This memory upcycle has already been longer than recent ones, but one analyst thinks it can keep going for more than a year.

We've already reported a few times on SOCAMM2 memory, so if you're not familiar, check out one or all of these stories. The last of those links goes to a story about Micron sampling 192GB SOCAMM2 ...

Micron Technology (NasdaqGS:MU) revealed a broad lineup of AI focused memory and storage products at COMPUTEX 2026. The ...

Micron shifts from cyclical memory to diversified AI infrastructure with new SSD/DDR5 launches, reducing HBM risk. Click here ...

Micron Technology stock rose as COMPUTEX 2026 updates highlighted HBM4, RDIMMs, SSDs, and edge AI memory products for ...

High-bandwidth memory has become the choke point in the AI buildout, as NVIDIA’s Blackwell accelerators rely on stacked DRAM ...

CEO Jensen Huang. Speaking in Taiwan, Huang gave a strong thumbs‑up to AI spending and said the returns are now “insanely ...

Micron Technology, Inc. (Nasdaq: MU) today announced a showcase of its full portfolio of AI-optimized memory and storage solutions during COMPUTEX 2026, empowering next-generation AI data center and ...

Use left and right arrow keys to seek audio. As if the current RAM crisis wasn't bad enough - with supply being consumed by AI needs and data centers therein - the future of cars is going to be an ...

Micron Technology has arrived at COMPUTEX 2026 with a deliberate message: the AI memory story is far bigger than a single product. Across three days in Taipei, the company is showcasing a sweeping ...

AI infrastructure demand is expanding beyond chips, and these five stocks are positioned to benefit from growth in memory, ...

In a separate line of fire, an unidentified options trader—described by market watchers as an options whale—placed four large blocks of call options with strike prices well above the current level, ...