The world’s two largest memory chip companies plan to invest $518 billion, or around 800 trillion won, to build four memory ...

Anthropic is reportedly discussing a possible partnership with Samsung to develop and manufacture a custom artificial intelligence chip. The talks remain ...

Has the so-called “chipwreck” soured Armina Rosenberg on the AI memory makers? Not quite, but a little diversification never ...

After dominating markets in 2026, AI-tied memory and semiconductor stocks are losing momentum, raising the question whether capital will shift back into bitcoin.

July 1 (Reuters) - Micron Technology and General Motors have signed a long-term supply agreement for memory and storage ...

Micron Technology and General Motors have signed a long-term strategic agreement to secure the ...

Historically, memory chip stocks like Micron and Sandisk have crashed following periods of peak demand.

By Hyunjoo Jin SEOUL, July 2 (Reuters) - SK Hynix said it would invest 100 trillion won ($64.38 billion) to build new chip ...

Memory stocks are surging as AI fuels HBM/DRAM/NAND shortages and pricing power at Micron, Samsung, SK Hynix. Click for more.

The AI memory shortage that began squeezing hyperscaler supply chains in 2025 has now entered its second calendar year, with Micron Technology guiding fiscal Q4 2026 revenue to roughly $50 billion and ...

SK Hynix will spend $51.46bn on a new NAND fab in Cheongju by 2029, part of a $64bn package as AI-driven memory demand strains supply.

South Korea’s government and top tech companies are committing $1 trillion to several flagship megaprojects that could ...