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The Latest Breaking News from Micron

Global memory shortage forces top PC makers like HP and Asus to turn to CXMT chips — but what will Samsung and Micron think?

Three of the world's biggest PC makers now have qualified Chinese DRAM

$1 billion of iPhone 18 Pro chips 'on the shelves awaiting packaging' due to DRAM shortages — memory shortages reportedly put a wrinkle in Apple's launch plans

$1 billion of iPhone 18 Pro chips 'on the shelves awaiting packaging' due to DRAM shortages — memory shortages reportedly put a wrinkle in Apple's launch plans

Apple reportedly as $1 billion worth of iPhone 18 processor wafers awaiting packaging, which hasn't been completed due to DRAM shortages.

Tom’s Hardware

China launches cybersecurity review into Palo Alto Networks products

China launches cybersecurity review into Palo Alto Networks products

China initiated a cybersecurity review of Palo Alto Networks products. The regulator cited critical information infrastructure and national security risks. This action follows increased scrutiny of foreign technology suppliers by Beijing. It also occurs amid ongoing trade and technology tensions with Washington. Palo Alto Networks has not yet responded to…

The Economic Times

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Elon Musk Just Gave Micron Stock a Big Boost. What to Know.

Micron shares rally as Elon Musk dubs memory supplies the ultimate bottleneck for AI buildouts. Options pricing suggests MU stock will rip higher in the months ahead.

Chinese memory maker CXMT mops up even more market share away from the likes of Samsung, SK hynix, and Micron, giving me hope that competition is the way out of the memory crisis

Could the big three become the big four?

EXCLUSIVE: The Memory Bottleneck Is Set To Persist Until 2028, Expert Says

The artificial intelligence boom has created a strange problem for the memory industry. While companies build more capacity — Samsung Electronics Co. Ltd. (OTC:SSNLF), SK Hynix Inc. (NASDAQ:SKHY) and Micron Technology Inc. (NASDAQ:MU) are all expanding production — the supply relief investors are waiting for may still be almost two…

Micron Sinks 31%, But Wall Street Backs MU Stock

Despite the sharp decline in Micron stock, Wall Street analysts are supportive, indicating that the correction does not signal deterioration in its underlying fundamentals.

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It won't fix the RAM crisis, but CXMT is poised to bring back mass-market DRAM production and gaming laptop brands are interested

It won't fix the RAM crisis, but CXMT is poised to bring back mass-market DRAM production and gaming laptop brands are interested

CXMT has seen massive growth by filling the mass-market hole left by the memory Big Three, and now gaming laptop brands want in.

You Hit Micron’s Bear Thesis Every Time ChatGPT Says ‘Start a New Chat.’ Burry’s MU Short Might Be Onto the Same Thing.

Michael Burry’s latest Micron short highlights a long-term bear case that hinges on AI breakthroughs reducing future memory demand.

New Micron lawsuit reignites fight over New York fab — complaint alleges 'forever chemicals' will flow into Oneida River

New Micron lawsuit reignites fight over New York fab — complaint alleges 'forever chemicals' will flow into Oneida River

Micron's New York manufacturing facility is back in the crosshairs of another environmental lawsuit, claiming its wastewater and air permits should be nullified.

Tom’s Hardware

1 Japanese Company Just Waved a Red Flag for Micron Stock. How to Play It Here.

Kioxia’s weak outlook has cast fresh doubt on the AI memory boom. Here’s how investors should approach Micron stock.

CXMT’s blockbuster IPO will test whether China’s memory makers are ready for the spotlight: ‘It does not yet mean China is broadly catching up’

CXMT’s blockbuster IPO will test whether China’s memory makers are ready for the spotlight: ‘It does not yet mean China is broadly catching up’

Experts say shortages are forcing companies to explore Chinese chip supplies, yet adoption is still likely to be selective and politically contested.

Could Seagate follow Micron? 90% of its hard drive capacity is going to enterprise, with customers scrambling to secure HDDs in 2029

Could Seagate follow Micron? 90% of its hard drive capacity is going to enterprise, with customers scrambling to secure HDDs in 2029

Seagate credits cloud data center demand for strong growth, although future enterprise HDD allocation plans remain undisclosed.

Stock market turmoil sheds stark light on the opaque AI economy

Stock market turmoil sheds stark light on the opaque AI economy

Investors scramble to make sense of a shock Chinese challenge to the dominance of western chipmakers

The Guardian - UK

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Michael Burry Just Turned His Guns on Nvidia, Micron and SOXX — ETF Investors Are Watching the Fallout

Michael Burry is doubling down on his cautious view of the artificial intelligence trade, increasing his bearish exposure to NVIDIA Corp (NASDAQ:NVDA) while expanding outright short positions in Micron Technology Inc (NASDAQ:MU) and the iShares Semiconductor ETF (NASDAQ:SOXX).

International Business Times UK

'The Market Has Voted': Michael Burry Warns Big Tech's AI Spending Is Harming Stocks While Apple Wins

How AI investment strategies are impacting major US tech firms and what a potential market correction could mean for UK pension holders, according to Michael Burry's analysis.

Tom’s Hardware

Sub-$400 Thunderbolt 5 dock roundup — Keychron and Plugable offer dual HDMI, but UGREEN takes top spot with an M.2 NVMe slot

All three Thunderbolt 5 docks offer similar performance, but one really stands out with its features.

Brutal Math of Leveraged AI Bets: Why Martin Shkreli Says Wall Street Will 'Send Micron to $5'

As a massive, over-leveraged AI hedge fund, Situational Awareness, faces forced liquidation, former hedge fund manager Martin Shkreli, also known as ‘Pharma Bro’, warns that Wall Street’s trading tactics—not just falling valuations—are driving the collapse.

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‘I‘m just stuck’: Meet the former OpenAI researcher sitting on $700K of equity that he says is overvalued

Andrew Ho worked at OpenAI for eight months but said he had to leave after realizing how tremendously overvalued the AI labs are. And he doesn’t think it’s a bubble.

International Business Times

Chipmakers Are Soaring After a Days-Long Rout. Micron, Lam And Sandisk Jump

Chip stocks are soaring on Thursday as they rebound from a days-long rout.

SanDisk Leads Memory Stock Rally — Here's What's Fueling the Bounce Back

Memory stocks are rallying Thursday, clawing back a chunk of Wednesday’s steep losses. Sandisk Corp. (NASDAQ:SNDK), Micron (NASDAQ:MU), Seagate (NASDAQ:STX), Western Digital (NASDAQ:WDC), SK Hynix Inc. (NASDAQ:SKHY) and the Roundhill Memory ETF (NASDAQ:DRAM) are all higher in early trading, reversing course after a sharp selloff a day earlier.

Why SK hynix Could Be the Best AI Chip Stock to Buy Now

SK hynix's Q2 revenue missed estimates, but analysts remain bullish on HBM demand, margin gains, and an NVIDIA deal, citing significant upside for the stock.

SK Hynix Just Had Its Best Quarter Ever: The Stock Is Down 53% From Peak

SK hynix Inc. (NASDAQ:SKHY) earned more in three months than it did in all of 2025. Its shares are on track for their worst month since 2002.

International Business Times UK

Micron Technology CEO Sold $37.2M of the Stock Days Before South Korea's KOSPI Crash

Micron Technology's stock fell sharply amid a semiconductor sell-off driven by AI spending concerns and Chinese competition, with CEO Sanjay Mehrotra selling shares before the decline.

Michael Burry Is Doubling Down His Short Bets Against Micron and Nvidia. What That Tells Us About the Future of Chip Stocks.

Michael Burry has added to his short position on Micron per a new Substack post.

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