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Structural demand from AI and next-gen data centers is reshaping Micron's future--and its valuation hasn't caught up ...
The company has recently raised its Q4 FY’25 forecast, expecting revenue of $11.2 billion at the midpoint, an increase from ...
The AI chip market is expected to stay under Nvidia's dominance in 2026, as Samsung Electronics, SK Hynix, and Micron battle ...
Driven by the booming demand for artificial intelligence (AI) servers, high-bandwidth memory (HBM) has become a key factor ...
A new technical paper titled “Architecting Long-Context LLM Acceleration with Packing-Prefetch Scheduler and Ultra-Large ...
Nvidia is apparently putting together a new AI chip meant for sale in China that's half as powerful as its flagship B300 ...
Nvidia is developing a new AI chip for China based on its latest Blackwell architecture that will be more powerful than the H20 model it is currently allowed to sell there, two people briefed on the ...
China pushes US for AI chip rule rollback in trade talks, seeking HBM memory chip access for Huawei and SMIC development ...
High Bandwidth Memory chips, designed to rapidly feed data to powerful AI accelerators, are expected to grow in demand by ...
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Micron Eyes High-Teen DRAM Demand Growth: Is It Sustainable?
MU projects high-teen DRAM demand growth in 2025, fueled by AI-driven applications and record data center sales.
Nvidia Corp is designing a new artificial intelligence chip for the Chinese market that will be more powerful than its ...
Nvidia is developing a new Blackwell-based AI chip for China, expected to outperform the H20 amid export curbs, security ...
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