China has reportedly been conditionally approving corporate purchases of Nvidia's H200, reshaping HBM supply-demand dynamics.

NVIDIA is rumored to set a new baseline price for its GPU products in the near future, and it's potentially going to be worse ...

Mainstream processors from AMD are not expected to receive a major GPU upgrade for years. Intel could integrate Nvidia GPUs ...

In a rare occurrence in their long and intertwined histories, Samsung Electronics Co. and SK Hynix Inc. are set to report ...

Samsung and SK Hynix appear to be on the cusp of producing HBM4 chips, ushering in a new generation of high-bandwidth memory (HBM) for AI data centers. Reuters reports that a source said Samsung will ...

According to TipRanks.com, Engel is a 4-star analyst with an average return of 9.5% and a 60.8% success rate. Engel covers the Technology sector, focusing on stocks such as International Business ...

Micron wants to spend around $20 billion more on capital in fiscal 2026 to increase HBM and DRAM production. A forward PEG ...

The AI-induced memory shortage is, of course, most clearly pertinent to RAM, but it's also pertinent to GPUs because these also use memory, this being GDDR video memory. If there's a general shortage ...

Micron Technology (NASDAQ:MU) shares slid more than 2% on Monday after a media report said Samsung Electronics (SSNLF) is close to securing certification from Nvidia (NASDAQ:NVDA) for its ...

NVIDIA GPU shortage concerns grow after ZOTAC Korea warns of worsening supply and sharp RTX price increases across multiple ...

Samsung Unveils Exclusive Galaxy Z Flip7 Olympic Edition, Supporting Athletes’ Entire Milano Cortina 2026 Journey — Samsung ...

Currently, the chipmakers are scrambling to build manufacturing capacity, while the hardware companies struggle to get their ...