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DRAM AND NAND SYSTEMS
Chris Wood’s big warning: The specific risk that will finally trigger the end of AI tradeJefferies strategist Chris Wood believes the AI boom will end not because of a chip glut, but when investors realise hyperscalers cannot ge...- Global Market Today: Asian stocks jump with US futures on Micron outlookAsian markets surged, mirroring US futures, as Micron Technology's stellar sales forecast reignited AI trade confidence. The chipmaker's sh...
- Who is Gurtej Sandhu, the IIT Delhi engineer who beat Thomas Edison in US patent count, sparks brain drain debate onlineGurtej Sandhu, an IIT Delhi alumnus, is now the seventh most prolific inventor in US history. He has amassed over 1,300 patents, surpassing...
- Micron urges Indian firms to plan ahead as AI memory crunch set to deepen through 2028A top Micron executive warns the global semiconductor memory shortage, fueled by the AI boom, is severe and could extend beyond 2028. India...
- 18 days. That's all it takes for a Samsung strike to crash the global AI chip market, and the whole world is holding its breathSamsung strike to crash the global AI chip market: The Samsung strike threatens global AI chip supply chains as 45,000 workers plan an 18-d...
- Micron stock price surges toward $800 and Deutsche Bank says $1,000 is next — Is MU stock rally about to crack or keep climbing?Micron stock surged 6% to $790 on May 11, hitting a 52-week high of $818. Deutsche Bank raised its price target to $1,000. DRAM revenue exp...
- Micron stock jumps 14% to all-time high of $742.15, skyrocketing 690% in one year: Is AI demand transforming MU stock into the heart of the semiconductor revolution?Micron stock price shocked Wall Street after surged 14% and touched $738.12 in one of the biggest semiconductor rallies of 2026. The jump i...
- Micron stock soars as AI memory demand drives massive growth and record highsMicron stock is rising fast due to strong AI demand for memory chips. Companies need more DRAM, NAND, and HBM for AI systems and data cente...
- Sandisk has thumping quarter on AI boom, secures long-term contracts and unveils big buybackSandisk has reported a significant surge in revenue and profit. The company has secured long-term contracts worth at least $42 billion. Thi...
- Nvidia B200 GPU prices fall 10% in IndiaAI tenderNvidia's B200 GPU prices have seen a 10% drop in IndiaAI Mission tenders due to aggressive bidding by compute service providers. While this...
- AMD CEO to meet Samsung chief in South Korea amid race for AI memory chips, paper saysSu is set to visit South Korea on March 18 and plans to meet key partners such as Lee and Naver's CEO Choi Soo-yeon, the paper said on Wedn...
- PC prices could surge 8% in 2026 as the global memory shortage triggers a deeper market slump – what to know before buyingPC prices 2026: A global memory shortage is now affecting the PC market. Experts predict PC sales could fall significantly in 2026. Prices ...
- SK Hynix looks for local partner to set up memory assembly unit in IndiaThe South Korean high bandwidth memory major is likely in early talks with Noida-based ASP Sealing and a cluster of state governments to se...
- Micron forecasts upbeat quarterly revenue on strong AI memory chip demandAI demand has significantly boosted the need for Micron's HBM chips, a type of dynamic random access memory or DRAM standard essential for ...
- Samsung to extend production cuts after $7 billion chip loss in H1Samsung Electronics on Thursday said the worst is over for the global memory chip market but announced plans to extend production cuts beca...
- South Korea vows support for its semiconductor sector amid China-US tensionsPresident Yoon Suk Yeol met with about 60 industry leaders, lawmakers and ministers to discuss how to maintain South Korea's lead in memory...
- View: Nvidia isn't the only one getting a massive AI boostAmong those companies dwarfed by the $200 billion jump in Nvidia’s value are two of the most-important enablers of the AI revolution. Betwe...
- There’s a glut brewing in a $161 billion slice of the chip sectorPrices of DRAM, the most ubiquitous of chips, will likely fall 15% in 2022 after buyers stocked their shelves this year to cope with global...
- India aims to surpass China in mobile manufacturing: Ravi Shankar PrasadIndia is now aiming to surpass China in the field of mobile manufacturing with the production-linked incentive (PLI) scheme attracting glob...
- Ravi Shankar Prasad meets Micron CEO, company to set up Centre of Excellence in India“Held a very meaningful discussion with CEO of Micron Technology Sanjay Mehrotra on further development of design, research and manufacturi...
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