Micron stock is adding to its more than tenfold gain in the past year, but investors should keep an eye on rising Chinese ...

TSMC’s capacity struggles are turning into a boon for Intel. As the Taiwanese chip making giant struggles to meet ...

The global memory chip supply shortage has skyrocketed the prices of electronics, including phones and computers. Here's what to know about it. Barbara is a tech writer specializing in AI and emerging ...

Shares of SK Hynix, Nvidia Corp.’s top supplier of high-bandwidth memory, climbed as much as 11% on Wednesday, making it the ...

SHANGHAI, CHINA - MARCH 18 2026: A staged scene of memory sticks for laptop computers March 18, 2026. Consumer memory sticks have gone through a price surge last year as the production capacity was ...

CEO Sanjay Mehrotra used a Bloomberg interview from the company’s Manassas, Virginia, plant on May 22, 2026, to deliver a message that reframes the memory cycle for investors: this is a structural ...

Memory chip stocks have emerged as the next big wave of the AI trade and investors are all in. AI is driving up demand for memory, sending the stocks of the companies that make memory chips soaring ...

Quick ReadDRAM surged 150% YTD since its April 2026 launch, as HBM chip demand powers AI's leap from theory into real-world ...

You're currently following this author! Want to unfollow? Unsubscribe via the link in your email. The AI boom is turning memory chips — long viewed as a cyclical corner of the semiconductor industry — ...

MediaTek's chipset market share fell from 38% to 32% in Q1 2026, while Qualcomm also declined. Rising memory costs are ...

Memory chip makers have been riding a wave of surging demand that's boosted pricing power and profit projections in the historically volatile sector. Rather than a one-time shortage in need of a ...

Samsung Electronics’ memory-chip employees could receive close to 600 million won ($398,900) each in combined incentives this year, while colleagues in loss-mak ...