Applied Materials capitalizes on AI-driven chip demand with new R&D partnerships and DRAM-based WFE innovations.

Kioxia announced its ultra-fast GP SSD series for AI workloads at the 2026 GTC.  Micron, Samsung and Phison also had their ...

Micron is reportedly developing a new memory architecture based on vertically stacked GDDR, targeting a space between traditional GDDR and high-bandwidth memory (HBM).

That's been the history of Micron Technology (NASDAQ: MU) so far. The memory chipmaker has definitely put the "cyclical" in ...

Weaver—the First Product in Credo’s OmniConnect Family—Overcomes Memory Bottlenecks in AI Inference Workloads to Boost Memory Density and Throughput SAN JOSE, Calif.--(BUSINESS WIRE)-- Credo ...

Companies to work together at Applied’s EPIC Center in Silicon Valley to accelerate development of advanced DRAM, high-bandwidth memory and NAND storage for future AI applications Joint R&D efforts to ...

Over the last year, few stocks have done better than Micron Technology (NASDAQ: MU). The leading memory-chip maker is up more than 300%, largely because it's benefiting from a generational shortage of ...

SK Hynix, Samsung Electronics Co. Ltd. (OTC: SSNLF), and global rivals, including Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) and Micron Technology Inc. (NASDAQ: MU), are accelerating ...

Micron and Sandisk are two of the best ways to play the memory supercycle.

AI semiconductors have seen explosive growth, fueled by record hyperscaler capital expenditure and a compounding buildout ...

Memory chip stocks have soared lately due to shortages related to AI. The subsector is highly cyclical. According to conventional metrics, Micron looks cheap at a forward P/E of 12. 10 stocks we like ...