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Micron Crushes Q2 and Hikes Outlook as AI Memory Demand Outpaces Supply

Early HBM4 production signals an aggressive capacity build as industry tightness persists.

Broadcom Moves Tomahawk 6 to Volume Shipping, Unveils 400G/Lane Optics for Next‑Gen AI Networks

Samsung Named Preferred HBM4 Supplier for AMD’s Next AI GPU as Foundry Talks Open

Tesla Sets March 21 Launch for Austin Terafab Chip Project

Qualcomm Authorizes $20 Billion Open-Ended Buyback, Lifts Dividend

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Broadcom Draws Fresh Price-Target Hikes as AI Networking Chips Enter Production

Micron Heads Into Earnings on AI Memory Boom, Sold‑Out HBM and New Taiwan Fab Plans

Bernstein Cuts Sony to Market Perform on AI-Driven Memory Price Spike as Shares Slip

Musk Sets March 21 Launch for Tesla's Terafab AI Chip Venture

AMD Shares Slip After Q4 Beat as Executives Sell $33 Million

Micron Extends Yearlong Rally as AI-Fueled Memory Shortage Triggers Fresh Price Spikes

Arista Targets $11 Billion in 2026 on AI Data-Center Surge

Analysts Push Micron Price Targets Higher Ahead of March 18 Earnings on AI Memory Tightness

Applied Materials and SK hynix Forge Long-Term R&D Pact to Accelerate Next-Gen Memory

Qatar Helium Shutdown Tightens Supply as Prices Jump, Putting Chipmakers on Alert

TSMC Posts Stronger Year-Over-Year Sales as Board Clears NT$115.6 Billion Dividend

BESI Shares Hit Record on Renewed Takeover Interest From Lam Research and Applied Materials

AMD's Lisa Su to Visit South Korea for Talks on HBM Supply With Samsung, Naver

ASML Wins Fresh Analyst Backing on Tight AI Chip Supply as 2026 Guidance Stays Measured

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