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SanDisk Shares Pull Back as Citi Lifts Target to $875 on Tight NAND Outlook

AI storage buildouts are driving multi-year deals with accelerating data-center revenue.

Micron Lifts Capex Above $25 Billion After Record Quarter as AI Memory Shortage Deepens

Samsung Commits 110 Trillion Won for 2026 to Speed Its Push in AI Chips

Nvidia to Supply About 1 Million GPUs to AWS Through 2027

Micron Posts Record Quarter, Lifts Outlook as Shares Fall on Higher Capex

Samsung Electronics Workers Approve May Strike Over Bonus Caps

Samsung Named Preferred HBM4 Supplier for AMD’s Next AI GPU as Foundry Talks Open

Qualcomm Authorizes $20 Billion Open-Ended Buyback, Lifts Dividend

Broadcom Draws Fresh Price-Target Hikes as AI Networking Chips Enter Production

Micron Heads Into Earnings on AI Memory Boom, Sold‑Out HBM and New Taiwan Fab Plans

Sandisk Jumps as AI Data-Center Demand Tightens NAND Supply and Lifts Outlook

AI Infrastructure Race Accelerates on Oracle Backlog and Broadcom’s $100 Billion Chip Target

Micron Extends Yearlong Rally as AI-Fueled Memory Shortage Triggers Fresh Price Spikes

Analysts Push Micron Price Targets Higher Ahead of March 18 Earnings on AI Memory Tightness

TSMC Posts Stronger Year-Over-Year Sales as Board Clears NT$115.6 Billion Dividend

Nvidia’s $2 Billion Nebius Bet Fuels AI Infrastructure Rally

Bumble Soars After Q4 Beat as Company Unveils AI-Driven Bumble 2.0

Navitas Jumps on AI Data Center Power Packages, Names New CFO

AMD's Lisa Su to Visit South Korea for Talks on HBM Supply With Samsung, Naver

Samsung and SK Hynix Said to Clinch HBM4 for Nvidia’s Vera Rubin as Analysts Lift Micron Targets