A quantitative scenario analysis of the AI industry from 2026 to 2030 finds that memory scarcity, open-weight models, and inference efficiency gains are restructuring the sector. The study projects a …
A quantitative scenario analysis of the AI industry from 2026 to 2030 finds that memory scarcity, open-weight models, and inference efficiency gains will restructure the sector, with incumbent cost ad…
High Bandwidth Flash (HBF), a NAND-based memory stack with read bandwidth comparable to HBM4 but 10x the capacity, is set to sample from Sandisk in late 2026 and appear in AI inference devices by earl…
Memory chipmakers SK Hynix, Micron Technology, and Samsung Electronics are riding a surge in AI-driven demand for high-bandwidth memory, but investors remain skeptical that the industry has broken fre…
Ondo launched Ondo Perps, a derivatives platform offering up to 20x leverage on equity, index, and commodity perpetual futures with tokenized stocks as collateral. The platform is live for pre-alpha u…
Micron reported record fiscal Q3 2026 revenue of $41.46 billion and non-GAAP gross margin of 84.9%, driven by AI memory demand, but shares remain volatile as investors question whether memory pricing …
Samsung Electronics reported a 19-fold jump in Q2 operating profit to 89.4 trillion won, driven by surging demand for AI memory chips, but shares fell nearly 8% as investors worry the AI boom may be c…
UBS raised its DRAM and NAND price forecasts, projecting DDR prices will jump 32% quarter-over-quarter in Q3 2026, nearly double its prior estimate, as AI infrastructure demand tightens memory supply.…
Samsung Electronics is raising prices on commodity DRAM and LPDDR memory chips by over 20% in Q3 2026, marking the third consecutive quarter of significant hikes. The increases, driven by supply bottl…
TrendForce reports that DRAM contract prices will rise 13-18% QoQ in 3Q26 due to tight supply from AI server demand, while NAND Flash prices will increase 10-15% QoQ as consumer demand weakens and hig…
Samsung Electronics, SK hynix, and Micron Technology face a proposed US class-action lawsuit alleging they coordinated to reduce supply of conventional DRAM while ramping HBM production, causing DRAM …
Retail investors poured a record $12 billion into US semiconductor ETFs in a single month through mid-to-late June 2026, a 1,200% surge since April, driven by the AI chip trade. The VanEck Semiconduct…
Micron Technology reported record revenue of $41.46 billion for the quarter ending June 24, 2026, a 346% year-over-year surge driven by AI demand for high-bandwidth memory, which is sold out through 2…
Micron reported record fiscal Q3 2026 revenue of $38.24 billion, up 346% year-over-year, driven by AI demand for memory and NAND. The company raised DRAM prices by low-60s% and NAND prices by mid-80s%…
DRAM prices surged over 60% in 2025 as AI demand overwhelms semiconductor production capacity, with downstream effects rippling into consumer goods and automotive sectors. A coalition of nine U.S. tra…
Micron Technology reported fiscal Q3 2026 revenue of $41.46 billion, crushing Wall Street estimates by nearly $6 billion, driven by AI-fueled demand for memory chips. Adjusted EPS of $25.11 also beat …
Cantor Fitzgerald analyst CJ Muse raised Micron Technology's price target from $700 to $1,500, projecting earnings growth through 2028 driven by an AI-fueled memory supply crunch. Muse forecasts total…
Valve revealed that DRAM makers now dictate monthly prices and allocations, with no room for negotiation, threatening to cut off supply permanently if terms are refused. The imbalance stems from AI in…
SK Hynix, South Korea's top memory chipmaker, plans to raise up to $33 billion through new depositary receipts and a US listing as early as August 2026 to fund AI chip production. The company filed fo…
The global memory chip market is projected to reach 1,500 trillion won ($975 billion) in 2026, quadrupling from 360 trillion won in 2025, driven by surging demand for server memory products as tech co…