Sandisk is up 552% year-to-date, while Intel and Micron have spiked more than 175%. Here's what behind the move.

In the logic chip world, there is no bigger manufacturer than Taiwan Semiconductor ( TSM +4.49%). In the memory world, it's a ...

The hyperscalers may not be profiting yet from their massive infrastructure spending, but the hardware companies are.

If it feels these days as if everything in technology is about AI, that’s because it is. And nowhere is that more true than in the market for computer memory. Demand, and profitability, for the type ...

Samsung Electronics said Thursday that it is the first company to ship a new type of memory chip crucial for artificial-intelligence processors. But Micron Technology is hot on its heels.

The boom in data center construction is taking up much of the supply of high-tech components, especially processor and memory chips. This demand is squeezing consumer device makers, which are having ...

A new kind of memory device may finally solve the problem of overheating and battery drain in electronics. By shrinking components to an extreme scale and redesigning their structure, researchers ...

What Is RAMageddon? Why AI Is Making Laptops and Phones More Expensive ...

AI's rapid expansion increases demand for high-performance memory, especially HBM, leading to supply shortages and price hikes across the industry. Shifting focus to HBM fabrication risks causing ...