Global semiconductor equipment sales are forecast to reach a record high of $229.5 billion in 2028, driven by increased investment in AI infrastructure, according to a report by SEMI. The industry ass…
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…
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.…
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%…
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…
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…
Silicon Motion is preparing a PCIe 6.0 consumer SSD controller for release next year, according to Senior VP Nelson Duann. The company and rival Phison posted record Q1 results driven by hyperscaler d…
AMD acquired predictive memory technology startup MEXT to address the memory wall bottleneck in AI deployments. MEXT's AI-driven software optimizes memory by combining DRAM and flash, aiming to reduce…