A new report suggests Nvidia may push back gaming GPU launches as memory shortages favor AI chips ...
Samsung has started early mass production of HBM4 chips for Nvidia's next AI platform. Micron Technology (NasdaqGS:MU) is not included as an HBM4 supplier for this Nvidia platform. This development ...
Micron remains a cyclical stock. But its current up cycle could go on much longer than past ones have.
Nvidia may skip new consumer gaming GPUs in 2026 due to global memory shortages, delaying RTX 50 Super and RTX 60 releases.
Nvidia (NVDA) announced separate collaborations with SK Group, Samsung Electronics (OTCPK:SSNLF), and Hyundai Motor Group to help develop AI factories. Nvidia announced plans with Samsung to build a ...
TL;DR: Samsung has secured a key HBM4 memory supply deal with NVIDIA, delivering up to 11Gbps chips for NVIDIA's 2026 Rubin AI GPUs. Utilizing advanced 10nm DRAM and 4nm logic, Samsung's ...
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Is Micron the New Nvidia?
Memory chips are becoming the new bottleneck in AI development.
Bets Big on AI Boom: Samsung Electronics will begin mass production of the world's first sixth-generation high-bandwidth ...
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