Technology ❯ Semiconductors ❯ Memory Chips

Market Trends

Artificial Intelligence AI Impact AI Demand Price Increases Micron Technology Supply Chain Issues Pricing Price Fluctuations AI Infrastructure AI Data Centers

Micron Shares Fall as TSMC Capex Rise and CXMT IPO Reports Rekindle Memory Fears

Higher foundry spending and signs of new Chinese supply have shifted investor focus to near-term cash flow and memory pricing risks.

Memory Price Spike Threatens Samsung’s Mobile Division With Possible First Quarterly Loss

Bank of America Raises SanDisk Target to $2,500 as Stock Tumbles in Quick Selloff

AI Demand Creates a Multi-Year Memory Shortage

Micron’s Stock Surges as Company Says 2026 HBM Is Fully Contracted

SanDisk Stock Hits Record High After Fresh Wall Street Upgrades

Samsung Union Ratifies 2026 Pay Deal That Creates Uncapped Semiconductor Bonus

Samsung Suspends Planned Strike After Provisional Deal Over AI Windfalls

Samsung, Union Strike Provisional Deal, Halting Planned 18-Day Walkout

Memory ETF DRAM Sets Record at $6.5 Billion, Then Stumbles on Korea Shock

Samsung Q1 Profit Hits Record on AI Memory Boom

Xiaomi Hikes Smartphone Prices as DRAM and NAND Costs Soar

Samsung Set to Post Record Q1 Profit on AI Memory Boom

Google’s TurboQuant Rattles Memory Stocks as Analysts See Limited Impact

Memory Shortage Triggers PC Price Hikes, With Smartphone Costs at Risk as RAM Jumps Up to 90%

South Korea's January Exports Hit Record on AI-Driven Chip Surge

Morgan Stanley Names Micron Top Pick, Raises Target to $325 on Rapid DRAM Price Spike