South Korean chip startup Xcena is betting that AI's real bottleneck is not compute, but memory.
24/7 Wall St. on MSN
Every AI chip on Earth needs this company’s technology. It has an 80% gross margin. And you’ve probably never heard of it
Quick Read Rambus (RMBS) is an under-the-radar AI infrastructure play with 79.73% gross margins and strong fundamentals. Rambus dominates memory IP for AI accelerators, with every major chip design ...
Chip and silicon intellectual property technology company Rambus Inc. today announced HBM4E Memory Controller IP, a new solution that delivers breakthrough performance with advanced reliability ...
Built on a proven track record of over one hundred HBM design wins to ensure first-time silicon success Delivers up to 16 Gigabits per second per pin at low latency to meet the demands of ...
Morning Overview on MSN
Samsung just shipped its first HBM4E memory samples — the component that will decide whether the next generation of AI chips hits the market on time
Samsung has begun shipping engineering samples of its HBM4E memory to chip designers, according to industry disclosures tied to the newly published HBM4 standard. Those tiny stacks of high-bandwidth ...
Arasan Chip Systems, a leading provider of IP for mobile and automobile SoC's, is proud to announce the launch of the ...
Colin is an Associate Editor focused on tech and financial news. He has more than three years of experience editing, proofreading, and fact-checking content on current financial events and politics.
Yesterday, two of the largest memory makers, Micron Technology and Sandisk, saw their stock prices soar more than 11% in a single trading session. And those gains are small potatoes compared to their ...
Samsung posted record profit growth, driven by demand for AI-linked memory. Chip shortages lifted prices, boosting earnings across the memory segment. The AI boom strengthened Samsung’s position in ...
This morning, shares of two of the largest computer memory companies that trade on U.S. markets are up yet again. The stock prices of Micron Technology, Inc. (Nasdaq: MU) and Sandisk Corporation ...
AI-driven RAM shortage could extend into late 2027 due to structural supply constraints. Sandisk surged 44% in early 2026 while Micron and Western Digital gained 15% and 13%, respectively. Micron ...
Arasan Chip Systems Announces Industry's First Sureboot Total 16-bit xSPI + PSRAM IP Solution including support for AP Memory's Xccela PSRAM and the latest LVpSRAMSAN JOSE, Calif., May 28, 2026 ...
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