OpenAI’s recent research highlights clear, quantifiable evidence of AI monetization momentum, showing how usage and revenue have tracked closely with expanded compute capacity.

JEDEC’s HBM4 and the emerging SPHBM4 standard boost bandwidth and expand packaging options, helping AI and HPC systems push past the memory and I/O walls.

DDR5 memory and SSD prices continue to soar, but I have some ideas for how to save if you're upgrading, building, or buying a ...

Kulicke and Soffa has a history of greatly increasing earnings during an upcycle, but there is a risk in pricing in something that may not be achieved. Learn more on KLIC stock here.

With doubled I/O interfaces and refined low voltage TSV design, HBM4 reshapes how memory stacks sustain throughput under data ...

Discover how the Nvidia Blackwell Ultra and GB300 NVL72 achieve a staggering 50x speed increase for AI inference. We dive deep into the rack-scale architecture, NVFP4 quantization, and the rise of ...

The chip manufacturing equipment specialist could soon be overtaken by Micron Technology and Oracle.

These companies can pleasantly surprise investors in 2026.

There has been growing reporting on rising global memory chip prices, driven by the reallocation of manufacturing capacity towards AI data centres and cloud infrastructure. Major memory manufacturers ...

Corsair has posted its full financial report for 2025, with the company recording impressive revenue and profit margin growth ...

Samsung ships HBM4 memory at 11.7Gbps speeds and claims an early industry lead ...

NVIDIA’s Rubin platform could accelerate HBM4 adoption as Samsung, SK Hynix, and Micron finalize validation by 2Q26.