Silicon manufacturing issues to blame Datacenter servers will face a double whammy this year as CPU supply constraints pile ...

Microsoft CEO Satya Nadella talks Copilot, Azure, AI, agents, OpenAI and more on the company’s Q2 earnings call.

Arm Holdings plc (NASDAQ:ARM) is one of the AI Stocks Analysts Are Watching. On January 21, Susquehanna analyst Christopher ...

Micron stock rose 8% on Friday. The company is one of the makers of memory and storage for AI systems, and its shares are up 52% over the last month, as memory is in a worldwide shortage and seeing a ...

Forbes contributors publish independent expert analyses and insights. Tim Bajarin covers the tech industry’s impact on PC and CE markets. This voice experience is generated by AI. Learn more. 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 ...

To address the ongoing memory crisis, ASUS is reportedly planning to enter the DRAM manufacturing market by the second quarter of 2026. By establishing its own production lines, the tech giant aims to ...

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.

A total addressable market is a forecast of what will be sold – more precisely, what can be manufactured and sold. It is not a forecast of aggregate demand, which can be even larger as the backlogs ...

TL;DR: SK hynix's new 256GB DDR5 RDIMM server memory modules, based on 32Gb DRAM, are officially verified for Intel's Xeon 6 platform, delivering up to 16% better inference performance and 18% ...