SSD capacity prices are now over 20 times those of HDD capacity prices.  Storage tiering that includes SSDs and HDDs with ...

TL;DR: AI-driven demand has caused severe shortages and price hikes in DRAM, NAND, and CPUs, with Intel and AMD struggling to supply enough processors. Server and PC manufacturing face delays and ...

Recent industry trends, including the release of NVIDIA’s Rubin platform (developer.nvidia.com), point to a growing consensus that AI inference is reshaping data center architecture in a fundamental ...

Ariel Investments, an investment management company, released its “Ariel Global Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. Ariel Global Fund delivered ...

A prolonged shortage of memory and storage components—driven largely by the rapid expansion of artificial intelligence infrastructure—is expected to weigh heavily on the global personal computer ...

Sandisk has emerged as a major beneficiary of the AI memory and storage supercycle. The stock has gained 160% so far in 2026 -- an astounding feat amid an otherwise struggling technology sector. With ...

Seagate Technology shares surged to a record high Monday as Morgan Stanley analysts called the stock their "top pick" in IT hardware.

Montage Technology reported full-year 2025 revenue of CNY5.46 billion (US$750 million), up 49.9% year on year, while net profit rose 58.4% to CNY2.24 billion, broadly in line with expectations.

Operators of temperature-controlled warehouses might be left out in the cold following a record year for deliveries that has pushed vacancy to its highest point in two decades. Nearly 7% of cold ...

Google's (GOOG)(GOOGL) TurboQuant, a compression algorithm that optimally addresses the challenge of memory overhead in vector quantization, will likely lead to the usage of more intensive AI ...

Shares of major memory and storage suppliers had declined during early market action on Wednesday. Micron Technology (MU) was down 4%, Western Digital had slid 4.4%, Seagate Technology (STX) had ...