With capacity shifting to high-margin HBM for AI data centers, traditional DRAM supply is collapsing, pushing enterprise IT ...
Researchers propose low-latency topologies and processing-in-network as memory and interconnect bottlenecks threaten inference economic viability ...
The major memory makers have shifted their production toward memory used in AI data centers, such as high-bandwidth (HBM) and ...
SK Hynix will invest 19 trillion won in a new advanced chip packaging facility in Cheongju to boost capacity for AI-driven ...
Memory may not derail the AI boom, but it is increasingly likely to shape how fast it grows, who benefits first, and at what ...
The ongoing global shortage of memory chips is beginning to ripple far beyond standalone RAM kits, with graphics cards, ...
Micron hits record AI-driven revenue, but peak-cycle pricing, rich valuation, and $20B FY2026 CapEx raise oversupply risk.
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