Evercore maintained its Outperform rating with a price target of $3,100, saying that the current NAND supply-demand imbalance ...
PCs are lasting longer than ever between upgrades, and factors including price, technology limits, and manufacturing will ...
Earnings call Samsung Electronics delivered record Q4 2025 revenue of KRW 93.8T (+9% QoQ) and operating profit of KRW 20.1T (+7.9T QoQ), driven by strong DS division performance and robust AI-related ...
FMS 2026 opens August 4 in Santa Clara with Kioxia’s CM10, the first enterprise SSD combining PCIe 6.0, 332-layer BiCS10 NAND ...
DRAM shortage 2027: TrendForce's July 30 market outlook finds DRAM supply will stay structurally tight through 2028, with the ...
PCIe Gen 6 NVMe and CXL memory controller silicon reached a new milestone: ScaleFlux unveiled the FC6116 SSD controller ...
With microscopic latencies and otherworldly write endurance, it was perfect for today's AI workloads - but gone before they ...
Five years of benchmark data, 60+ external SSDs, one clear winner: Here’s how LaCie’s Rugged SSD Pro5 Thunderbolt 5 monster ...
Investing.com - South Korean memory chipmakers are facing unjustified stock pullbacks over unfounded fears of a cyclical downturn, as supply chains remain severely tight and artificial intelligence ...
VAST Data, the AI Operating System company, today announced an expanded collaboration with AMD to help AI cloud providers and ...
The sell-off looks like a sentiment “wobble” in a still-tight memory market: supply-chain checks point to persistent DRAM shortages through 2027, with KeyBanc calling for sequential DRAM price gains ...
Continued supply shortages, dramatic price increases, surging AI demand, and persistent competition across international markets have all contributed to volatility in the computer memory industry.