Micron management is pointing output to high-margin segments, notably HBM and data centers. Read why MU stock is upgraded to Strong Buy.

See how the DRAM memory shortage links to HBM-first focus and consumer supply cuts, helping you avoid overpaying and time your buys.

Big Tech’s 2026 capex surge boosts AI chips: semis, memory supercycle, TSMC strength, NVDA/AVGO upside—get the key stock ...

The memory chip market is going through a massive boom phase, thanks in large part to the skyrocketing demand from AI, which ...

The company’s progress in HBM development suggests it’s closing the gap with its domestic rival Read more at The Business ...

Data center AI is driving a dramatic ramp in the growth of silicon photonics foundries: 8X growth in just 6 years, from 2026 to 2032. Scale-out is the major driver now. Scale-up will become the ...

SEOUL ― Samsung Electronics said on Thursday it had started shipping its most advanced HBM4 chips to unnamed customers, as it tries to narrow the gap with rivals in supplying critical parts for Nvidia ...

HPC data centers solved many of the technical challenges AI now faces: low-latency interconnects, advanced scheduling, liquid cooling, and CFD -based thermal modeling. AI data centers extend these ...

With the AI giants devouring the market for memory chips, PC prices are set to skyrocket. Here's what I think laptop shoppers need to know right now.

An analyst predicts that the current RAM storage may not go away anytime soon.

Qualcomm Balances Record Quarter With Caution on Memory-Driven Slowdown ...

We’re looking ahead to 2026 and trying to figure out which companies are going to be the big players in supplying these ...