"Due to the unprecedented explosive price increase in DDR4 and DDR5 desktop memory due to AI Server demand going into 2026, ...
Surging demand for AI hardware is prompting memory makers to reassess their product portfolios as resources shift toward ...
Marvell's $3.8B acquisitions of Celestial AI and XConn target optical interconnects and CXL switching for next-gen AI ...
Wasabi’s new funding round, which includes investment from Pure Storage, brings total investment in the company to over $600 ...
The AI frenzy is mostly confined to big contractors’ pipelines, with smaller firms seeing fewer benefits from the boom.
Despite the slight dip in November sales, Morgan Stanley's analysts are still bullish on the semiconductor industry and said ...
A Micron VP argues that the company is still serving consumers through its OEM clients, but 'there's just not enough supply ...