South Korea to the rescue: The world's two biggest memory chipmakers will drop over half a trillion dollars to end 'RAMageddon,' but there's a catch

Samsung and SK Hynix are pouring half a trillion dollars into new factories that would relieve the components crisis making ...
Wall Street Journal

New Fund Focused on Computer-Storage and Memory Stocks Is Off to a Fast Start

The Roundhill Memory ETF, launched on April 2 with no seed investors, gathered $1 billion in assets in less than two weeks. A Hot New Memory ETF Just Drew $1 Billion in 10 Days The ETF tracks computer ...
TechRepublic

SK Hynix Tops $1 Trillion Valuation as AI Memory Boom Reshapes Chip Market

SK Hynix crossed a $1 trillion valuation as AI data center demand drives memory chip prices higher and reshapes the semiconductor market. SK Hynix has become the latest chipmaker to ride the AI ...
Seeking Alpha

Micron Hits $1 Trillion: This AI Memory Trade Is Not Over

Micron Technology, Inc. is transitioning from a cyclical memory supplier to a strategic AI infrastructure enabler, driving a re-rating opportunity. MU's long-term DRAM agreements and supply tightness ...
Ars Technica

Nvidia sells tiny new computer that puts big AI on your desktop

On Tuesday, Nvidia announced it will begin taking orders for the DGX Spark, a $4,000 desktop AI computer that wraps one petaflop of computing performance and 128GB of unified memory into a form factor ...
Scientific American

The AI boom has a memory problem

For decades, Micron Technology made one of computing’s less glamorous essentials: memory chips. Then the artificial intelligence boom made that hardware one of the industry’s most sought-after ...