AI needs memory chips more than memory makers need AI hype, and that imbalance is reshaping who wins and who pays across the ...

VCU will lead the project, with the university's Jayasimha Atulasimha serving as principal investigator, according to the ...

China's memory chip maker CXMT has potential not just in its home market, but abroad as well, analysts said. Rising memory prices and tightening industry supply globally give CXMT expansion ...

The biggest chokepoint in the AI boom is memory, says SpaceX chief executive As one of the largest incremental buyer of compute through SpaceX, Elon Musk is well-positioned to comment on demand for ...

Two proposed computer chip designs could efficiently process data on future space telescopes while they search for Earth–like exoplanets, according to a University of Michigan Engineering study that ...

Cathie Wood is steering ARK away from memory chips just as Micron and SanDisk post some of the fastest margin expansions in ...

Investors who piled into SK Hynix’s $28 billion blockbuster Nasdaq debut on Friday should be aware: The business model on which the world’s leading memory chip makers are thriving is set to shift to ...

A top chip analyst just went on national television to argue that memory prices will punish even Apple for years, and the supply data behind that call points to one name printing money on the other ...

As much as CIOs are worried about the cost of AI today, it’s not going to be this low again,” said John-David Lovelock, distinguished VP analyst at Gartner.