Investors’ hunt for the next winners of the AI trade comes as the long-running rally in megacap tech stocks, which has driven ...
Micron, SK Hynix and Samsung Electronics — make up nearly the entire RAM market, and they're benefitting from this shortage.
Random-access memory, or RAM, components essential in consumer and commercial computers have tripled or even quadrupled in ...
Artificial Intelligence training and inference are a major factor in increasing digital storage and memory demand growth. According to a recent announcement from the Dell’Oro Group, the AI expansion ...
The artificial intelligence revolution has created a three-pronged bull market in the tech sector. First, you have the hyperscalers like Microsoft Corp. (NASDAQ: MSFT) and Alphabet Inc. (NASDAQ: GOOGL ...
Both Seagate Technology Holdings plc (STX) and Micron Technology (MU) are key players in data infrastructure, with STX delivering large-capacity hard drives for enterprise and cloud data centers, and ...
This is the last of my blogs on the 2025 CES in Las Vegas. In this blog I will talk about meetings with Phison, Weebit Nano, Seagate Technology and OWC. I also discuss my meetings with Ambiq, Alexera ...
Bill McColl has 25+ years of experience as a senior producer and writer for TV, radio, and digital media leading teams of anchors, reporters, and editors in creating news broadcasts, covering some of ...
Forward-looking: Modern data storage has a short lifespan. Hard drives fail, SSDs wear out, and even magnetic tape needs periodic rewriting to avoid degradation. Now, an ambitious technology is aiming ...
Memory chip maker Micron Technology was among the best-performing stocks in the S&P 500 Monday afternoon, along with hard drive makers Western Digital and Seagate Technology. Mizuho analysts told ...