New market research suggests memory prices may not drop even in the second half of 2027, as demand from AI infrastructure ...

New research shows global NAND and DRAM shortages are reshaping mobile video surveillance across transit, school ...

Micron Technology (NasdaqGS:MU) has completed the acquisition of Powerchip Semiconductor Manufacturing’s P5 site in Miaoli County, Taiwan. The company plans immediate retrofitting of the facility and ...

AI demand is triggering a historic memory-chip shortage. Meeting exponential demand for chips will be expensive and maybe even impossible.

Analysts are turning increasingly bullish on Micron Technology Inc. MU as stronger memory pricing and surging AI demand ...

Micron Technology’s analyst derived fair value has shifted from US$365.22 to US$425.13, putting a higher reference point on where some models now place the shares. That move sits alongside research ...

DRAM and NAND flash prices have soared by as much as 180% since the Lunar New Year, amid worsening memory chip supply ...

A global shortage of memory chips is pushing major PC brands like HP, Dell, Acer, and Asus toward potential price increases.

NAND prices surge as AI storage demand tightens supply. NAND flash prices have surged sharply as supply constraints intensify, with some manufacturers raising quotations by as muc ...

Micron (MU) stock jumps on $500 price target, triple-digit memory price increases, and sold-out HBM capacity through 2027. Q2 ...

Apple faces a structural margin headwind from surging DRAM and NAND prices driven by AI server demand, threatening its premium valuation. With 74% of revenue tied to hardware, Apple's exposure to ...