Cloudflare recently announced support for aggregations in R2 SQL, a new feature that lets developers run SQL queries on data ...
Intel (INTC) and AMD (AMD) received upgrades to Overweight by KeyBanc as both chipmakers have mostly sold out of server CPUs ...
SEOUL, Jan 6 (Reuters) - Samsung Electronics (005930.KS), opens new tab is expected to flag a 160% jump in its fourth-quarter operating profit spurred by a severe chip shortage that has sharply driven ...
Samsung Electronics (SSNLF) and SK hynix (HXSC.F) are looking to raise prices for server memory by up to 70% in the first quarter, while a surging demand in AI impacts global supply, The Korea ...
Memory chipmakers Samsung and SK Hynix are reportedly scaling up production of high-bandwidth memory (HBM) in order to meet growing demand from AI customers. According to Korean news outlets, Samsung ...
Micron has been in the spotlight, but another company is also benefiting from the memory boom. Lam Research stock has more than doubled in 2025, and it still trades at a reasonable valuation. This ...
Global memory markets are expected to remain tight through 2026 as aggressive spending by cloud service providers (CSPs) on AI infrastructure continues to outstrip supply growth for both DRAM and NAND ...
After the release of November monthly sales from several Taiwan-based tech suppliers, investment firm Wedbush Securities said server and memory components continued to show exceptional strength.