Micron has been aided by the struggles of its biggest rival in the memory chip business, Samsung Electronics Co. Ltd., which ...

Lam Research’s LRCX memory segment, accounting for both Dynamic Random Access Memory (DRAM) and Non-Volatile Memory (NVM) ...

Lam Research's valuation remains attractive with a low PEG ratio, secular AI-driven tailwinds, and solid shareholder returns.

AI-driven demand for High-Bandwidth Memory positions Micron as a key beneficiary of the ongoing digital transformation. Read ...

Hybrid memory cubes and high-bandwidth memory provide substantial benefits in managing large datasets and parallel workloads, enhancing the overall performance of HPC applications, including ...

Lam Research’s gross margins are more than 10 percentage points higher than Micron’s. Also, LRCX is not as exposed to the volatile swings in DRAM and NAND pricing that affect memory suppliers ...

Memory Chip AI-Related Innovation From Intel, SoftBank Joint Venture Could Reshape Market Your email has been sent Intel and Japanese multinational investment holding company SoftBank Group have ...

China's CXMT is accelerating its development of high-bandwidth memory (HBM) and DDR5 chips, mounting a direct challenge to the global DRAM dominance of Samsung Electronics and SK Hynix. The ...