Micron Technology Inc. shares plunged 28.7% in July after a 600% gain over 12 months, then jumped 10% in a single day in early August, reflecting investor uncertainty about the AI memory trade. The co…
Micron Technology Inc. trades at roughly 5.4x to 6x forward earnings estimates for fiscal years 2027 and 2028, a steep discount to the S&P 500's typical 20x multiple, as the market prices in fears of …
South Korean President Lee Jae-myung is pushing to relocate the Gwangju Air Base, a joint US military facility, by mid-2028 to build a semiconductor megacluster, with Samsung Electronics and SK Hynix …
Nvidia (NASDAQ: NVDA) is the better stock to buy in 2026 compared with Micron Technology (NASDAQ: MU), according to an August 9 assessment by ChatGPT. The AI model cited Nvidia's stronger competitive …
Samsung Electronics warned during its Q2 2026 earnings call that AI-driven memory chip shortages will intensify in 2027 and persist through at least 2028, sending Micron Technology shares up approxima…
Roundhill Investments' Memory ETF (DRAM) attracted nearly $10 billion in assets under management within 43 days of its April 2, 2026 launch, making it one of the fastest-growing ETFs in history. The f…
Samsung Electronics unveiled a new 3D-memory roadmap, including zHBM and zNAND-O, claiming the zHBM system delivers about eight times the performance and over 10 times the memory density of next-gener…
Semiconductor stocks rallied Tuesday, with the PHLX Semiconductor Index surging over 6% and the S&P 500 reaching record highs, as Marvell Technology launched new AI-optimized memory products at the Fl…
Microchip Technology and Micron Technology unveiled an end-to-end PCIe Gen 6 storage architecture at the Future of Memory and Storage Conference on August 4, 2026, pairing Micron's 9650 NVMe SSD, the …
The AI chip boom is intensifying patent, antitrust, and geopolitical risks for Samsung Electronics and SK hynix, which face a US class action alleging they coordinated DRAM supply cuts, according to J…
Micron Technology Inc. shares fell as much as 22% in July 2026, their worst monthly performance in over a decade, after ChangXin Memory Technologies (CXMT) surged 466% in its Shanghai STAR Market IPO,…
Semiconductor stocks fell in early trading Monday, with the PHLX Semiconductor Index declining 2% amid fears of increased competition from China, as Micron Technology and SK Hynix shares tumbled aroun…
ChangXin Memory Technologies (CXMT) has brought its first LPDDR6 chip to the tail end of R&D validation, according to a Yicai report citing unnamed industry sources, less than a week after its Shangha…
ChangXin Memory Technologies (CXMT), China's top memory chipmaker, raised 57.92 billion yuan (S$11 billion) in its Jul 27 Shanghai IPO, boosting its market valuation to 3.65 trillion yuan and making i…
Prime Minister Narendra Modi on Saturday credited India's youth for driving the country's progress in artificial intelligence, deep tech, and space exploration, citing the recent private orbital launc…
U.S. stocks rose Friday, with the S&P 500 climbing 0.7% to 7,489.72, the Dow Jones Industrial Average adding 276.97 points to 52,485.03, and the Nasdaq composite rallying 1% to 25,373.85, as Amazon.co…
Memory chip stocks rallied on Friday, July 31, after a week of declines, with Samsung Electronics Co. and SK Hynix Inc. jumping 26.81% and 29.95% respectively, and Micron Technology and Sandisk Corpor…
South Korea's KOSPI index posted its largest single-day gain in history on Friday, jumping 1,001.89 points, or 17.91%, to close at 6,595.45, as SK Hynix surged 29.95% and Samsung Electronics climbed 2…
Microsoft Corp. shares surged 15.5% on Thursday, their best day in nearly 18 years, after the company reported stronger-than-expected quarterly profit and signaled its heavy AI spending is translating…
Samsung Electronics and SK Hynix, whose revenues make up 80% of the global memory sector, generated a combined operating profit of 150 trillion won (US$104 billion) in the June quarter, driven by AI d…