Goldman Sachs just flipped constructive on memory chips, sending SK Hynix, Micron, and SanDisk higher even as the broader market stumbles, but a major NAND supplier's warning about prices complicates the story.
AI data centers are pulling memory capacity away from smartphones, and the winners and losers splitting across the semiconductor complex reveal a supply war that could reshape device prices for years to…
AI's insatiable appetite for memory has crowned two companies as gatekeepers of the entire compute stack, but a retirement portfolio and a growth portfolio should not own the same one.
South Korea just promised free, unlimited AI to 51 million citizens, and the chipmakers supplying the hardware are already booking it as a win. But the gap between that promise and the…
A broad memory bid swept through storage stocks Friday afternoon while the rest of the market softened, and the divergence between one sector ETF and the S&P 500 tells a story that…
Jensen Huang calls NVIDIA's $3.5 billion MediaTek investment anything but circular, but the ten-year horizon buried in his explanation points to a competitive pressure he is not saying out loud.
Microsoft, Nvidia, and Google are quietly signing deals that stretch nearly a decade into the future, and the reason why tells you everything about where the AI memory market is actually headed.
AI has transformed memory from a boom-and-bust commodity into critical infrastructure, sending forecasts to levels that would have seemed absurd a few years ago. But a ghost from 2018 is lurking in…
NVIDIA just disclosed a memory commitment that nearly tripled in a single quarter, yet the stocks of its named suppliers are falling hard on Thursday. One name in the group is bucking…
SK Hynix just published a technology roadmap that redraws where optics belong inside an AI system, and one company supplies nearly every component required to build it.
A union vote failed by just 25 ballots at the world's dominant HBM supplier, and the reason workers walked away reveals a concentration risk that every investor in the AI memory trade…
Omor Ibne Ehsan Weekend reports that Washington may let Apple source memory chips from Chinese suppliers sent shockwaves through the sector, but at least one analyst says the market is badly misreading what Chinese suppliers…
While the rest of the tech sector bleeds red Thursday, memory stocks are defying gravity, and the catalyst powering the biggest winner has nothing to do with AI chips.
SK Hynix followed the same post-IPO crash pattern as SpaceX and Cerebras, but what happened to its fundamentals during that stumble sets it apart from every other stock in the trillion-dollar club.
Rich Duprey SK Hynix just approved the largest treasury share cancellation in South Korean stock market history, and the move is pulling the entire memory sector off its lows. The real question is whether…
