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Micron Rallies Ahead of Wednesday Earnings as It Plans Second Taiwan Memory Fab

Wall Street wants clarity on how long AI-driven memory shortages will support elevated prices before fresh capacity comes online from 2027.

AI Boom Reshapes Memory Market, Ending Boom-Bust Cycle

San Antonio Launches Economic Security Advisory Group to Grow AI, Biotech, Quantum and Space Manufacturing

Analysis Finds Nvidia’s Arm-Based GB10 Cores Match AMD and Intel Desktop Performance

Micron Extends Run as Morgan Stanley Lifts Target on AI-Driven Memory Tightness

Cloud Giants Lock Up 2026 Hard‑Drive Supply as Western Digital and Seagate Sell Out

Qualcomm Outlook Cuts Send Shares Lower as Memory Shortage Squeezes Smartphone Supply

Teradyne Stock Jumps on AI-Fueled Q4 Beat and Big Q1 Guidance

NAND Price Spike Puts Samsung and SK Hynix on Track for Decade-High Margins

India Plans February Launch of Indigenous AI Models as Summit Spurs $70 Billion Push

2026 Smartphone SoC Shipments Seen Down 7% as Premium AI Phones Lift Revenue

Zotac Warns GPU Makers’ Survival at Risk as Memory Shortage Deepens

Delhi Accelerates Upgrades as India-AI Summit Confirms Expo Scale, High-Profile Guests

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

India AI Impact Summit Tightens Logistics as Public Exhibition Moves to Bharat Mandapam

Micron’s HBM Edge Drives Bull Case as Stock Soars and Valuation Stays Low

Peru’s UNI Launches AI Engineering Degree With 30 Seats in February Admissions

Hesai Named Nvidia Hyperion Lidar Partner as It Ramps 2026 Output

Biren Technology Sets HK H-Share IPO Price Range, Targets Jan. 2 Debut

Global Investors Pivot to Chinese AI as Shanghai Debuts Rocket and Wall Street Froth Fears Rise