Most investors are still focused on AI’s “brains” – the models, the software, the chips. But what if the real constraint is…memory? In today’s Friday Digest takeover, our macro investing expert Eric ...

There's a bottleneck in the AI boom that won't be solved anytime soon. AI workloads require immense amounts of dynamic random access memory (DRAM), high-bandwidth memory (HBM), and "NOT AND" (NAND) ...

Marvell Technology Inc. (NASDAQ:MRVL) is one of the most promising stocks under $100 to buy. On March 17, Marvell announced the launch of its next-gen Structera S 30260, a 260-lane CXL switch designed ...

An expanding partnership is pushing Micron's shares higher.

TOKYO--(BUSINESS WIRE)--Kioxia Corporation, a world leader in memory solutions, today announced that the company’s research papers have been accepted for presentation at IEEE International Electron ...

Integrated circuit company Montage Technology has launched its CXL 3.1 Memory eXpander Controller (MXC), which is currently being tested by some of its key customers, including AMD and Intel. The ...

Smart memory node device from UniFabriX is designed to accelerate memory performance and optimize data-center capacity for AI workloads. Israeli startup UniFabriX is aiming to give multi-core CPUs the ...

We all know AI has a power problem. On the whole, global AI usage already drew as much energy as the entire nation of Cyprus did in 2021. But engineering researchers at the University of Minnesota ...

Scientists maximize the efficiency of hafnia-based ferroelectric memory devices. A research team led by Professor Jang-Sik Lee from the Department of Materials Science and Engineering and the ...

Micron Technology, Inc. announced its integration of the HBM3E 36GB 12-high memory product into AMD's upcoming Instinct™ MI350 Series solutions, emphasizing both power efficiency and performance ...