Micron stock has surged on excitement around high-bandwidth memory chips but it doesn't have the market to itself.
The boom in AI data center building has caused a shortage of memory chips which are also crucial for electronics like ...
Jan 27 (Reuters) - U.S. memory chip maker Micron Technology is set to announce new memory chip manufacturing capacity ...
TAIPEI/SEOUL -- Consumer electronics makers are scrambling to secure memory chips amid an AI-driven supply crunch, with ...
AI companies’ need for a once obscure and affordable type of microchip threatens to drive up prices of all electronics—and ...
Samsung is reportedly nearing Nvidia's approval for its new HBM4 AI memory chips, a crucial step to challenge rival SK Hynix.
The trillion-dollar club features three artificial intelligence (AI) chip stocks, and another could soon join the ranks.
Samsung begins HBM4 chip production for Nvidia in February 2026. Micron sold out through 2026. Tight supply benefits all ...
Micron hits record AI-driven revenue, but peak-cycle pricing, rich valuation, and $20B FY2026 CapEx raise oversupply risk.
The memory shortage could last into 2027, but this stock is priced like it won't.
As AI demand drives prices up, CXMT is overcoming Washington’s curbs to take on Micron and South Korean leaders.
Commerce Secretary Howard Lutnick is warning memory chipmakers that skipping US investment could mean duties up to 100%. If ...