My bearish view on Micron has been ill-timed, as the stock has rallied hard since, prompting me to revisit my views. Explore ...

Micron's data center revenue should grow 91% and 38% in FY2025 and FY2026, driven by cloud server DRAM and HBM. Read why I ...

Micron is expanding its investment in Taiwan, with plans to exceed NT$1.1 trillion (US$33.6 billion) by the end of 2024. According to Donghui Lu, head of Micron Taiwan, the company will increase ...

According to Morgan Stanley, a group of four tech giants (Microsoft, Amazon, Alphabet, and Meta Platforms) could spend a ...

Micron Technology, long the third-largest player in the global memory semiconductor market behind South Korea’s Samsung ...

Micron has already demonstrated traction in the market with its HBM3E technology. "We are proud to share that Micron's HBM3E 8H is designed into Nvidia’s Blackwell B200 and GB200 platforms ...

However, SK's shares dropped by as much as 4.7 percent after chief financial officer Kim Woo-hyun warned of weaker demand ...

Today, Micron Technology has started constructing its multi-billion-dollar packaging facility for high-bandwidth memory (HBM) in Singapore. The company will invest $7 billion in the plant, as it ...

The company’s Q4 revenue increased by 12%, and its operating profit rose by 15%, making for its best quarter ever, SK Hynix ...

The accelerating adoption of AI has left little upside for many stocks in the space -- but others are poised to surge.