Micron stock has surged on demand for memory chips for use in AI hardware and there's reason to believe it will last, William ...

Samsung Electronics plans to start production of its next-generation high-bandwidth memory (HBM) chips, or HBM4, next month ...

The memory shortage could last into 2027, but this stock is priced like it won't.

By Jaspreet Singh and Zaheer Kachwala Jan 22 (Reuters) - Global demand for smartphones, personal computers and gaming ...

The trillion-dollar club features three artificial intelligence (AI) chip stocks, and another could soon join the ranks.

Major vendors are scrambling to expand production, but the scarcity of general-purpose memory chips is forecast to continue ...

On-package memory would've put Intel in a tough spot if not.

The global memory chip shortage is deepening in early 2026, as relentless AI-driven demand strains supply chains and begins to reshape market winners and losers, Oxford Economics warns.

It's one thing when the memory stocks are soaring. It's another thing when you can't get an iPhone. We wrote two weeks ago ...

AI data center demand is diverting DRAM and NAND supply, pushing up prices for cameras, storage, PCs, and creative workflows ...

Micron hits record AI-driven revenue, but peak-cycle pricing, rich valuation, and $20B FY2026 CapEx raise oversupply risk.

As AI demand drives prices up, CXMT is overcoming Washington’s curbs to take on Micron and South Korean leaders.