If it feels these days as if everything in technology is about AI, that’s because it is. And nowhere is that more true than in the market for computer memory. Demand, and profitability, for the type ...
AI's rapid expansion increases demand for high-performance memory, especially HBM, leading to supply shortages and price hikes across the industry. Shifting focus to HBM fabrication risks causing ...
Google is in talks with Marvell Technology to develop two new chips aimed at running AI models more efficiently, according to ...
US memory chip stocks have lost almost $100bn in market value this week, hit by new Google research that pointed to an easing ...