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Micron Target Lifted to $450 on Soaring DDR5 Prices, Tight DRAM Supply

Morgan Stanley sees further Q1 price hikes as DRAM tightens.

Applied Materials Soars on AI-Fueled Beat and Higher Guidance

Cadence Launches ChipStack AI ‘Super Agent’ for Chip Design, Citing Up to 10x Speedups

HP and Dell Start Qualifying CXMT DRAM as Acer and Asus Pursue China‑Sourced Memory

JPMorgan Backs Nvidia, Broadcom, Micron as Top AI Chip Picks Ahead of Earnings

South Korea’s Economy Shrinks in Q4, Leaving 2025 Growth at 1%

China Announces First Domestic High-Energy Hydrogen Ion Implanter, POWER-750H

Apple Escalates Effort to Secure High-End Glass Cloth as Shortage Threatens 2026 Devices

Government Shuts Down Relocation Talk for Yongin Chip Cluster

Taiwan Reports 2.63 Million Daily Cyberattacks in 2025, Notes Spikes During Chinese Patrols

South Korea Logs Record $709.7 Billion in 2025 Exports as Chip Sales Hit New High

China Applies 50% Local-Equipment Requirement to New Chip Capacity, Sources Say

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

Reports: Samsung Doubles DDR5 Contract Prices as RAM Shortage Deepens

Leaked SK Hynix Slides Warn of DRAM Shortage Through 2028 as Apple Suppliers Plan 2026 Price Hike

GlobalFoundries and LEAG Launch Pilot to Retrain Coal Workers for Chip Jobs

Memory Shortage Seen Lasting to Late 2027 as AI Demand Soars

SanDisk’s 2025 Rally Faces a Test of NAND Cycle Endurance

ASML Re-Rated as Top 2026 Chip Pick as BofA and JPMorgan Hike Price Targets

Micron Winds Down Crucial Consumer Brand to Redirect Memory Supply to AI