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Market Trends

Micron’s HBM Edge Drives Bull Case as Stock Soars and Valuation Stays Low

A new analysis argues HBM scarcity is giving Micron pricing power.

Samsung Forecasts Record Q4 Profit as AI Memory Boom Lifts Prices

Micron Shares Rise on Record Quarter and Powerful Outlook as AI Memory Booms

Xiaomi Warns of Higher 2026 Phone Prices as Memory Costs Soar, Secures Supply

Samsung Forecasts 12.1 Trillion-Won Q3 Profit, Its Highest Since 2022