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SK Hynix Rallies After Nvidia Says AI Demand Has "Gone Parabolic"

The market move reflects outsized Q1 profits, HBM orders above current capacity, forecasts of steep DRAM and NAND price rises.

Stories older than 24h

Roundhill Memory ETF Tops $10 Billion as Time-Zone and Concentration Risks Rise

AI Memory Crunch Deepens as Prices Soar and Shortage Timeline Extends to 2028

Samsung Quadruples GDDR6 Shipments to Tesla in April

Global DRAM Shortage Set to Stretch Into 2027 as Supply Covers Only 60% of Demand

DRAM Shortage to Stretch Into 2027 as AI Memory Soaks Up New Capacity

Google’s TurboQuant Shakes Memory Stocks as Wall Street Counters Fears

Nanya Raises $2.5 Billion From SanDisk, Solidigm, Cisco and Kioxia

Samsung Ramps AI-Memory Spend, Ships First HBM4 as Supply Relief Slips to 2027

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

South Korea Mobilizes to Counter U.S. Chip Tariffs Tied to Investment Demands

Analysts Lift Micron Targets On Sold-Out 2026 HBM

Micron Climbs as UBS and Piper Lift Price Targets to $400 on AI-Driven Memory Squeeze

Micron Jumps 10% as Bernstein Lifts Target to $330 on AI-Led Memory Upswing

CXMT Files for 29.5 Billion Yuan Star Market IPO to Scale DRAM Production

Nintendo Sheds About $14 Billion as Switch 2 Memory Costs Jump

Intel and SoftBank Form Saimemory to Develop Low-Power DRAM Alternative for AI

Samsung Reports Record Q1 Sales and Surpasses Profit Expectations

Micron Technology Poised for Growth as AI Drives Memory Chip Demand