AI’s memory chip shortage is quietly taxing the entire economy

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

Micron’s Mic-Drop Quarter: AI Memory Demand Supercharged Earnings

Micron memory chip on server board with electric currents, reflecting surging AI demand and strong Q2 earnings growth Key ...
TweakTown

Micron confirms HBM4 memory and PCIe Gen6 SSDs are in 'high-volume' production

Micron confirms AI-optimized memory and storage technologies are in production - HBM4 memory, SOCAMM2, and PCIe Gen6 SSDs - read for NVIDIA Vera Rubin.

Stock Market Today, March 17: Micron Advances Ahead of Earnings as Tight HBM Supply Lifts AI Memory Outlook

Micron's stock rose on the limited supply of high-bandwidth memory and strong AI demand, which has raised expectations ahead of its earnings report.
DatacenterDynamics

Samsung and AMD sign MoU for AI memory collaboration and foundry partnership

Samsung Electronics has signed a Memorandum of Understanding (MoU) with AMD that will see the partners collaborate on AI ...

Micron earnings are out after the bell following a big move higher. What analysts expect

Micron Technology is expected to beat on its fiscal second-quarter results due to a surge in demand for AI-linked hardware ...
TweakTown

KIOXIA announces a brand-new type of SSD, and it's a game-changer for AI

KIOXIA is developing a new type of SSD in collaboration with the NVIDIA Storage-Next initiative, and it's on track to make its debut later in the year.

Samsung to supply HBM4 memory for OpenAI Titan AI chip: Report

Samsung is set to become the exclusive supplier of HBM4 memory for OpenAI’s Titan AI chip, marking a major boost for its next ...