Micron stock has surged on demand for memory chips for use in AI hardware and there's reason to believe it will last, William ...
Jan 22 (Reuters) - Global demand for smartphones, personal computers and gaming consoles is expected to shrink this year as ...
The trillion-dollar club features three artificial intelligence (AI) chip stocks, and another could soon join the ranks.
At CES 2026, sleek new laptops dazzled—but soaring memory costs driven by AI chip demand threaten to make everyday PCs ...
The memory shortage could last into 2027, but this stock is priced like it won't.
On-package memory would've put Intel in a tough spot if not.
Samsung is set to begin HBM4 production as early as next month to supply Nvidia and challenge SK Hynix's dominance in AI memory, as demand ramps up ahead of Nvidia's next-generation Vera Rubin chip ...
The global memory chip shortage is deepening in early 2026, as relentless AI-driven demand strains supply chains and begins to reshape market winners and losers, Oxford Economics warns.
Major vendors are scrambling to expand production, but the scarcity of general-purpose memory chips is forecast to continue ...
Micron hits record AI-driven revenue, but peak-cycle pricing, rich valuation, and $20B FY2026 CapEx raise oversupply risk.
Samsung passed HBM4 qualification tests for Nvidia and AMD and will start shipping to Nvidia next month, citing chip industry ...
As AI demand drives prices up, CXMT is overcoming Washington’s curbs to take on Micron and South Korean leaders.
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