SanDisk Corp SNDK shares ticked up on Monday as investors leaned into the AI-memory theme after a new DRAM ETF put a spotlight on concentrated exposure to the memory layer of the AI stack. That ...
Advanced Micro Devices (NasdaqGS:AMD) and Samsung have expanded their collaboration in AI memory and computing. The agreement ...
TL;DR: SK hynix CEO Kwak Noh-Jung unveiled the "Full Stack AI Memory Creator" vision at the SK AI Summit 2025, emphasizing collaboration to overcome AI memory challenges. SK hynix aims to lead AI ...
AI semiconductors have seen explosive growth, fueled by record hyperscaler capital expenditure and a compounding buildout ...
As SK hynix leads and Samsung lags, Micron positions itself as a strong contender in the high-bandwidth memory market for generative AI. Micron Technology (Nasdaq:MU) has started shipping samples of ...
Matt Kimball, vice president and principal analyst at Moor Insights and Strategy, told VentureBeat the data layer is where ...
For the past few years, AI infrastructure has focused on compute above all other metrics. More accelerators, larger clusters ...
Forbes contributors publish independent expert analyses and insights. This article discusses memory and chip and system design talks at the 2025 AI Infra Summit in Santa Clara, CA by Kove, Pliops and ...