New memory framework builds AI agents that can handle the real world's unpredictability

ReasoningBank is a memory framework that turns every interaction into a learning opportunity, creating smarter, more ...

SEMI Reports Global 300mm Fab Equipment Spending Expected to Total $374 Billion Over Next Three Years

Global 300mm fab equipment spending is expected to reach $374 billion from 2026 to 2028, SEMI reported today in its ...
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PENG Q4 and FY25 Deep Dive: AI Infrastructure Transition and Headwinds Shape Outlook

Semiconductor maker Penguin Solutions (NASDAQ:PENG) in Q3 CY2025, but sales rose 8.6% year on year to $337.9 million. Its non ...

Breaking The Cycle: How AI Transforms Memory Stock Micron

Micron (MU) stands out in AI data center memory growth with HBM innovation and strong demand. Read here for deeper insights ...

Penguin Solutions outlines 6% sales growth outlook for FY 2026 amid customer diversification and AI infrastructure expansion

CFO Nate Olmstead reported, “In the quarter, total Penguin Solutions net sales were $338 million, up 9% year-over-year. Non-GAAP gross margin came in at 30.9%, which was flat year-over-year. Non-GAAP ...