Executives highlighted robust data center and...
Samsung is betting on advanced 1c DRAM-based HBM4 technology but remains constrained by 35% yields, while SK Hynix relies on stable production and Nvidia's trust to defend its lead...
Despite previously facing overheating issues, Samsung Electronics is preparing to supply its fifth-generation high bandwidth memory (HBM3E) to Nvidia. However, opinions within the...
China's AI-driven supply chain expansion is reshaping the DRAM landscape. CXMT, the country's top DRAM producer, will pivot entirely to DDR5, LPDDR5, and high-bandwidth memory (HBM)...
South Korean industry and securities analysts predict that prices for general-purpose DRAM and NAND Flash will rise in 2026 amid looming supply shortages. The crunch stems from memory...
Nvidia stunned the semiconductor industry with a US$5 billion investment in Intel, snapping up a 5% stake and becoming one of its top five shareholders. The deal goes beyond financial...
Samsung Electronics has reportedly passed Nvidia's quality testing for 12-layer fifth-generation high bandwidth memory (HBM3E) and is set to begin shipments, according to multiple...
NAND flash prices are climbing alongside the broader memory recovery. Micron and Phison Electronics suspended quotations, sparking expectations of further hikes. Sources say Phison...
China's ambition to become the world's top manufacturing power by 2049 is far from a pipe dream, according to Jie Yang, President of Samsung China. Speaking at a South Korean parliamentary...
Nvidia has launched its latest Rubin CPX GPU aimed at applications in the era of large-scale inference for AI. According to research firm SemiAnalysis, the launch represents a new...
