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Silicon Motion Posts Q2 Beat, Projects $519M–$541M Revenue for September Quarter

Topping forecasts, the report signals stronger demand for data-storage controllers.

Supermicro Doubles June-Quarter Gross Margin and Discloses $60 Billion Order Inflow

NAND Supply Seen Improving in Late 2027 as DRAM Shortage Looms for Years

Samsung Pushes for Another 20% DRAM and LPDDR Price Hike in Q3 2026

NVIDIA Unveils Vera Rubin Rack-Scale Platform for FP64 Simulation and AI

Zoho Unveils Nathu La, an India‑Designed Server to Control Its AI and Cloud Stack

BlueRock Releases Open‑Source NOVA With AMD IOMMU DMA Remapping

Barclays Lifts SanDisk Target to $2,300 After Company Discloses $42 Billion Contract Floor

Luxor Brings LuxOS to MicroBT WhatsMiner as $100 Million Rig Order and Term-Sheet Investment Expand Partnership

Broadcom’s AI Deals Lock In Demand as Analysts Raise Long-Term Targets

Super Micro Tumbles After Report Oracle Canceled $1.1–$1.4 Billion AI Rack Deal

Apple Names John Ternus CEO as Tim Cook Shifts to Executive Chairman

Micron Draws New Target Hikes on AI Memory Boom as Shares Ease After Big Run

Broadcom Locks In Google TPU Deal Through 2031 and 3.5 GW Anthropic Access

SK Telecom, Arm and Rebellions Sign MOU to Build Inference-Ready AI Data Center Servers

IDC Slashes 2026 PC Outlook as Memory Squeeze Deepens

Dell Shares Soar on Earnings Beat and $50 Billion AI Server Outlook

Canaan Stock Falls on EPS Miss Despite Record Quarter as Nasdaq Deadline Nears

Super Micro Surges After Raising FY26 Sales Target to $40 Billion on AI Server Boom

DRAM Prices Forecast to Nearly Double in Q1 2026 on AI-Fueled Shortage