Wall Street has started 2026 on a positive note after an astonishing rally in the last three years. A large section of market ...
Micron Technology has surged over 200% in 12 months, driven by explosive AI-fueled memory demand. Click here to read my ...
Micron Technology is benefiting from structural AI-driven memory demand and moving beyond historical cyclicality. Read why I rate MU stock a Strong Buy.
The evolution of DDR5 and DDR6 represents a inflexion point in AI system architecture, delivering enhanced memory bandwidth, lower latency, and greater scalability.
The biggest challenge posed by AI training is in moving the massive datasets between the memory and processor.
CXMT Corporation, parent of Chinese memory chip giant ChangXin Memory Technologies (CXMT), aims to raise 29.5 billion yuan (US$4.2 billion) from an initial public offering in Shanghai to fund ...
According to a report, contract prices for general-purpose DRAM are expected to rise by 55 to 60 percent quarter-on-quarter, while NAND flash memory contract prices are projected to increase by 33 to ...
BEIJING, Dec 31 (Reuters) - China's leading maker of DRAM chips, ChangXin Memory Technologies (CXMT) Corp, said on Tuesday it plans to raise 29.5 billion yuan ($4.22 billion) through an initial public ...
Global memory markets are expected to remain tight through 2026 as aggressive spending by cloud service providers (CSPs) on AI infrastructure continues to outstrip supply growth for both DRAM and NAND ...
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