Micron and other memory makers are driving a 'supercycle' for this corner of the chip sector

Chip-equipment companies are getting unprecedented visibility into companies’ supply plans, a UBS analyst says.

Micron stock falls again even after getting memory-chip approval from Nvidia

Micron stock fell again Friday even after confirmation it has qualified to supply the latest high-bandwidth memory to Nvidia.

Scorching runs for memory chip stocks like Micron and Sandisk have sent this new ETF soaring

Sizzling runs for memory chip stocks like Micron and Sandisk have set ablaze the Roundhill Memory ETF , a new ETF designed to profit more broadly from the favorable industry dynam ...

Memory Chip Supercycle 2026: Why Micron and Sandisk Are the Hottest Bets Now

The memory industry's soaring revenue should ensure that the red-hot rally of these stocks continues.
Tech Times

Memory Chip Shortage Hits $3 Trillion Market Value: Smartphones Cost 14% More in 2026

AI memory chip stocks from Micron, SK Hynix, and Samsung crossed $1 trillion each in May 2026, creating a combined $3 ...

Samsung profit surges over eightfold to beat estimates as AI boom fuels memory chip crunch

Samsung Electronics reported an over eightfold increase in first-quarter operating profits, hitting a new record and beating analysts' estimates.

Micron and Sandisk stocks are surging again this week: 2 reasons why memory chip makers are on the rise

The AI data center building boom is making memory chip companies and their investors significantly richer this week. The AI data center building boom isn’t fueling just water shortage concerns and GPU ...
Forbes

As AI Eats Up The World’s Chips, Memory Prices Take The Hit

Forbes contributors publish independent expert analyses and insights. Tim Bajarin covers the tech industry’s impact on PC and CE markets. This voice experience is generated by AI. Learn more. This ...