Technology ❯ Semiconductors

Memory Technology

DRAM High Bandwidth Memory High-Bandwidth Memory HBM Market Trends DRAM and NAND High Bandwidth Memory (HBM) HBM Memory Product Development LPDDR5X DRAM

SanDisk Rebounds as AI Storage Demand Powers Beat and Strong Outlook

The bounce signals renewed faith in tight memory supply driven by AI storage needs.

Micron Extends Post-Earnings Slide as Google’s TurboQuant Rattles AI-Memory Trade

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

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

Micron’s Post‑Earnings Slide Deepens as Heavy Spending and AI Memory Jitters Split Opinion

Micron Shares Slide As AI Memory Boom Meets Supply Limits and Big Capex

SK Hynix Files Record $8 Billion Order for ASML EUV Tools for 2027 Delivery

Micron Lifts Capex Above $25 Billion After Record Quarter as AI Memory Shortage Deepens

Samsung Commits 110 Trillion Won for 2026 to Speed Its Push in AI Chips

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

Apple Pulls 512GB RAM From M3 Ultra Mac Studio, Hikes 256GB Upgrade

Memory Stocks Sink After Korea Selloff Tied to Iran Energy Fears

Micron Wins Wave of Upgrades on Record Quarter as AI Memory Sells Out Through 2026

Micron Says AI Memory Demand Will Exceed Supply Through 2026 as HBM4 Ships Ahead of Plan

Applied Materials Raises Outlook on AI-Fueled Demand; Shares Jump

TrendForce Sees 2026 Smartphone Output Falling on Soaring Memory Costs

Samsung Starts Mass Production and Shipments of HBM4 Memory

Micron Begins Large-Scale HBM4 Shipments Ahead of Plan, Lifting Shares

Samsung Starts HBM4 Mass Production as PC Makers Seek New RAM Sources

Nvidia, SK Leaders Meet in Silicon Valley to Discuss HBM4 Supply and AI Cooperation