Major smartphone makers including OnePlus, Nothing, Xiaomi, and Realme have raised prices in India by ₹1,000 to ₹6,000 across mid-range and flagship models due to a global memory shortage. The surge ...

The structural shift is driven by the effective end of Moore's Law, which has constrained DRAM makers from boosting chip density on wafers by 50-100 per cent annually. With only three global DRAM ...

OpenClaw, the open-source AI agent framework built by developer Peter Steinberger and now backed by OpenAI following a ...

DeepSeek fired a warning shot at AI rivals by slashing API prices up to 90% amid soaring enterprise token usage. The South ...

This is happening even though data center servers and smartphones use different types of chips. The key distinction between consumer electronics and data centers is what they need ...

The boom in data center construction is taking up much of the supply of high-tech components, especially processor and memory ...

Sandisk Corporation stock is up 3000% as NAND SSD demand surges in AI data centers. Click for this look at SNDK stock ...

Brex reports that smart cards, used in various sectors, feature embedded chips for secure transactions and spend management, ...

Micron's AI infrastructure will elevate the cyclical earnings floor, though industry cyclicality persists in an evolved form.

AMD and Micron are both riding long-term trends while benefiting from near-term bottlenecks.

AI has not created every pressure on forecasting, but it has removed slack from the system, making other shocks harder to ...

According to Jefferies, the four major US hyperscalers are projected to spend 92 per cent of their operating cash flow on ...