Silicon manufacturing issues to blame Datacenter servers will face a double whammy this year as CPU supply constraints pile ...

HP was hit with back-to-back downgrades. Barclays turns bearish, warning of structural PC weakness, rising memory costs, and no clear catalysts ahead. CFRA flags margin pressure from unprecedented ...

SK Hynix, Samsung Electronics Co. Ltd. (OTC: SSNLF), and global rivals, including Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) and Micron Technology Inc. (NASDAQ: MU), are accelerating ...

Samsung Electronics Co.’s quarterly profit more than tripled to a record high after global demand for AI servers sharply lifted memory chip prices. South Korea’s largest company reported a preliminary ...

After the release of November monthly sales from several Taiwan-based tech suppliers, investment firm Wedbush Securities said server and memory components continued to show exceptional strength.

TL;DR: SK hynix's new 256GB DDR5 RDIMM server memory modules, based on 32Gb DRAM, are officially verified for Intel's Xeon 6 platform, delivering up to 16% better inference performance and 18% ...

A monthly overview of things you need to know as an architect or aspiring architect. Unlock the full InfoQ experience by logging in! Stay updated with your favorite authors and topics, engage with ...

Counterpoint warns that DDR5 RDIMM costs may surge 100% amid manufacturers’ pivot to AI chips and Nvidia’s memory-intensive AI server platforms, leaving enterprises with limited procurement leverage.

BEIJING, Nov 19 (Reuters) - Nvidia's (NVDA.O), opens new tab move to use smartphone-style memory chips in its artificial intelligence servers could cause server-memory prices to double by late 2026, ...

Nvidia's (NVDA) plan to use smartphone-style memory chips in its AI servers could cause server-memory prices to double by late 2026, Reuters reported, citing a report by Counterpoint Research. In the ...

BEIJING (Reuters) -Nvidia's move to use smartphone-style memory chips in its artificial intelligence servers could cause server-memory prices to double by late 2026, according to a report published on ...

With the AI infrastructure push reaching staggering proportions, there’s more pressure than ever to squeeze as much inference as possible out of the GPUs they have. And for researchers with expertise ...