Micron and Sandisk are still great buys.
Shares of Micron Technology (MU 5.68%) have advanced 240% year to date. That makes it the second-best-performing stock in the ...
Memory stocks are surging as AI fuels HBM/DRAM/NAND shortages and pricing power at Micron, Samsung, SK Hynix. Click for more.
Lenovo exec says DRAM and NAND prices will 'never' return to 2025 levels, calling elevated costs the new normal through 2030 ...
Samsung Electronics is likely to estimate that its operating profit jumped about 18-fold to another record high from a year ...
3d
The Bull Case For Micron Technology (MU) Could Change Following GM Long-Term Auto Memory Supply Deal
In late June 2026, Micron Technology signed a long-term Strategic Customer Agreement with General Motors to supply LPDRAM, ...
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Chinese makers of DRAM modules, SSDs have a serious advantage over American and Taiwanese suppliers
After all, China is interested in supporting all of its industries.
Lenovo says high DRAM and NAND prices could become the new normal through 2030, warning cheaper PCs and devices may never ...
The AI boom is bringing some unexpected side effects, and one of the world’s biggest PC makers just delivered a pretty ...
Samsung's next 990 SSD skips the EVO and PRO branding entirely, uses HMB caching instead of DRAM, and may point to a new QLC ...
Lam Research’s LRCX memory segment, accounting for both Dynamic Random Access Memory (DRAM) and Non-Volatile Memory (NVM) divisions, is gaining traction among its customers. In the third quarter of ...
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