The number of AI inference chip startups in the world is gross – literally gross, as in a dozen dozens. But there is only one ...

The debut of DeepSeek R1 sent ripples through the AI community, not just for its capabilities, but also for the sheer scale of its development. The 671-billion-parameter, open-source language model’s ...

Chip manufacturers are warning of a shortage in DRAM, NAND and probably HBM memory chips because demand from cloud providers is outstripping supply. The problem is compounded by the Trump ...

Micron Technology, Inc.’s stock is up 180% YTD – or 4X more YTD than AI heavyweight Nvidia. MU is expanding its presence within high bandwidth memory, or HBM, stating in Q4 that it has expanded its ...

In an era where data-intensive applications, from AI and machine learning to high-performance computing (HPC) and gaming, are pushing the limits of traditional memory architectures, High Bandwidth ...

Nvidia Corp's (NASDAQ:NVDA) insatiable demand for advanced artificial intelligence memory chips has sparked a boom for South Korea's chip giants — propelling SK Hynix to record profits and pushing ...

Smartphone prices are set to rise significantly in 2026 due to the hidden cost of the AI boom. Demand for HBM server memory is causing a severe production shortage of LPDDR5x (smartphone RAM).

SEOUL, Oct 21 (Reuters) - The global rush by chipmakers to produce AI chips is tightening supply of less glamorous chips used in smartphones, computers and servers, spurring panic buying by some ...

Micron reported strong results as demand for high-bandwidth memory (HBM) chips explodes. DRAM pricing is also strong as manufacturers prioritize HBM chips destined for AI accelerators. Investors ...

What we know so far: Chinese tech firm Innosilicon Technology has unveiled the Fenghua No. 3 graphics card, a homegrown GPU built entirely on a new architecture. The launch marks a major step forward ...

Demand for Micron's AI-focused HBM chips power forecast HBM revenue grew to nearly $2 billion in Q4, CEO says Pricing for HBM will increase with advancing version, exec tells Reuters Q1 revenue and ...