US memory chip stocks lost ~$100B in market value this week, led by Micron's 15% drop, after Google Research detailed its TurboQuant compression algorithm
New research suggests AI data centres will need much less memory than investors had bargained for — US memory chip stocks …
Micron, which has undertaken a $200B US expansion, says it can currently meet about 50% to 66% of demand for some key customers, as AI drives memory chip demand
For decades, memory chips were low-margin commodity products. Now the industry can't make enough to satisfy data centers' hunger.
Samsung says it sent the first commercial HBM4 shipments to customers; Samsung seeks to supply Nvidia and compete with memory rivals like SK Hynix and Micron
Samsung Electronics Co. claimed an early lead in the race to supply memory chips for Nvidia Corp. AI accelerators …
A profile of China's memory chipmaker CXMT, whose $4.2B IPO goal would rank among the century's biggest by a chipmaker, as it faces US and South Korean curbs
As AI demand drives prices up, CXMT overcomes Washington's curbs to vie with Micron and South Korean leaders
Despite dire projections of PC and phone memory shortages, producers like Micron will proceed cautiously in adding new capacity, ever mindful of past downcycles
Sandisk, Western Digital, Seagate and Micron need to keep undershooting demand — The world needs a lot more memory chips and hard drives.
Micron projects FY Q2 sales to grow over 2x YoY to $18.7B and adjusted operating income to rise over 5x to $11.3B, signaling higher memory chip prices in 2026
The AI gold rush is creating shortages for memory chips that could raise prices for all sorts of gadgets
Micron reports Q1 revenue up 57% YoY to $13.64B, above $12.84B est., net income up 180% YoY to $5.24B, and Q2 revenue forecast above est.; MU jumps 5%+
CEO says it can only meet half to two-thirds of demand Akriti Shah / NewsMax.com : Micron Surges 13% on Upbeat Profit Forecast James Van Straten / CoinDesk : Micron crushes earnings, calming markets a...
The AI boom is delaying US municipal projects, as ~$4T in AI infra spending through 2030 shifts skilled construction workers to AI data centers
This is absolute madness. [embedded post] Danny Page / @danny.page : Opportunity Cost - noun: the loss of potential gain from other alternatives when one alternative is chosen. — “The opportunity c...
How SK Hynix's rise as Nvidia's main HBM chip supplier, ahead of Samsung and Micron, disrupted the old order at the top end of the memory chip market
www.ft.com/content/36be... [image] Philip Stafford / @staffordphilip : Very nice piece on why memory chips, the unglamorous corner of the chip market, are having a moment in the sun. — www.ft.com/c...
Micron plans to invest $7B over the next few years to expand its manufacturing footprint in Singapore, and broke ground on an HBM chip plant set to open in 2026
key to the AI boom—with a $7 billion Micron investment TechPowerUp : Micron Breaks Ground on New HBM Advanced Packaging Facility in Singapore TrendForce News : [News] Micron Kicks off Construction on ...