Micron

  • What Micron’s record earnings really show is a looming price crisis

  • Nvidia’s shift to smartphone-style memory set to increase server-memory price by 2026

  • China’s SMIC predicts lean 2026 for auto and consumer electronics producers

  • TSMC fab in Taiwan expands 3 nm output to 160K wafers/month to meet Nvidia needs

  • New York clears 345kV power line to fuel Micron’s $100B chip megafab

  • ASML set to benefit from AI data center surge ahead of Q3 report

  • Trump administration cancels $7.4B chip ‘slush fund’ leaving industry in chaos

  • Micron stock surges by 3% after Q4 earnings and revenue top forecasts

  • Samsung shares surge as Nvidia approves its advanced AI memory chips

  • Tesla and Micron are rallying into overbought zones with S&P at all-time high

  • Micron hikes Q4 outlook on AI chip surge

  • Samsung earnings slump 56% amid struggles to catch SK Hynix in AI chip race

  • Trump’s bill raises chipmaker tax credits to 35% to boost U.S. fabs

  • U.S.’ largest memory chips maker Micron raises Q4 forecast to $11B on AI demand

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  • HSBC private bank flips to overweight US stocks on AI surge

  • Taiwan warns that spending cuts will affect AI growth