Micron stock soared last month on strong demand and pricing for HBM and standard DRAM chips. The company sees more growth ahead, but investors should remember that the memory chip industry is cyclical ...

Samsung and SK Hynix inked a massive deal to supply memory and storage to OpenAI's Stargate project. The demand from Stargate could take up 40% of the entire DRAM market at peak volumes. Massive ...

Micron Technology remains a 'buy' despite recent pullback, as strong AI-driven demand and record earnings highlight a secular recovery. Micron's Q4 and full-year results delivered record revenues, ...

These reports, excerpted and edited by Barron’s, were issued recently by investment and research firms. The reports are a sampling of analysts’ thinking; they should not be considered the views or ...

Micron is benefiting from AI-powered demand for high-bandwidth memory and advanced DRAM. The company's aggressive investment in new fabs and DRAM equipment positions it for long-term growth. Micron is ...

The big picture: Micron has started shipping its 12-Hi HBM4 DRAM stacks, which it claims offer not only the fastest HBM4 solution on the market but also the most efficient. The company also announced ...

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Micron Technology is partnering with TSMC to develop its next-generation HBM4E memory, targeting a market debut in 2027. The US chipmaker confirmed the plan during its fiscal fourth-quarter earnings ...

Analysts cite various things that could be spooking investors, including the potential for weaker demand down the road and a big run-up in the stock price prior to the latest earnings report Shares of ...

The United States may not have an indigenous foundry that makes high performance XPU compute engines for AI and HPC applications, but it certainly does have a home-based maker of high performance ...

Tim Smith has 20+ years of experience in the financial services industry, both as a writer and as a trader. Micron shares were little changed in premarket trading Wednesday after the memory chip maker ...

Micron Technology Inc. faced a high bar heading into its Tuesday afternoon earnings report, with the stock up 41% over the past month alone. And with shares rising 0.4% in the extended session, it ...