See how the DRAM memory shortage links to HBM-first focus and consumer supply cuts, helping you avoid overpaying and time ...

The recent 10% drop in Micron (MU) to $370 has sparked a discussion: is this an ideal entry point into an AI-supercycle or a ...

Micron Technology (NasdaqGS:MU) has started construction on a new advanced wafer fabrication facility in Singapore. The multi ...

Micron Technology broke ground on a new advanced wafer fabrication facility in Singapore, a project valued at about US$24b.

What sent Micron shares soaring last month? Two words: AI memory.

S. Korea's two biggest memory makers are expected to trade leads in the high-bandwidth memory market as demand surges for AI ...

SK Hynix overtakes Samsung in operating profit as its lead in AI-focused high-bandwidth memory reshapes South Korea’s chip ...

Intel Corp. announced a collaboration with SoftBank Corp. subsidiary SAIMEMORY to develop a memory technology called the ...

Micron Technology has committed investments of $24 billion to expand its memory chip production within Singapore.

With the AI giants devouring the market for memory chips, PC prices are set to skyrocket. Here's what I think laptop shoppers ...

Google researchers have revealed that memory and interconnect are the primary bottlenecks for LLM inference, not compute power, as memory bandwidth lags 4.7x behind.

HBM demand surges, shortages may last to 2027–2028, and Micron’s upside persists. Click here to read my most recent analysis.