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…
Micron Technology is set to report fiscal Q3 2026 earnings on June 24, projecting record revenue of $33.5B and a non-GAAP gross margin of 81%, more than double from a year ago, driven by surging deman…
Seeking Alpha rates Micron Technology a Strong Buy with a $1,673 price target, citing tight DRAM/NAND markets and rising enterprise adoption of agentic AI as demand drivers. The firm forecasts $35 bil…
Worldwide revenue for Data Center IT Semiconductors and Components surged 116% year-over-year in Q1 2026, driven by rising memory prices, NVIDIA's Blackwell platform ramp, and hyperscaler custom accel…
NVIDIA Jetson integrates validated LPDDR5 DRAM directly on-module to address memory supply volatility that is disrupting edge AI development, with shortages and rising prices expected through 2026. Th…
The "Memory Wall" bottleneck, originally coined in the 1990s to describe the speed gap between processors and DRAM, has re-emerged in the AI era as DRAM and high-bandwidth memory (HBM) struggle to mee…
Micron Technology is emerging as a frontrunner in the AI-driven memory supercycle, with surging demand for its DRAM and HBM products driving record revenue and margin expansion. Strategic customer agr…
The global memory market is projected to reach $1.28 trillion by 2027, driven by surging demand from AI expansion, according to new research from TrendForce. The firm raised its forecast as the rise o…
Team Group CEO Gerry Chen stated that RAM and SSD prices will continue to rise due to AI server demand consuming 40% to 50% of global memory supply. Chen warned that most memory production planned for…
Micron Technology's 2026 surge in AI memory demand is lifting semiconductor ETFs and AI-infrastructure funds. The Roundhill Memory ETF has gained about 85% since its April 2 debut and crossed $10 bill…