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‘All boats are rising’ in data and memory, says Western Digital’s CFO. Just look at the stocks.
Barron’s speaks with Western Digital’s chief financial officer after the company breezes past earnings expectations.
AI is driving memory chip shortages, sending Sandisk and other memor makers' stocks surging in recent weeks.
Overview: AI data centers consume massive amounts of high-performance memory, shifting demand away from consumer markets.Enterprise-scale AI deployments are tig ...
Financial markets are already reflecting the shift. Micron Technology, Inc. (NASDAQ: MU) is up over 328% in the past year, ...
In particular, higher prices for NAND flash and LPDDR ( Low-Power Double Data Rate) have driven up memory to range from 20% to 30% of the bill of materials for smartphones. It was previously 10% to 20 ...
The rapid evolution of persistent memory (PM) technologies has spurred a significant shift in how data structures and algorithms are designed and implemented. Persistent memory, offering ...
SoftBank Corp (TYO:9434) has announced a strategic collaboration between its subsidiary Saimemory and Intel Corporation (NASDAQ: INTC) to develop a new class of advanced memory chip technology aimed ...
SK Hynix has overtaken Samsung in annual profit for the first time as both companies have warned of memory chip shortages through 2027 driven by AI demand.
Memory maker Micron (MU) reported a blowout first quarter earnings report on Wednesday, beating expectations on the top and bottom lines and offering a better-than-anticipated outlook for the second ...
Just as the PC market is pushing heavily into DDR5 memory, we're hearing more about both DDR6 and LPDDR6 memory. In a new JEDEC presentation, we're hearing about DDR6, LPDDR6, and new CAMM standards ...
Western Digital Corporation (NASDAQ:WDC) is one of the stocks Jim Cramer talked about, along with the memory shortage.
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