BNP Paribas expects this tight DRAM and NAND backdrop to keep lifting earnings at Seagate, SanDisk, Western Digital, and ...

Materials suppliers Entegris and Qnity aren’t household names, but they benefit from both the AI frenzy and a broader chip-sector recovery.

CNBC's Jim Cramer on Tuesday said avoid buying Micron, Western Digital, Seagate and Sandisk after their huge runs. Instead, ...

Jefferies analysts are big backers of the stock, with a "buy" rating and a $500 price target. "Sticking with AI into 2026 as ...

Shares of the memory specialist have already shot up nearly 28% in 2026. It won't be surprising to see Micron stock heading ...

Jim Cramer, the host of Mad Money, said on Tuesday that, given the tight memory market, investors should focus on ...

While the stock market has spent the last two years obsessed with logic chips and GPUs, a significant shift is occurring in ...

The boom in AI data center building has caused a shortage of memory chips which are also crucial for electronics like ...

SEOUL (Reuters) -The global rush by chipmakers to produce AI chips is tightening supply of less glamorous chips used in smartphones, computers and servers, spurring panic buying by some customers and ...

As AI companies snap up memory chips, smartphone and PC makers face higher costs and tighter supply. IDC projected a 2026 contraction of the global smartphone market of up to 5.2%, and up to a 8.9% ...

The world has a memory problem, thanks to artificial intelligence. The explosion in AI-related cloud computing and data centers has led to so much demand for certain types of memory chips that now ...

Samsung Electronics (OTCPK:SSNLF) increased the prices of certain memory chips, now in short supply due to the growing demand to build AI data centers, by up to 60% this month compared to September, ...