Micron Technology is a leading global provider of advanced semiconductor solutions, specializing in memory and storage products. The company designs and manufactures dynamic random-access memory (DRAM) and NAND flash memory, which are essential components used in various electronic devices, including smartphones, computers, data centers, and automotive applications. By delivering innovative and high-performance memory solutions, Micron plays a crucial role in supporting the growing demand for data storage and processing capabilities in an increasingly digital world. Additionally, they engage in research and development to advance technology and improve product efficiency, making significant contributions to the evolution of the semiconductor industry. Read More
OpenAI alone wants to spend $1.4 trillion on AI infrastructure, which means there's a lot of money on the table for these three companies in particular.
The narrative of the artificial intelligence revolution shifted dramatically this week from the processing power of chips to the massive capacity required to store the data they generate. Seagate Technology Holdings plc (NASDAQ: STX) saw its stock price surge by a staggering 19% following a fiscal second-quarter earnings report that
SANTA CLARA, Calif. — In a financial performance that has become the definitive pulse-check for the global technology sector, Nvidia (NASDAQ: NVDA) recently delivered a record-shattering earnings report that effectively silenced skeptics of the artificial intelligence (AI) revolution—at least for now. The semiconductor giant posted a staggering $39.3 billion
In a landmark demonstration of semiconductor engineering, Intel Corporation (NASDAQ: INTC) has revealed an unprecedented AI processor test vehicle that signals the definitive end of the HBM3e era and the dawn of HBM4 dominance. This massive "system-in-package" (SiP) marks a critical technological shift, utilizing 12 high-bandwidth memory (HBM4) stacks to tackle the "memory wall"—the growing [...]
In a pivotal shift for the global semiconductor landscape, Samsung Electronics (KRX: 005930) has officially cleared final verification for its sixth-generation high-bandwidth memory, known as HBM4, for use in NVIDIA's (NASDAQ: NVDA) upcoming "Rubin" AI platform. This milestone, achieved in late January 2026, marks a dramatic resurgence for the South Korean tech giant after it [...]
A number of stocks fell in the afternoon session after uncertainty increased over when key companies can resume large-scale sales of high-end artificial-intelligence chips to China.
SanDisk stock is up over 1,000% as AI data centers drive flash memory demand. Learn what’s fueling the rally, the risks ahead, and if SNDK stock is still a buy.
As of February 2, 2026, the meteoric rise of the semiconductor sector is facing its most rigorous stress test yet. After a historic 2025 that saw valuations double for many industry leaders, the technical chart for Micron Technology, Inc. (NASDAQ:MU) has begun flashing a series of "ominous signals" that
As of early February 2026, the semiconductor industry is witnessing a radical transformation, one where the insatiable hunger of artificial intelligence for High Bandwidth Memory (HBM) has fundamentally rewritten the rules of the silicon economy. While the world’s most advanced foundries and memory makers are reporting record-breaking revenues, a darker trend has emerged: "chipflation." This [...]
Shares of memory chips maker Micron (NYSE:MU)
jumped 5.7% in the afternoon session after investor optimism grew amid an industry-wide memory supply shortage and soaring demand for its chips used in artificial intelligence (AI) applications.
