Surging demand for AI hardware is prompting memory makers to reassess their product portfolios as resources shift toward ...

2026 is shaping up to be a tough year for PC hardware enthusiasts. The Consumer Electronics Show, perhaps the most highly ...

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 ...

Microsoft is trying to win over communities concerned about AI data centers. The company's president, Brad Smith, is meeting ...

Billion-dollar GPUs may dominate the headlines, but a strong sovereign storage foundation will prove the real star in ...

Micron says the global memory crunch isn't a short-term problem. With AI data centers demanding more DRAM than ever, even ...

CES 2026 is where DRAM and SSD makers were able to come together, face to face, to discuss the ongoing shortages in memory ...

Micron Technology Inc. (NASDAQ: MU) is one of the cheap stocks to buy for the next 3 years. On January 9, Mizuho analyst ...

At CES 2026, Nvidia CEO Jensen Huang made a remark that instantly shifted how investors perceive the AI surge. He referred to ...

The 2026 CES featured lots of digital storage and memory technologies including SSDs, NAS products, DRAM and HBM as well as ...

Sandisk rallies on AI memory demand and NAND price hikes, but data center limits and a stretched valuation raise risk ahead ...