DRAM: This ETF has a major SK Hynix, Micron Technology, and Samsung problem

The red-hot Roundhill Memory ETF (DRAM) is firing on all cylinders amid the rising demand for its constituent companies. It ...

Micron’s 50% Problem: Why Having Too Few Microchips is Making Investors Rich

CEO Sanjay Mehrotra used a Bloomberg interview from the company’s Manassas, Virginia, plant on May 22, 2026, to deliver a ...
CoinDesk

Muriel Médard: Web3 Has a Memory Problem — And We Finally Have a Fix

Web3 has a memory problem. Not in the “we forgot something” sense, but in the core architectural sense. It doesn’t have a real memory layer. Blockchains today don’t look completely alien compared to ...

The DRAM ETF Holds 73% in Just Three Companies, And That’s the Real Problem

The Roundhill Memory ETF (CBOE:DRAM) launched on April 2, 2026 as the first pure-play memory chip ETF, and in roughly six ...
Hosted on MSN

Qualcomm stock: why the 'memory problem' may be overstated

Qualcomm (NASDAQ: QCOM) shares opened about 11% down on Feb. 5 after the semiconductor giant issued cautious guidance for its fiscal Q2 that overshadowed its record-breaking performance in the holiday ...
VentureBeat

Breaking through AI’s memory wall with token warehousing

Shimon Ben-David, CTO, WEKA and Matt Marshall, Founder & CEO, VentureBeat As agentic AI moves from experiments to real production workloads, a quiet but serious infrastructure problem is coming into ...
SDxCentral

Broadcom says the memory shortage is a software problem, and VCF is the fix

The unprecedented memory shortage has caught IT leaders off guard amid skyrocketing hardware price as supply stretching out to 2027 has all but been gobbled up. But of all the firms looking to ...

This chip startup just raised $135M on a bet that AI’s biggest bottleneck isn’t compute — it’s memory

South Korean chip startup Xcena is betting that AI's real bottleneck is not compute, but memory.
InfoWorld

AI memory is really a database problem

If we want to avoid making AI agents a huge new attack surface, we’ve got to treat agent memory the way we treat databases: with firewalls, audits, and access privileges. The pace at which large ...