It seems that Wall Street is assuming that memory cycle has already peaked. Memory Cycle hasn't peaked yet due to ramp up of ...

DDR5 memory chip samples this week, and it says this is part of its contribution to systems that keep up with AI.

Adding another bullish catalyst, a separate report suggests that Nvidia is teaming up with Micron, SK hynix, and Samsung to develop System On Chip Advanced Memory Module (SOCAMM) -- a new standard ...

Micron also suggests that CUDIMMs or CXL-based memory modules could leverage higher-than-JEDEC speeds. DIMMs for enthusiasts will also likely adopt the new DRAMs for their post-10,000 MT/s modules.

TL;DR: NVIDIA is negotiating with Samsung, SK hynix, and Micron to use SOCAMM memory modules in its Project DIGITS follow-up. SOCAMM offers better energy efficiency and more I/O channels than ...

Given how indexed Micron and its memory peers are to Nvidia’s success right now, it’s imperative for its posturing to pan out (aligned with the Jevons Paradox’s thesis), behooving scaling ...

TL;DR: Micron is set to mass-produce its 12-Hi HBM3E memory, offering 20% less power consumption and 50% more capacity than previous models, for NVIDIA's AI GPUs. The company plans to introduce ...

Nvidia is reportedly teaming up with memory manufacturers SK hynix, Micron and Samsung to create ... named System On Chip Advanced Memory Module (SOCAMM) is in the works with all three large ...

Micron announced in 2022 it planned to build up to four fabrication plants, or fabs, in the town of Clay over the next 20 years to produce millions of computer memory chips. The chips are used in ...

Micron's memory chips and storage solutions could also wind up being included as onboard components in robots. Micron is seeing bullish momentum today following news that Meta Platforms is gearing ...