Samsung is set to begin mass production of new high-bandwidth memory chips, laying down a challenge to Micron Technology.

Micron’s stock has dropped on competitive concerns, but a Deutsche Bank analyst thinks the company can benefit from a memory boom that’s “still not well understood” by many investors.

AI doesn't just need memory; it also needs massive storage capacity. Western Digital is a leader in developing advanced 3D ...

Samsung has started early mass production of HBM4 chips for Nvidia's next AI platform. Micron Technology (NasdaqGS:MU) is not included as an HBM4 supplier for this Nvidia platform. This development ...

The recent 10% drop in Micron (MU) to $370 has sparked a discussion: is this an ideal entry point into an AI-supercycle or a ...

Nvidia's HBM4 supply chain just shifted. Samsung, SK Hynix are set to dominate the Vera Rubin era as Micron falls behind on ...

Micron Technology specializes in designing and manufacturing memory chips, essential components in AI data centers. The company primarily produces dynamic random access memory (DRAM) and NAND flash ...

Memory chips are becoming the new bottleneck in AI development.

Samsung stock rose 4.9% Monday as the company announced mass production of HBM4 chips for Nvidia AI processors starting this ...

Micron Technology has outperformed NVIDIA over the past year as surging HBM demand and tight supply position it as a ...

Micron Technology stock leaped +311% in the past year, but thanks to huge memory chip demand from AI data centers, the price can rise significantly higher.

Shares of Micron (NASDAQ:MU) were pretty much unstoppable before shares swiftly corrected by more than 13% this week.