BNP Paribas expects this tight DRAM and NAND backdrop to keep lifting earnings at Seagate, SanDisk, Western Digital, and ...

CNBC's Jim Cramer on Tuesday said avoid buying Micron, Western Digital, Seagate and Sandisk after their huge runs. Instead, ...

The company also reportedly plans to reduce production of its expensive GeForce RTX 50 GPU series and revive its cheaper ...

Materials suppliers Entegris and Qnity aren’t household names, but they benefit from both the AI frenzy and a broader chip-sector recovery.

The boom in AI data center building has caused a shortage of memory chips which are also crucial for electronics like ...

Shares of the memory specialist have already shot up nearly 28% in 2026. It won't be surprising to see Micron stock heading higher for the rest of the year, and it may even become one of the best ways ...

On-package memory would've put Intel in a tough spot if not.

The world has a memory problem, thanks to artificial intelligence. The explosion in AI-related cloud computing and data centers has led to so much demand for certain types of memory chips that now ...

While the stock market has spent the last two years obsessed with logic chips and GPUs, a significant shift is occurring in the hardware sector. The compute trade, which represents betting on the ...

Apple CEO Tim Cook says a global memory chip shortage is beginning to bite, with rising costs expected to pressure margins ahead.