Samsung Electronics is a dominant memory player but has lost ground in the most advanced segment, the HMB for data centers. It also needs help to close the technological gap with TSMC, transitioning ...

Networking equipment are less exposed to disruptions in the memory market, HPE’s CEO said. ・Peers such as Cisco and Arista Networks also posted strong results recently, although weak margins pressured ...

Lam Research’s LRCX memory segment, accounting for both Dynamic Random Access Memory (DRAM) and Non-Volatile Memory (NVM) divisions, is gaining traction among its customers. In the third quarter of ...