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AI Demand Tightens Memory Supply, Lifting Micron and Sandisk

Bank of America projects a 58% jump in HBM revenue in 2026 driven by data‑center demand.

Intel’s AI Chief Sachin Katti Joins OpenAI as Lip‑Bu Tan Takes Over AI Strategy

U.S. Blocks Nvidia’s Blackwell AI Chips From China as Huang Says No Talks Under Way

Micron Extends Rally on AI Memory Demand With Barclays Target Hike and New SOCAMM2 Sampling

TSMC August Sales Point to a Q3 Beat as AI Orders Accelerate

US Weighs AI Hardware Export Controls as China Closes Chip Design Gap