We are witnessing an extraordinary transfer of cash from the providers of AI—and, perhaps one day, AI users—to memory-chip ...

In the first half of 2026, roughly seven out of every ten advanced memory chips rolling off production lines at Samsung, SK Hynix, and Micron are headed to the same destination: AI data centers. That ...

President Donald Trump’s ambiguous plans for 100% tariffs on computer chips that aren’t made in the U.S. are stoking ...

Chip-equipment companies are getting unprecedented visibility into companies' supply plans, a UBS analyst says Micron and other memory-chip makers are adding capacity, which should drive revenue for ...

Yesterday, two of the largest memory makers, Micron Technology and Sandisk, saw their stock prices soar more than 11% in a single trading session. And those gains are small potatoes compared to their ...

Markets have been on edge about the AI investment boom, but earnings from the biggest U.S. memory chip maker, Micron, signal no end in sight to demand for the microchips at the heart of it all.

IBM's latest chip packs in twice as many transistors as the current state-of-the-art chip by adding a second layer of silicon ...