At CES 2026, sleek new laptops dazzled—but soaring memory costs driven by AI chip demand threaten to make everyday PCs ...
Through systematic experiments DeepSeek found the optimal balance between computation and memory with 75% of sparse model ...
AI-driven memory and storage shortages may push DRAM up 50%+ in 2026, aiding Micron, Sandisk, Nvidia and more while ...
DRAM super cycle, High-NA EUV ramp, margin gains, and valuation upside. It expects significantly lower China demand in 2026.
An important aspect in software engineering is the ability to distinguish between premature, unnecessary, and necessary ...