Memory giants Micron, SK Hynix and Samsung have led a rally in semiconductor stocks this year. Memory prices surged in 2025 ...
Samsung stock rises on $1.73B buyback plan and record earnings forecasts. Analysts predict memory chip shortage will drive ...
Sim Lim Square retailers told CNA that the current price hikes are among the highest they have seen in decades.
Demand for memory chips currently exceeds supply and there's very little chance of that changing any time soon. More chips ...
Shares of the world's top memory chip providers rose on Monday as investors bet on further price gains due to a global supply ...
Nvidia’s long run at the centre of the artificial intelligence investment narrative may be facing its first real test, as investors rotate toward memory-product companies seen as key beneficiaries of ...
With capacity shifting to high-margin HBM for AI data centers, traditional DRAM supply is collapsing, pushing enterprise IT ...
As AI companies snap up memory chips, smartphone and PC makers face higher costs and tighter supply — which could lead to ...
Micron stock at $315 as Bernstein raises target to $330. Memory shortage drives pricing power with tight supply lasting through 2026 and beyond.
The good news is that the memory industry is poised to deliver solid growth once again in 2026. Massive demand for ...
This article first appeared on GuruFocus. Micron Technology Inc. (MU, Financials) is once again in the spotlight. The ...
Building Generative AI models depends heavily on how fast models can reach their data. Memory bandwidth, total capacity, and ...