#dram

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fromTheregister
1 day ago

Curious connections: Voyager probes and Sinclair ZX Spectrum

The twin robotic spacecraft launched in 1977, the same year as the Apple II, the TRS-80 and the Commodore Pet, making the spacecraft the patron saints of the modern computer age. By the time Voyager's primary mission ended with Voyager 2's 1989 Neptune encounter, earthlings had the 80486, the Gameboy and the Apple Macintosh Portable. As Voyager 2 was nearly three billion miles (4.7 billion kilometers) away at that point, however, hardware upgrades were ruled out by the cost of delivery.
Science
from247wallst.com
4 days ago

Could Micron's Memory Boom Make It the New Oracle?

The chipmaker's pivotal role in supplying high-bandwidth memory (HBM) and storage solutions for AI data centers positions it for explosive growth without the hype. While Nvidia dominates GPUs, Micron fuels the backbone DRAM and NAND chips essential for AI training and inference, where data volume is exploding. This under-the-radar status has kept its valuation attractive, with a forward P/E of just 12 and a price-to-earnings-to-growth (PEG) ratio of a minuscule 0.22, signaling significant undervaluation amid AI's boom.
Business
Business
from24/7 Wall St.
1 month ago

Live: Will Applied Materials (AMAT) Pop After Tonight's Earnings?

AI-driven demand is expected to strengthen foundry/logic and DRAM, despite weaknesses in ICAPS.
Gross margin forecast at 48.3% is under scrutiny due to market pressures.
Management is optimistic about H2 performance, increasing focus on Q3 results.
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