NAND, which accounts for the remaining 25% of Micron’s revenue, is less of a driver. Deutsche Bank was more cautious here, ...

Mizuho raised its price targets on key storage and memory stocks, Seagate, Western Digital (NASDAQ:WDC), and SanDisk, in a note Thursday, citing accelerating demand driven by AI infrastructure.

Nvidia plans to release a chip that is retrofitted from an existing Blackwell processor that was modified to meet chip export rules.

Intel outpaces S&P 500 with AI focus, 18A production deals, and advanced nodes. Read more on whether INTC stock can offer any ...

Deutsche Bank began coverage of Micron Technology ( NASDAQ: MU) with a Buy rating and a $150 price target. Shares of Micron ...

Micron Technology, Inc. (NASDAQ:MU) ranks among the 20 best fast growth stocks to invest in. Following better-than-expected ...

The European Union cannot practically declare its independence from Nvidia GPUs any more than any other nation can at this ...

Latest generative AI models such as OpenAI's ChatGPT-4 and Google's Gemini 2.5 require not only high memory bandwidth but ...

When buying a new graphics card, the focus is often on clock rates, shader cores, and the size of the VRAM. While memory ...

The US government has imposed fresh export controls on the sale of high tech memory chips used in artificial intelligence (AI) applications to China. The rules apply to US-made high bandwidth ...

Succinctly, high memory bandwidth is fundamental to keeping multiple devices in a system and the per-core computational units supplied with data. Once there is sufficient bandwidth to prevent data ...

“Memory bandwidth is a critical bottleneck for next-generation platforms,” said Manish Deo, senior product marketing manager at Intel, in a recent white paper. Simply put, DRAM is unable to keep up ...