Asian chip stocks slide as China competition fears rattle AI trade
By Heekyong Yang and Gregor Stuart Hunter SEOUL/SINGAPORE, July 28 (Reuters) – Asian semiconductor stocks tumbled on Tuesday,…
AI Is Keeping DRAM Prices High — Here’s Exactly When the Market Finally Loosens Up
Quick Read HBM will consume 30% of total DRAM wafer capacity by 2027, leaving supply able to meet…
Forget Micron? This New AI Memory Stock Could Be the Best Buy of the Decade
Quick Read SK hynix launches on Nasdaq July 10 (SKHY) as the dominant HBM supplier with 58% global…
Why Sandisk (Not Micron) Could Be the Biggest Winner Of the AI Memory Era
The artificial intelligence (AI) memory boom has been kind to both Sandisk Corporation (NASDAQ: SNDK) and Micron Technology…
The Overlooked AI Chip Stock That Could Outperform Nvidia in 2026
When it comes to artificial intelligence (AI) chips, Nvidia (NASDAQ: NVDA) has long been the king with its…
Nvidia-supplier SK Hynix bets on chip ‘super cycle’ after booking record profit
By Heekyong Yang, Hyunjoo Jin and Joyce Lee SEOUL (Reuters) -South Korea’s SK Hynix has sold out all…
Micron forecasts first-quarter revenue above estimates on AI demand
(Reuters) -Micron Technology forecast first-quarter revenue above market estimates on Tuesday, betting on booming demand for artificial intelligence…
This Artificial Intelligence (AI) Stock Trades at Just 22 Times Earnings — and It’s Growing Fast
Micron’s earnings are expected to multiply substantially, and yet the stock can be bought at an incredibly attractive…