Semiconductor stocks lost 12% in two sessions while the Dow hit a record, as investors rotated from AI chip makers to enterprise software companies. A weak jobs report crushed rate-hike odds.…
Ten stocks, led by Micron Technology, drove nearly all of the Nasdaq-100's 20% gain in the first half of 2026, with Micron alone contributing 26% of the index's returns after its stock quadrupled. The…
Zuid-Korea exporteerde in mei voor het eerst meer dan 100 miljard dollar aan goederen, een stijging van 70% jaar-op-jaar, gedreven door de wereldwijde vraag naar AI-geheugenchips. Het land is nu de gr…
Micron Technology reported a 15-fold surge in GAAP net income to $28.24 billion in fiscal Q3 2026, driven by soaring demand for AI memory chips. Revenue jumped 346% year-over-year to $41.46 billion, a…
A federal lawsuit filed June 25 in California accuses Samsung, SK Hynix, and Micron Technology of colluding to fix DRAM prices, causing a 700% price surge since 2022. The complaint alleges the compani…
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 …
Micron Technology and SanDisk stocks have surged over 200% as AI-driven demand for high bandwidth memory and NAND flash creates a global shortage, with Micron up 550% to a $600B market cap and SanDisk…
S&P Global Ratings reported that South Korea's corporate earnings are increasingly dependent on semiconductors, with an AI-driven memory supercycle expected to extend through 2028. The combined operat…
A proposed US class-action lawsuit accuses Samsung Electronics, SK hynix, and Micron Technology of restricting DRAM supply during the shift to AI memory products, but analysts expect little immediate …
Micron Technology reported $41.5 billion in fiscal Q3 2026 revenue, quadruple the year-ago figure, while SK Hynix posted $35.53 billion in Q1 revenue, up 198% year-over-year. The semiconductor layer i…
AMD acquired MEXT, a startup that extends DRAM main memory to flash storage, to address soaring DRAM prices driven by GenAI demand. DRAM now accounts for up to 90% of server costs, with prices rising …
A class-action lawsuit filed in the U.S. accuses Micron Technology, Samsung Electronics, and SK Hynix of price-fixing and artificially restricting DRAM supply, causing consumer DDR5 memory prices to s…
Apple integrated Alphabet's Gemini large language model into Siri at WWDC 2026, driving demand for higher-memory devices as DRAM prices surged over 60% from the prior quarter, according to Micron Tech…
Wall Street opened higher on Monday after the US and Iran agreed to pause hostilities, with the Dow Jones, S&P 500, and Nasdaq Composite rising 0.3%, 0.4%, and 1.3% respectively. AI stocks traded mixe…
South Korea announced nearly 900 trillion won ($583 billion) in semiconductor investments led by Samsung Electronics and SK hynix, including four new memory fabs in the southwest and HBM packaging hub…
Asian markets were mixed on Monday as selling of AI-related shares pulled Japan's Nikkei 225 down 1% and South Korea's Kospi down 2%, while Hong Kong's Hang Seng gained 2.1%. The declines followed a W…
Micron Technology's market cap briefly surpassed Tesla and Meta on June 25 after fiscal Q3 revenue quadrupled to $41.46 billion, driven by surging demand for high-bandwidth memory chips used in AI inf…
Micron Technology reported a massive earnings beat for its fiscal third quarter, with adjusted earnings of $25.11 per share on revenue of $41.46 billion, far exceeding analyst expectations. The compan…
Micron Technology briefly surpassed Meta and Tesla in market valuation, reaching a $1.27 trillion market cap after its stock surged 236% in a month. The company's revenue quadrupled to $41.45 billion …
Micron Technology reported fiscal Q3 2026 earnings with $41.46 billion in revenue and $28.24 billion in net income, achieving an 84.9% gross margin that surpasses Nvidia and Meta. The memory chipmaker…