Google fires executives after failing to secure AI memory chips amid the global supply-chain shortage and the race for ...
The DRAM market is an oligopoly dominated by Samsung and SK Hynix. Micron is the third-largest player with market shares of ~22% in Q3-24. DRAM is more of a commodity than CPUs and GPUs. Its price ...
When Micron Technology reports its fiscal first-quarter earnings on Wednesday afternoon, investors will be listening for the ...
Micron warns the memory shortage could last beyond 2026 as manufacturers prioritize AI-focused HBM, driving prices higher for consumers.
In our analysis, there is a high probability of a sell-the-news reaction in quantum stocks. Quantum computing has the potential to be bigger than the internet. Powell has done a masterful job of ...
Lam Research reported $3.87 billion in revenue last quarter, surpassing analyst expectations. Its strong operating margin of 29% and a return on equity of 45% indicate solid financial health. It will ...
Forbes contributors publish independent expert analyses and insights. Covering Digital Storage Technology & Market. IEEE President in 2024 Several NAND flash manufacturers were discussing higher ...
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