Competition in the AI semiconductor market is expanding beyond high bandwidth memory (HBM) to server low-power dynamic random-access memory (DRAM) modules known as Socamm2.

A prolonged U.S.-Israel war against Iran could lead to shortages of key chipmaking materials and higher energy costs which ...

Micron is preparing to report fiscal second-quarter results on March 18, and analysts at GF Securities expect the company to reaffirm tha ...

Companies to work together at Applied’s EPIC Center in Silicon Valley to accelerate development of advanced DRAM, high-bandwidth memory and NAND ...

Explosive growth in AI workloads is forcing the storage industry to pack more data onto disks to meet demand from cloud giants Memory price hikes are likely to become "the new normal" for the next few ...

But it'll be phones and tablets that will get it first.

After a lengthy memory market slowdown, Micron's outlook has improved due to better prices. Revenue and margins could rise due to higher average selling prices and data-center demand. Investors are ...

Applied Materials partners with SK hynix to develop next-gen DRAM and high-bandwidth memory for AI, tackling the memory-speed gap—read the update now.

Samsung broke above a market cap of $1 trillion last month before tumbling back down. But AI's hunger for memory is set to send it back to $1 trillion and keep it there.

Micron stock rose 5.1% on Monday and gained another 6.4% on Tuesday to trade at $414.25. The stock remains about 5.2% below its all-time closing high of $437.80 recorded on February 2.

It could boil down to picking your favorite AI bottleneck with these two stocks.

Micron Technology (MU) just got a massive bullish call from one of Wall Street’s finest just days before its next earnings report. Citi analysts led by Atif Malik reiterated their Buy rating on the ...