Micron Technology will report fiscal Q3 2026 earnings on June 24, with analysts forecasting profit growth of roughly 932% year-over-year, driven by surging demand for high-bandwidth memory used in AI …
Micron Technology is expected to report fiscal third-quarter 2026 earnings on June 24 with adjusted EPS between $19.95 and $20.98, representing roughly 1,000% year-over-year profit growth driven by su…
Micron Technology has received 57 buy ratings from analysts, with price targets approaching $1,500, driven by the AI memory boom that has quadrupled the stock in 2026. The company's fiscal Q3 2026 ear…
Japan's semiconductor equipment makers Tokyo Electron, Screen Holdings, and Advantest are losing China revenue due to export controls, with Tokyo Electron's China sales dropping from 47.4% to 26.8% of…
Apple CEO Tim Cook said price hikes across Apple's product lineup are unavoidable due to a global memory chip shortage driven by AI demand. Memory chip costs have surged nearly 300%, pushing the iPhon…
Samsung, Micron, and SK Hynix have reallocated 93% of DRAM production to high-bandwidth memory for AI, causing a consumer chip shortage. This shift has raised component costs, pushing average smartpho…
Sovereign AI is shifting from a software model race to a supply chain security issue, as governments and companies worry about access to frontier AI models. The real challenge lies in securing the ent…
Nothing has scrapped its planned CMF Phone 3 Pro due to soaring memory chip prices driven by AI demand, marking the first casualty of a device that will not exist rather than just costing more. Apple …
SK Hynix shares surged more than 7% to a record high in Seoul, driven by renewed AI chip demand after Intel's bullish earnings report. The rally pushed South Korea's KOSPI index past 8,000 points for …
Apple CEO Tim Cook announced unavoidable price increases for the upcoming iPhone 18 Pro due to a global shortage of DRAM and NAND chips, driven by AI companies' demand. The base model could cost $1,29…
South Korea's retail crypto trading volume fell 28% year over year to $69 billion in Q1 2026, the steepest decline among major global markets, as retail investors shifted to AI-driven semiconductor st…
Apple CEO Tim Cook confirmed that price increases across iPhones, MacBooks, and iPads are unavoidable due to surging memory costs driven by AI data center demand. Memory and storage costs for the iPho…
Apple CEO Tim Cook confirmed to the Wall Street Journal that price increases across Apple's product lineup are unavoidable due to AI datacenter spending consuming 70% of global DRAM supply, driving me…
The Roundhill Memory ETF (DRAM), the first exchange-traded fund dedicated to memory chip companies, has surpassed $20 billion in assets under management just weeks after its April 2, 2026 launch, driv…
Apple CEO Tim Cook warned that upcoming iPhone 18 and Mac models will cost more due to rising memory prices, driven by AI demand for high-bandwidth memory. The iPhone 18 Pro could reach $1,300, a $200…
South Korea's Kospi and Japan's Nikkei 225 hit record highs on June 18, 2026, driven by surging AI chip demand. SK Hynix joined the trillion-dollar club, while Samsung and Tokyo Electron led gains, wi…
Apple is raising prices across key product lines, including MacBook Pro and Mac Mini, due to surging memory chip costs driven by AI infrastructure demand. CEO Tim Cook confirmed the impact on margins …
Apple raised the Mac Mini base price by $200 to $799 starting May 1, 2026, as memory chip costs surged 50-70% due to AI infrastructure demand from companies like OpenAI, Google, and Meta. CEO Tim Cook…
Apple plans to raise prices across its product lineup due to rising memory chip costs driven by AI infrastructure demand, CEO Tim Cook announced. MacBook prices have already increased by up to $400, a…
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…