Micron hits record AI-driven revenue, but peak-cycle pricing, rich valuation, and $20B FY2026 CapEx raise oversupply risk.
Memory shortage could delay AI projects, productivity gains SK Hynix predicts memory shortage to last through late 2027 Smartphone makers warn of price rises due to soaring memory costs Dec 3 (Reuters ...
There's only so much RAM to go around, and with data centers seen as the priority, smartphone and laptop makers may have to ...
As memory stocks like Micron trade at a steep discount to the S&P 500, analysts debate whether a historic "bottleneck" in AI ...
As AI demand drives prices up, CXMT is overcoming Washington’s curbs to take on Micron and South Korean leaders.
Forget inflation. The AI DRAM (memory) chip crisis is causing "RAM shrinkflation," with smartphone prices increasing in ...
Retail investors ramped up buying of U.S. memory and data storage chipmakers in January, following 2025's strong momentum on ...
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