MU rides on AI server demand as DRAM sales surge and HBM supply tightens, boosting pricing power and revenue growth outlook.

Jeongdong Choe, Senior Technical Fellow, SVP at TechInsights discusses the semiconductor information platform’s Memory Outlook Report 2026, which highlights a number of trends, including the major ...

AI's insatiable appetite for memory chips is crowding out all other buyers — and the consequences will ripple through every industry and household.

Samsung and SK hynix stay cautious on DRAM expansion as AI demand surges but suppliers worry the memory boom may fade by 2028.

AMD’s Fuji was one of the first GPUs to use JEDEC’s High Bandwidth Memory (HBM) DRAM standard and now JEDEC has released an update which should attract others. JEDEC has announced an update to ...

As high-performance computing (HPC) workloads become increasingly complex, generative artificial intelligence (AI) is being progressively integrated into modern systems, thereby driving the demand for ...

Applied Materials AMAT is experiencing a strong wave of momentum in the DRAM segment, as reported in the third quarter fiscal 2025 earnings call. With artificial intelligence and high-performance ...

For the first time in more than three decades, Samsung Electronics has been unseated as the world’s top DRAM maker, with SK hynix seizing the crown on the strength of booming demand for AI memory ...