Micron and Sandisk are two of the best ways to play the memory supercycle.

Parts of the market are asking if we're already nearing peak tightness and margins in the memory chip space as the shortage ...

SK Group chairman Chey Tae-won warns that the 'industry-wide supply shortfall' relating to DRAM and memory will 'persist' ...

Lam Research (NASDAQ:LRCX) is one of the 15 AI stocks that are quietly making investors rich. On February 25, Morgan Stanley ...

As generative AI models get more sophisticated, companies need more memory and faster memory, Micron CEO Sanjay Mehrotra said ...

NAND and RAM costs are likely to go up, but cheap Chinese exports could save the day.

MU's DRAM revenue is anticipated to soar 145% year over year in Q2 as AI workloads boost demand for high-performance memory.

AI-driven demand may keep the global memory shortage going until 2028, with DRAM prices staying elevated before supply stabilizes.

Shares of DRAM and NAND flash giant Micron Technology (NASDAQ: MU) rocketed to close almost 9% higher on Wednesday, reaching all-time highs. Micron is one of only a handful of companies with the ...

New market research suggests memory prices may not drop even in the second half of 2027, as demand from AI infrastructure ...

TL;DR: Samsung is advancing its next-gen HBM4 memory by preparing for 1c DRAM mass production at its Pyeong Plant 4, with equipment installation starting in Q1 2025. The 1c DRAM, a 6th generation 10nm ...

Kioxia announced its ultra-fast GP SSD series for AI workloads at the 2026 GTC.  Micron, Samsung and Phison also had their ...