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Micron’s 2025 Surge Pauses as Wall Street Lifts Targets Up to $500

AI-driven memory shortages are underpinning record results, with management guiding to 68% gross margin next quarter.

Sony and Microsoft Weigh Pushing Next‑Gen Consoles Beyond 2027–28 as RAM Costs Soar

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Nvidia Licenses Groq Tech, Absorbs Core Team in Reported $20 Billion Inference Play

Trump Reopens China AI Chip Sales, Lifting AMD’s 2026 Prospects

Asus Denies Plan to Build DRAM Fabs as Memory Crunch Deepens

Nvidia Licenses Groq’s Inference Technology as Startup’s Leaders Move to the Chip Giant

Samsung Debuts First In‑House GPU Design in Exynos 2600, Eyes Fully Custom Graphics by 2027

Micron Soars to Record as AI HBM Shortage Locks In Sales Through 2026

Nvidia Targets February H200 Shipments to China Under New U.S. Licensing Regime

Rosenblatt Sets Street-High $500 Target on Micron After Blowout Quarter and Record Guidance

Apple Shifts Majority of iPhone 17 RAM Sourcing to Samsung During Price Spike

U.S. Weighs Nvidia H200 Exports to China, Lifting Chip Stocks as Broadcom Maps AI Runway

Samsung Begins Sampling SOCAMM2 LPDDR5X Server Memory in Nvidia Collaboration

SK hynix First to Earn Intel Data Center Certification for 256GB DDR5 Server Memory

Nvidia's 72GB RTX PRO 5000 for Desktop AI Is Now Available

Leaked Apple Files Point to M5 Max iMac Under Test

Retail Listings Hint at $550–$600 Price for AMD Ryzen 7 9850X3D

G.Skill Blames AI-Driven Shortage for DRAM Price Surge, Urges Caution on Purchases

Reports Point to Nvidia Cutting RTX 50 Production by Up to 40% in Early 2026

Sapphire Executive Sees DRAM Market Starting to Steady in 6–8 Months as AI Demand Reorders Supply