Competition in the high bandwidth memory (HBM) market is intensifying, prompting equipment makers such as and to accelerate development of hybrid bonding tools for HBM production. These newer entrants ...

Shares of Micron (Nasdaq: MU) are up 3.3% right before the market opens. Shares of SanDisk (Nasdaq: SNDK) are up slightly ...

NVIDIA may lower Rubin HBM4 bandwidth goals to around 20 TB/s amid supplier constraints, though demand for HBM4 remains ...

Micron announces denser and faster GDDR7 memory by talking about how it will transform PC gaming GPUs, ignoring the current ...

Exponential increases in data and a mix of performance requirements are driving a top-to-bottom rethinking of what works best ...

「半導体メモリ」関連銘柄について、アナリストの村瀬智一さんが解説。最近「世界的にメモリが足りない」という切実な話題が増えてきています。その背景にあるのが、AIの爆発的な普及による巨大データセンターの建設ラッシュです。一部報道によると、2026年には世界で供給されるメモリの最大7割がデータセンターで使用されるという、とんでもない予測もされています。Iデータセンターで使用されるのは高性能メモリですが、 ...

On Tuesday, Apple introduced M5 Pro and M5 Max, debuting a dual-die Fusion Architecture that pushes Apple Silicon further into AI-heavy professional workflows on the latest MacBook Pro. Here's how.

A Reasoning Processing Unit”. Abstract “Large language model (LLM) inference performance is increasingly bottlenecked by the memory wall. While GPUs continue to scale raw compute throughput, they ...

AI data centre demand is overwhelming memory supply, sending DRAM and NAND prices soaring and lifting Korean chip stocks — ...

AI infrastructure can't evolve as fast as model innovation. Memory architecture is one of the few levers capable of accelerating deployment cycles. Enter SOCAMM2 ...

Sandisk (NasdaqGS:SNDK) and SK hynix have agreed to work together to standardize and commercialize High Bandwidth Flash technology. The partnership targets the growing demand from AI inference ...

ここ最近、メモリやSSD、HDDといった主要なストレージパーツの価格が、以前と比べて大幅に上昇していることに驚いた方も多いのではないでしょうか。特に2025年秋以降、その値上がりは急激で、筆者が確認した限り、2025年10月以前と比べて11月時点で2倍前後 ...