Microsoft has updated its official Windows 11 guidance for gaming systems, and memory capacity is now a key focus. In its ...

According to Jefferies, the four major US hyperscalers are projected to spend 92% of their operating cash flow on capex in ...

The AI infrastructure spending by US hyperscalers is straining their cash flow, with capex set to consume nearly all of it.

Memory chip makers used to be cyclical and risky to enter after explosive upside runs. But what if things are different this ...

The boom in data center construction is taking up much of the supply of high-tech components, especially processor and memory ...

Memory chips and storage drives are becoming a major bottleneck in the artificial intelligence buildout, driving companies' ...

Samsung's semiconductor chief told analysts the gap between memory supply and demand will widen further in 2027.

Apple CEO Tim Cook warns of significantly higher memory costs in the June quarter and beyond, which may impact the price of ...

Sandisk Corporation stock is up 3000% as NAND SSD demand surges in AI data centers. Click for this look at SNDK stock ...

This is happening even though data center servers and smartphones use different types of chips. The key distinction between consumer electronics and data centers is what they need ...

Luria believes Micron could generate $393 billion in revenue in its fiscal 2030. His 12-month price target of $1,000 per ...

Shares of Roku surged 8.5% in after-hours trading on Thursday after the company smashed Wall Street expectations with a profit of $86 million, or earnings of 57 cents per share, compared to a loss of ...