At CES 2026, sleek new laptops dazzled—but soaring memory costs driven by AI chip demand threaten to make everyday PCs ...

NVIDIA could be the next big AI chip winner as Micron's rally fades, with soaring data center demand and strong uptake for ...

Micron hits record AI-driven revenue, but peak-cycle pricing, rich valuation, and $20B FY2026 CapEx raise oversupply risk.

SK Hynix plans to accelerate the opening of a new factory by three months and will also begin operating another new plant in ...

Artificial intelligence is colliding with a hard physical limit: the energy it takes to move data on and off chips. Training ...

Retail investors are piling into memory and storage stocks as AI data centers tighten supply. SanDisk and Micron are in focus ...

Micron makes hardware components that are critical for AI data centers, and demand is exceeding supply, yet its stock is one ...

The world has a memory problem, thanks to artificial intelligence. The explosion in AI-related cloud computing and data centers has led to so much demand for certain types of memory chips that now ...

Data doesn’t have to travel as far or waste as much energy when the memory and logic components are closer together.

Micron stock jumps 8% after blowout earnings and bullish AI-driven guidance spark hopes of a memory-led chip supercycle.

SK Hynix has announced this week it will invest 19 trillion won (or $12.90 billion) into a new advanced chip packaging ...