Bryson highlighted several companies that could benefit if higher pricing is locked in, including Micron (NASDAQ:MU), Sandisk (NASDAQ:SNDK), Pure Storage (NYSE:PSTG) and Silicon Motion (NASDAQ:SIMO).

Micron recently boosted its outlook for server shipments. Micron sells both HBM memory for AI chips and standard server DRAM, both of which are in short supply. Intel is struggling to keep up with ...

(The Center Square) – Wisconsin lawmakers will again work to alter the state’s unemployment laws when bills increasing weekly unemployment pay by $25 and creating a website for employers to report job ...

Dell's memory pricing is more confusing than consistently offensive. When you purchase through links on our site, we may earn an affiliate commission. Here’s how it works. Add us as a preferred source ...

Server prices are set to increase as the AI memory shortage continues to bite, with Samsung looking the likely winner from proceedings. The Register reported various channel sources expecting price ...

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Dell Technologies raised its full-year outlook as it expects more AI shipments. The Round Rock, Texas, company on Tuesday said it expects full-year revenue to be $111.2 billion to $112.2 billion, up ...

It’s not a bad time to upgrade your gaming PC. Graphics card prices in the 2020s have undulated continuously as the industry has dealt with pandemic and AI-related shortages, but it’s actually ...

Counterpoint warns that DDR5 RDIMM costs may surge 100% amid manufacturers’ pivot to AI chips and Nvidia’s memory-intensive AI server platforms, leaving enterprises with limited procurement leverage.

BEIJING, Nov 19 (Reuters) - Nvidia's (NVDA.O), opens new tab move to use smartphone-style memory chips in its artificial intelligence servers could cause server-memory prices to double by late 2026, ...

Nvidia’s move from DDR5 to smartphone-style LPDDR memory for AI servers is expected to double global server-memory prices by late 2026. The shift is creating a shockwave across semiconductor supply ...