Micron stock has surged on excitement around high-bandwidth memory chips but it doesn't have the market to itself.

Samsung begins HBM4 chip production for Nvidia in February 2026. Micron sold out through 2026. Tight supply benefits all ...

Micron has become one of the market’s most aggressive expressions of the artificial intelligence hardware boom, with its shares climbing more than 240% over the last year as investors crowd into ...

Memory Surge Propels SK Hynix to Third in Semiconductor Rankings AI-driven demand fuels memory super cycle as SK Hynix, ...

SEOUL, Oct 21 (Reuters) - The global rush by chipmakers to produce AI chips is tightening supply of less glamorous chips used in smartphones, computers and servers, spurring panic buying by some ...

Hardware companies including Apple Inc. and HP Inc. are under pressure, as their need for expensive memory components becomes ...

Micron's latest upsurge reflects that AI-driven upside extends beyond HBM, as accelerating DRAM and NAND pricing, reinforced ...

Micron Technology reported fiscal first-quarter results that beat Wall Street expectations for sales and earnings per share. Micron shares rose in extended trading. Micron makes memory and solid-state ...

"We might also see PC memory specifications be lowered on average to preserve memory inventory on hand".

Nvidia is the market leader in AI accelerators, and its full-stack strategy means its systems often have the lowest total cost of operation. Broadcom is the industry standard in Ethernet switching and ...