Is Micron Technology Stock the Next Nvidia?

Enter Micron Technology ( MU +0.77%). With shares up 317% over the last 12 months, the memory giant is quickly following in ...

China’s Lenovo warns of ‘prolonged’ memory crunch, looks to AI for rebound

Top PC maker posts a 21 per cent profit drop amid chip squeeze, but bets on AI-powered devices to sustain growth amid ...
CNA

Samsung begins HBM4 chip shipments

Samsung Electronics said on Thursday that it has started shipping the latest high-bandwidth memory chips, HBM4, as the chipmaker races to catch up with rivals in supplying to Nvidia.The global race to ...

Micron's stock climbs on this fresh sign of booming memory prices

Lenovo said memory prices went up 40% to 50% in the last quarter - and they could double this quarter Micron's stock was up ...
SDxCentral

Samsung is herding out its latest high bandwidth memory chips

Per-stack total memory bandwidth has increased by 2.7-times versus HBM3E, reaching up to 3.3 Tb/s. With 12-layer stacking, ...

Samsung Begins HBM4 Chip Shipments in Effort to Catch up in AI Race

Samsung said its HBM4 delivers a consistent processing speed ​of 11.7 gigabits-per-second (Gbps), ⁠a 22% increase from its predecessor, HBM3E. Samsung said its latest chips can achieve the maximum ...

Micron's stock pops. Here's what an executive just said to calm nervous investors.

Micron is "in a favorable price environment" from supply constraints, Murphy said. While the company isn't quantifiably ...

Here’s how Apple’s stock can surge in the face of rising memory costs

Don’t let the global memory shortage distract you from the upcoming Apple Intelligence launch, according to Bernstein.

Here’s how Micron’s stock can hit $500, according to Deutsche Bank

Micron’s stock has dropped on competitive concerns, but a Deutsche Bank analyst thinks the company can benefit from a memory ...
Rest of World

AI is dominating the world’s memory chips. That could make phones more expensive

China imports most of its memory chips, but it has been trying to make its own as part of the broader push for self-sufficiency in the AI industry. The U.S. in 2024 imposed restrictions on China’s ...

Is Micron the New Nvidia?

For the last three years, discussions around artificial intelligence (AI) chips have mainly revolved around Nvidia ( NVDA ...

South Korean Chip Stocks Rally, Tracking U.S. Peers

Shares of South Korean large-cap chip makers rallied on Monday, tracking gains by U.S. peers over the weekend. The surge in SK Hynix and Samsung, whose combined market capitalization accounts for more ...