China’s spot market for memory chips is surging on tight global supply, but Shenzhen vendors say sky-high quotes are scaring ...

Traders are jumping over themselves to buy the riskiest, highest-beta AI momentum plays: commodity memory stocks.

Notably, the biggest winners were all in the data storage and memory chip space: along with Micron, Western Digital and ...

Micron has surged ~250% in the past year, benefiting from AI-driven demand and a strategic shift in memory's role. Learn more ...

There's only so much RAM to go around, and with data centers seen as the priority, smartphone and laptop makers may have to ...

Memory may not derail the AI boom, but it is increasingly likely to shape how fast it grows, who benefits first, and at what ...

Samsung is doubling the number of devices it'll deliver with Galaxy AI this year to 800 million units, the company's co-CEO ...

Now, months after most consumers had already come to terms with the situation, Samsung’s co-CEO, TM Roh, acknowledged the ...

If that becomes official, it could provide a big boost to Teradyne's stock. Analysts are already anticipating a big jump in year-over-year revenue growth, to 22.3% in 2026 from an expected 8.7% in ...

Today, Jan. 2, 2026, Micron surges into 2026 as Bernstein points to AI-fueled memory demand. Micron Technology ( MU +10.45%), ...

The good news is that the memory industry is poised to deliver solid growth once again in 2026. Massive demand for ...

As AI companies snap up memory chips, smartphone and PC makers face higher costs and tighter supply — which could lead to ...