That’s a nine-fold expansion in four years. No segment in chip history has ever scaled that fast at that size. By 2026, memory alone is projected to reach $550 million to $570 billion — roughly 55% to ...

Micron Technology remains a Buy as it is positioned in a super-upcycle driven by AI demand across data centers, mobile, and industrial markets. MU's Q1’26 revenue surged 57% YoY, with CMBU and MCBU ...

Google DeepMind CEO Demis Hassabis said that the "whole supply chain" for memory chips is constrained, which also impacts AI research.

The artificial intelligence buildout is quietly rewriting the semiconductor pecking order, shifting pricing power from headline-grabbing compute chips to the memory and storage that feed them. As ...

With AI giants devouring the market for memory chips, it's clear PC prices will skyrocket. If you're in the market for a new laptop, read this before you buy.

A supply crunch and rising prices in the memory chip market are expected to continue through 2027, according to a leading semiconductor industry executive, underscoring concerns that the AI-driven ...