SK Hynix declined a $374 million advance from an AI accelerator firm, opting instead to supply $749 million worth of HBM to ...

Despite strong AI demand, Micron's financial pressures and Nvidia's delays create uncertainty. Click here to read an analysis ...

Real-time index price for Dow Jones Industrials Average (DOWI), along with buy or sell indicators, analysis, charts, historical performance, news and more ...

Samsung Electronics (Samsung) is not only lagging in the HBM area, but its large lead in universal DRAM also shows signs of ...

BNP Paribas analyst Karl Ackerman delivered a sharp double downgrade, shifting his rating on MU from Outperform (i.e. Buy) to ...

Micron Technology ( MU -1.61%) stock fell 3.9% through 10:30 a.m. ET Monday morning after investment bank Morgan Stanley dramatically slashed its price target on the computer memory maker. Up until ...

The company has emerged as a top AI play because of the strength of the DRAM and HBM businesses. DRAM represents around 25% of total semiconductor systems revenue. In the third fiscal quarter of ...

The battle for token speed is intensifying as SambaNova, Cerebras, and Groq push the limits of inference performance.

Micron stock is falling in conjunction with the release of two price-target cuts from analysts. The company's share price is now down roughly 43% from the high that it reached earlier this year.

DRAM’s HBM components are the heart of the bull thesis for Micron. The company’s product is sold out for 2025. Samsung Electronics possibly passing the Nvidia’s test is a risk that is now ...

And even if semiconductor stocks shift production away from DRAM to produce more HBM chips, this won't curtail ordinary DRAM production sufficiently to fix the oversupply problem there -- so ...