Memory Technology

DRAM High-Bandwidth Memory High Bandwidth Memory DRAM and NAND HBM Market Trends NAND Flash Memory NAND Flash AI Memory AI Applications

20 ARTICLES

4d ago

Micron Locks $100 Billion in Five‑Year AI Memory Deals as Prices Surge

The take‑or‑pay contracts and fast HBM4 ramp give Micron a new margin floor with Sept. 22 set as the key test of how much further price upside it can capture

20 ARTICLES

last wk.

Micron Pledges $10 Billion for Boise Research Hub to Drive AI Memory Innovation

10 ARTICLES

last wk.

SanDisk’s Stock Surges After Investor Day as Management Unveils Aggressive Long‑Term Model

8 ARTICLES

last wk.

Druckenmiller’s Duquesne Exits Micron and Intel, Adds AMD, Alphabet and Riot

12 ARTICLES

last wk.

Micron Tops $1 Trillion as Strong Results Collide With a Market Reprice

61 ARTICLES

last wk.

Memory Stocks Rally on AI Contracts as Bond Yields and WSJ Report Trigger Volatility

7 ARTICLES

2w ago

Micron Says AI Demand Far Outstrips Memory Supply as It Boosts U.S. Factory Bets

20 ARTICLES

2w ago

Micron’s AI-Fueled Surge Faces Heavy Market Discount Over 2028 Capacity Wave

3 ARTICLES

2w ago

iPhone 18 Pro Poised for Big Price Hike as Memory Shortage Tightens Early Supply

4 ARTICLES

3w ago

SK Hynix Board Approves $38 Billion Fab Spend as Micron Shares Tick Higher

36 ARTICLES

3w ago

SK hynix and SanDisk Publish Open HBF Standard as Samsung Shows Competing zHBM

10 ARTICLES

3w ago

Apple Posts Record June Quarter but Warns of Memory Costs and Chip Limits

15 ARTICLES

3w ago

CXMT Nears LPDDR6 Validation and Eyes Second Beijing Fab After Record Shanghai IPO

8 ARTICLES

4w ago

Memory Makers Shift Capacity to AI, Threatening a 70% Drop in Supply to Module Firms

15 ARTICLES

4w ago

CXMT’s Blockbuster STAR Market IPO Rockets Valuation and Shakes Global Memory Stocks

7 ARTICLES

4w ago

Samsung and Broadcom Sign $200 Billion MOU Tying HBM, 2nm Foundry and Packaging

Memory Technology

Micron Locks $100 Billion in Five‑Year AI Memory Deals as Prices Surge

Micron Pledges $10 Billion for Boise Research Hub to Drive AI Memory Innovation

SanDisk’s Stock Surges After Investor Day as Management Unveils Aggressive Long‑Term Model

Druckenmiller’s Duquesne Exits Micron and Intel, Adds AMD, Alphabet and Riot

Micron Tops $1 Trillion as Strong Results Collide With a Market Reprice

Memory Stocks Rally on AI Contracts as Bond Yields and WSJ Report Trigger Volatility

SanDisk Lays Out Bullish Three‑Year Model, Sends Stock Higher

CXMT Overtakes Tencent as China’s Most Valuable Company

YMTC Climbs to Third in Global NAND Shipments

Intel Signals Possible Return to Memory Chip Business

Never miss stories about

Memory Technology

Micron Says AI Demand Far Outstrips Memory Supply as It Boosts U.S. Factory Bets

Micron’s AI-Fueled Surge Faces Heavy Market Discount Over 2028 Capacity Wave

iPhone 18 Pro Poised for Big Price Hike as Memory Shortage Tightens Early Supply

SK Hynix Board Approves $38 Billion Fab Spend as Micron Shares Tick Higher

SK hynix and SanDisk Publish Open HBF Standard as Samsung Shows Competing zHBM

Apple Posts Record June Quarter but Warns of Memory Costs and Chip Limits

CXMT Nears LPDDR6 Validation and Eyes Second Beijing Fab After Record Shanghai IPO

Memory Makers Shift Capacity to AI, Threatening a 70% Drop in Supply to Module Firms

CXMT’s Blockbuster STAR Market IPO Rockets Valuation and Shakes Global Memory Stocks

Samsung and Broadcom Sign $200 Billion MOU Tying HBM, 2nm Foundry and Packaging

Never miss stories about

Memory Technology