Hello, Reader. Micron Technology Inc. (MU) and elephants seem to have as little in common as, well, a semiconductor manufacturer and a several-ton land mammal. But they do share one common trait: ...

・Concerns over higher demand and a shortage of storage chips and devices are boosting the stocks of memory companies. ・SanDisk’s incredible stock rally has amazed investors, while analysts appear more ...

Samsung Electronics Co. is considering a shift toward multi-year contracts for memory chips, a much longer timeframe than is ...

Smartphone and PC makers are facing supply-chain pressures from the new kid on the block: AI companies. Memory chips are crucial for the production of consumer devices (if you've ever bought a laptop, ...

There's a new memory chip shortage and its effects are likely to reach consumers faster than expected. As you probably guessed, the chip shortage is driven by AI. New AI data centers are being built, ...

The stock prices of RAM and NAND manufacturers surged yesterday, with Micron Technology (Nasdaq: MU) up 10%, Sandisk Corporation (Nasdaq: SNDK) up 27%, Western Digital Corporation (Nasdaq: WDC) up 16% ...

The world has a memory problem, thanks to artificial intelligence. The explosion in AI-related cloud computing and data centers has led to so much demand for certain types of memory chips that now ...

Tim Cook says Apple is starting to feel the impact of a global memory chip shortage.Ludovic MARIN / AFP via Getty Images The global memory chip shortage is catching up with Apple, Tim Cook says. The ...

Tepper's Appaloosa Management made Micron one of its biggest holdings last quarter. This other way to play the memory chip boom may be more interesting for investors. Both of these investments have ...

Materials suppliers Entegris and Qnity aren't household names, but they benefit from both the AI frenzy and a broader chip-sector recovery Companies supplying materials for chip manufacturing are ...