Micron Technology shares surged after UBS tripled its price target on the stock, citing surging demand for the company's memory chips driven by artificial intelligence applications. The investment ban…
Chinese DRAM and NAND manufacturers are aggressively ramping production, potentially creating an oversupply that could lower prices for consumer memory and SSDs. The move challenges the AI-driven memo…
UBS analyst Timothy Arcuri more than tripled his price target on Micron to $1,625, predicting the memory chip maker could reach a valuation of nearly $2 trillion. Shares surged 8% in early trading, ri…
Gamers Nexus has published a three-hour investigation into the state of the PC industry, revealing that the consumer market is collapsing under the weight of AI demand, memory speculation, and tariff …
SK Group chairman Chey Tae-won said Monday at Nvidia's GTC conference that the global memory chip shortage will persist for another four to five years, with wafer supply lagging demand by over 20%. Ch…
Kioxia reported record quarterly revenue of ¥1.0029 trillion ($6.29 billion) for the fourth quarter of fiscal 2026, an 84.5 percent increase driven by surging AI demand for SSDs. The NAND flash manufa…
Huawei has developed proprietary Die-on-Board (DoB) packaging technology to produce 122 TB SSDs, circumventing its inability to access the latest 100+ layer 3D NAND from mainstream suppliers due to US…
Prices for DDR5 and DDR4 memory chips have more than tripled year-over-year as of March, driven by surging AI infrastructure demand and a global bidding war for high-bandwidth memory. Memory manufactu…