Micron CEO Sanjay Mehrotra says AI has changed memory demand
Micron Technology Chairman, President, and CEO Sanjay Mehrotra said Thursday that artificial intelligence has upended the economics of…
Opinion: The Best AI Memory Stock to Buy Isn’t Micron or Sandisk — It’s This Korean Giant
The artificial intelligence (AI) memory supercycle has transformed semiconductor investing, fueled by explosive demand for high-bandwidth memory (HBM)…
What History Reveals About the Road Ahead for Memory Sector Giants
Here’s a paradox worth sitting with: The memory chip business is enjoying arguably the strongest fundamentals in its…
World shares mostly gain as South Korea’s Kospi jumps 3.6%
HONG KONG (AP) — World shares mostly gained and U.S. futures advanced on Tuesday, with markets trading higher…
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…
Jensen Huang Told CES 2026 That Memory Is Now the Biggest Bottleneck in AI. Micron and Sandisk Have Outperformed Nvidia’s Stock Ever Since.
CES, held annually in January, is one of the most important trade shows where tech companies go to…
Semiconductor stocks trim losses as investors buy the dip
What happened: Semiconductor stocks trimmed losses on Friday as investors bought the dip. However, for the week, the PHLX…
Semiconductor stocks keep falling as investors go risk-off, Chinese startup releases powerful new AI model
What happened: Semiconductor stocks retreated on Friday, with Nvidia (NVDA), AMD (AMD), Broadcom (AVGO), Intel (INTC), and Marvell…
Micron vs. SK Hynix: Which AI Memory Stock Is the Better Buy?
The recent listing of SK Hynix (NASDAQ: SKHY) on the Nasdaq represents a pivotal moment for the artificial…
Oil prices rise following the latest fighting in the Middle East, as AI stocks sink
NEW YORK (AP) — Oil prices are climbing Monday following a weekend of attacks in the Middle East,…
Micron New Investment Could Be an Early Warning for the AI Industry
This article first appeared on GuruFocus. Micron Technology (NASDAQ:MU) has taken an equity stake in Taiwan-based GlobalWafers to…
Why Micron Technology (MU) Is Securing Long-Term AI Memory Demand With $22 Billion in Customer Commitments
Micron Technology, Inc. (NASDAQ:MU) is one of the best performing AI stocks over the last 3 years, with…