Intel ( INTC) and AMD ( AMD) received upgrades to Overweight by KeyBanc as both chipmakers have mostly sold out of server ...

This article first appeared on GuruFocus. Server and memory demand is still humming along, and November didn't bring any signs of a slowdown. After looking at monthly sales from several Taiwan-based ...

The Windows updates from Microsoft's December Patchday have unintended side effects. Due to changes introduced by them, message queuing (MSMQ) in Windows 10, as well ...

The global memory market is once again nearing an inflection point. With AI workloads spreading across end devices, DRAM has turned into the central bottleneck dictating shipment rhythms for PCs, ...

TAIPEI (Taiwan News) — Nvidia’s adoption of low-power memory in its next-generation artificial intelligence servers could open new opportunities for Taiwan’s memory industry, CTEE reported Friday. The ...

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.

Nvidia recently decided to reduce AI server power costs by changing the kind of memory chip it uses to LPDDR, a type of low-power memory chip normally found in phones and tablets, from DDR5, which are ...

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, ...

Driven by the explosive demand for artificial intelligence, server memory could double in price by late 2026. The disruption originates from two prime sources: a recent shortage of DDR4/DDR5 legacy ...

The move by Nvidia to use Low-Power Double Data Rate (LPDDR) memory chips, commonly found in smartphones and tablets, instead of the traditional DDR5 chips used in servers, is expected to cause a ...