Driven by the global memory chip shortage, Micron Technology has enjoyed exceptional pricing power, an advantage that strongly supports the continued momentum in its stock.

Demand for memory far exceeds supply, much to the benefit of Micron, Western Digital, and SanDisk investors.

There's a bottleneck in the AI boom that won't be solved anytime soon. AI workloads require immense amounts of dynamic random access memory (DRAM), high-bandwidth memory (HBM), and "NOT AND" (NAND) ...

A growing procession of tech industry leaders, including Elon Musk and Tim Coo,k are warning about a global crisis in the making: A shortage of memory chips is beginning to hammer profits, derail ...

Qualcomm dropped as the chipmaker issued lackluster guidance due to the ongoing memory chip shortage. The company topped fiscal first-quarter estimates but issued lighter-than-expected guidance.

SoftBank unit Saimemory and Intel team up on new memory tech aimed at AI and high-performance computing. Prototypes are planned for 2028, with commercialization targeted for fiscal 2029. Energy ...

The Nintendo Switch 2 and an artificial intelligence data center don’t look remotely alike. Yet they depend on the same crucial component—dynamic random-access memory, or DRAM. It is the fast-working ...

In the world’s biggest wholesale electronics marketplace in the bustling Huaqiangbei district of the southern Chinese metropolis of Shenzhen, memory is the new gold. On a Tuesday in January, a ...

Feb 5 (Reuters) - PC makers HP (HPQ.N), opens new tab, Dell (DELL.N), opens new tab, Acer (2353.TW), opens new tab and Asus (2357.TW), opens new tab are considering sourcing memory chips from Chinese ...

Chipmakers may reportedly prioritize higher-margin customers using AI over automakers, which could affect production. Artificial intelligence has been widely adopted across multiple sectors, with ...

Micron publicly stated the company is "sold out" of memory for all of 2026. Western Digital recently authorized a $4 billion stock buyback. SanDisk crushed its latest earnings, which sent the stock ...