Micron stock has surged on demand for memory chips for use in AI hardware and there's reason to believe it will last, William ...

By Jaspreet Singh and Zaheer Kachwala Jan 22 (Reuters) - Global demand for smartphones, personal computers and gaming ...

On-package memory would've put Intel in a tough spot if not.

Major vendors are scrambling to expand production, but the scarcity of general-purpose memory chips is forecast to continue ...

It's one thing when the memory stocks are soaring. It's another thing when you can't get an iPhone. We wrote two weeks ago ...

The global memory chip shortage is deepening in early 2026, as relentless AI-driven demand strains supply chains and begins to reshape market winners and losers, Oxford Economics warns.

AI data center demand is diverting DRAM and NAND supply, pushing up prices for cameras, storage, PCs, and creative workflows ...

Dresden-based startup FMC raises another 100 million euros, expands its management team, and plans its own chip factory in ...

Commerce Secretary Howard Lutnick is warning memory chipmakers that skipping US investment could mean duties up to 100%. If ...

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

As AI demand drives prices up, CXMT is overcoming Washington’s curbs to take on Micron and South Korean leaders.

By Arsheeya Bajwa Jan 21 (Reuters) - Intel shareholders are optimistic about the company's results like they have not been ...