Nvidia Corp. supplier Micron Technology Inc. said an ongoing memory chip shortage has accelerated over the past quarter and ...

MU outpaces NVDA as AI demand surges, with faster EPS growth, sold-out HBM supply and a far lower valuation premium.

Micron confirms the AI infrastructure boom has triggered an "unprecedented" shortage of memory chips, as production capacity ...

Micron Technology has surged over 200% in 12 months, driven by explosive AI-fueled memory demand. Click here to read my ...

Micron Technology (MU), a key supplier to Nvidia (NVDA), said the global memory-chip shortage has intensified over the past ...

Micron surged past Nvidia last year as AI-driven HBM chip demand lifted revenue and profits. Can it keep the edge in 2026 as ...

As it pertains to AI, Kindig's analysis has been largely been accurate among the hyperscalers. Said differently, when many on ...

AMD, which currently has a market cap around $380 billion, expects to release its MI450 AI accelerator later this year.

Nvidia has been the biggest beneficiary of the artificial intelligence revolution so far, but another chip stock may be about ...

When Nvidia CEO Jensen Huang confirmed at CES 2026 that its next-generation AI processor, Vera Rubin, had entered full production, the message to the memory industry was immediate. The move ...

Global smartphone shipments may decline 2.1 per cent next year as a shortage of memory chips drives up costs and squeezes ...

Fair, reasonable conversations could be had about AI growth. That’s not what the public’s being asked to participate in.