Micron Technology shares fell more than 8% on July 28, 2026, as a sector-wide semiconductor selloff erased over $1 trillion in combined market capitalization from major chipmakers including SK Hynix, …
AI inference chip startup Etched's valuation has doubled to about $21 billion just one month after its $300 million Series C round led by Sequoia, which valued the firm at $10.3 billion, according to …
Nvidia, OpenAI, and SB Energy are partnering to build an 8-gigawatt data center campus in Ohio, with Nvidia providing over $105 billion in financing and making a $1.5 billion investment in SB Energy. …
SanDisk's investor day forecast of mid- to high-teens revenue growth from fiscal 2028 through 2030, with non-GAAP gross margins near 80% and operating margins near 75%, is prompting analysts to reasse…
Micron Technology and SanDisk shares climbed 7-9% in July 2026 trading sessions, recovering after a correction, as renewed investor confidence in AI infrastructure spending and analyst upgrades from B…
Micron launched a $250 million fund to invest in AI startups that buy its memory chips, aiming to gain early insight into future demand for DRAM, HBM, and NAND. The move follows Micron Ventures' earli…
SanDisk announced at its Investor Day on August 13 that eight customers have signed New Business Model agreements, locking in $16.5 billion in enforceable financial guarantees and a minimum of $93.9 b…
Memory chip prices have surged nearly 400 percent since August 2024, with DRAM costs rising from 90 cents to $3.45 per gigabyte, driven by AI demand and a supply squeeze that experts call 'chipflation…
The Roundhill Memory ETF (DRAM), launched April 2, has amassed $27.44 billion in assets and returned 161.51%, with 25.42% of its portfolio concentrated in Micron Technology. The fund, which holds 24 m…
Apple Inc. is testing memory chips from China's ChangXin Memory Technologies (CXMT) across its product lines, including iPhones and MacBooks, and is seeking White House approval to use them in product…
David Tepper's Appaloosa Management trimmed its AI memory-chip positions and boosted holdings in megacap tech giants, according to its latest 13F filing. The hedge fund, which posted 32% gross returns…
South Korea's KOSPI briefly reclaimed 7,000 on Friday, extending a 22% rebound from its July 30 low as cooling US inflation revived demand for chipmakers Samsung Electronics and SK Hynix. The index op…
Intel CEO Lip-Bu Tan signaled a return to memory chip innovation, saying memory is no longer a commodity and that Intel is exploring stacking DRAM on CPUs, amid industry expectations that memory short…
Nvidia has raised the price of its RTX Pro 6000 96GB Blackwell workstation GPU to $16,000, a 110% increase from its $7,600 preorder price, due to an ongoing memory shortage driven by AI demand. The co…
China's CXMT, formerly ChangXin Memory Technologies, reached a market value of $540.5 billion on Friday, making it the world's 24th-most-valuable company and just behind Intel at $552.6 billion, accor…
Taiwan's largest DRAM maker Nanya Technology plans to quadruple its 2027 capital expenditure to over NT$200 billion ($6.2 billion) from its 2026 budget of more than NT$50 billion, betting on AI-driven…
Micron Ventures, the corporate venture capital arm of Micron Technology, is operating a $300 million fund focused on early-stage deep tech startups in AI, machine learning, and sustainable computing i…
Samsung Electronics Co. has sold out its entire 2026 supply of HBM4 memory chips, with customer demand concentrated on the product, according to Chief Financial Officer Park Soon-cheol on the company'…
Amazon DynamoDB now supports real-time vector search at any scale, enabling users to store vector embeddings alongside operational data and run similarity searches with single-digit millisecond latenc…
Amazon DynamoDB now supports real-time vector search at any scale, allowing users to store vector embeddings alongside operational data and run similarity searches with single-digit millisecond latenc…