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Tech Titans Surge: AMD's Record Growth and DRAM Market Boom Highlight Semiconductor Innovations"

Tech Titans Surge: AMD's Record Growth and DRAM Market Boom Highlight Semiconductor Innovations"

Counterpoint: global DRAM revenue grows by 369% in Q3
Counterpoint: global DRAM revenue grows by 369% in Q3

Global DRAM revenue has increased by an insane 369% year-over-year thanks to strong demand for the stuff, which goes towards building new AI accelerators and data centers. The Average Selling...

AMD's record quarter: Data center business doubles, while gaming craters
AMD's record quarter: Data center business doubles, while gaming craters

AMD reported third-quarter revenues on Tuesday with a record $13.4 billion, an increase of 45 percent year over year, as data center business nearly doubled and the company's gaming segment...

Micron details ambitious DRAM and NAND roadmap — 3D NAND, High-NA EUV, new materials, and custom silicon makes a comeback
Micron details ambitious DRAM and NAND roadmap — 3D NAND, High-NA EUV, new materials, and custom silicon makes a comeback

As DRAM and 3D NAND are about to adopt all-new technologies, custom types of memory are about to become mainstream as AI developers face limitations with current solutions.

AMD expects to outsell Intel in Q4 for the first time in history
AMD expects to outsell Intel in Q4 for the first time in history

AMD's data center business surges as strong demand for Epyc processors and Instinct accelerators continues and sales of client hardware declines only slightly.

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