From Chips to Data Centers, AI Investors See the Next Breakout in This Stock

Micron makes hardware components that are critical for AI data centers, and demand is exceeding supply, yet its stock is one ...
Northwest Signal

AI gobbling up memory chips essential to gadget makers

As devices from toys to cars get smarter at the Consumer Electronics Show, gadget makers are grappling with a shortage of ...

SanDisk and Micron stock are soaring. Chasing them may be hazardous to your portfolio.

Traders are jumping over themselves to buy the riskiest, highest-beta AI momentum plays: commodity memory stocks.
Korea JoongAng Daily

Samsung's operating profit forecast triples to $14 billion, fueled by memory supercycle

Samsung Electronics' estimated operating profit more than tripled to 20 trillion won ($14 billion) for the September-December ...

Sandisk: A More Expensive Memory Gold Rush Stock

Sandisk expects over 45% revenue growth in 2026 and EBITDA to exceed 200% YoY, but cyclicality may return post-2027. Learn ...
IEEE

Asynchronous Repetition Slotted ALOHA for Massive Random Access

Abstract: This paper studies asynchronous repetition slotted ALOHA (a-ReSA) for massive random access. Each user’s packet is repeated and allocated to randomly selected slots. Then, the users transmit ...