Smartphones are getting more AI features, not fewer, but rising memory prices may force manufacturers to ship phones with ...

FMS connects top technologists, product leaders, analysts, investors, and enterprise end users across the global ecosystem. Marking its 20th anniversary, FMS26 will deliver an expanded program ...

Samsung Electronics enters an AI-driven memory super cycle, securing key deals and supply advantages. Click here to read my ...

"Outsized demand for AI/Data Center is driving a super cycle in memory with demand exceeding supply as F1Q DRAM/NAND pricing ...

RAM is getting expensive in 2026 due to AI-driven shortages. Here's how much memory your phone really needs and why 12GB is the new sweet spot.

SanDisk stock jumped nearly 9% as Micron’s blowout earnings, rising NAND prices and bullish analyst targets fueled the rally.

Along the way, workers collaborate across teams to build out and refine the most exciting ideas. “In our industry, one idea ...

Micron's profits, in turn, are skyrocketing. Adjusted net income leaped 169% to $5.5 billion, or $4.78 per share. That ...

Micron expects growth to soar higher in the coming months as AI developers scramble for a tight supply of memory-storage ...

The rise of generative AI has ushered in a wave of unprecedented revenue and profit growth for chip designers. Shares of Nvidia and AMD have skyrocketed by nearly 900% and 200%, respectively, ...

Explore Micron Q1 2026 earnings as AI demand drives record revenue, massive margin expansion, and a bullish fiscal outlook.