Micron stock has surged on excitement around high-bandwidth memory chips but it doesn't have the market to itself.

Samsung is reportedly nearing Nvidia's approval for its new HBM4 AI memory chips, a crucial step to challenge rival SK Hynix.

Samsung begins HBM4 chip production for Nvidia in February 2026. Micron sold out through 2026. Tight supply benefits all ...

Microsoft’s new Maia 200 inference accelerator chip enters this overheated market with a new chip that aims to cut the price ...

The memory shortage could last into 2027, but this stock is priced like it won't.

AI companies’ need for a once obscure and affordable type of microchip threatens to drive up prices of all electronics—and ...

Samsung is set to begin HBM4 production as early as next month to supply Nvidia and challenge SK Hynix's dominance in AI memory, as demand ramps up ahead of Nvidia's next-generation Vera Rubin chip ...

The trillion-dollar club features three artificial intelligence (AI) chip stocks, and another could soon join the ranks.

Micron hits record AI-driven revenue, but peak-cycle pricing, rich valuation, and $20B FY2026 CapEx raise oversupply risk.

As AI demand drives prices up, CXMT is overcoming Washington’s curbs to take on Micron and South Korean leaders.

Samsung Electronics Co. is getting close to securing certification from Nvidia Corp. for the latest version of its AI memory chip, called HBM4, making progress in narrowing the gap with rival SK Hynix ...

Dresden-based startup FMC raises another 100 million euros, expands its management team, and plans its own chip factory in ...