The memory-chip maker’s latest high-bandwidth memory chips make Micron look better positioned than peers, Mizuho analysts say.

Panmnesia aims to address the current challenges in AI infrastructure, by building flexible, scalable, and ...

AI chip sales to China resume; TSMC accelerates U.S. production; Synopsys-Ansys done deal; Chinese espionage; Nikon's new litho system; SiC, GaN buildout; CPO market; rowhammer attack on GPUs; Q2 ...

According to investment firm UBS, high-bandwidth memory, or HBM, is on the cusp of a breakthrough year in 2026.

AMD says that it is partnering with multiple AI giants such as Meta Platforms, Microsoft, Oracle, OpenAI, and xAI, among ...

ASML Holding ASML shares have dropped 9.5% since the company reported its second-quarter 2025 results on July 16. ASML net sales grew 23.2% year over year to €7.69 billion, while EPS surged 47.1% to ...

Goldman Sachs recently released a striking report on the high-bandwidth memory (HBM) market, stating that regardless of ...

- The global market for Dynamic Random Access Memory (DRAM) was valued at USD 83510 million in the year 2024 and is projected to reach a revised size of USD 158240 million by 2031, growing at a CAGR ...

Startups are making rapid progress in building decentralized pre-training and post-training machine learning. Can they ...

SK Hynix's retreat came as Goldman Sachs flagged that its earnings growth could lose steam in 2026 on a possible decline in the average sales prices of its HBM products, a crucial component in ...

SK Hynix Inc. (KS:000660) shares plunged nearly 9% to 270,000 won on Thursday after Goldman Sachs downgraded the stock to Neutral from Buy, citing concerns over intensifying competition in the ...

Global memory giants are phasing out or discontinuing DDR4 DRAM production to accelerate capacity shifts toward advanced ...