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The Latest Breaking News from Micron

Micron's top brass wins the memory crisis corpo double speak award: 'We do not have line of sight as to when that supply vector will intersect the demand vector'

A lot of words for "don't expect things to get better soon."

Micron vs. SK hynix: One Stock Rules AI Memory. The Other Has More Room to Run.

Micron vs. SK hynix: One Stock Rules AI Memory. The Other Has More Room to Run.

SK hynix rules AI memory with a 58% share, but Micron just posted better margins and is closing in fast. Both feed Nvidia's chips. Here's which memory stock is the smarter buy in the HBM supercycle.

Nvidia reportedly testing lower memory configs of Rubin Ultra as memory shortage bites back — designs tested include as little as 192 GB and step back to HBM4 [Updated]

Nvidia reportedly testing lower memory configs of Rubin Ultra as memory shortage bites back — designs tested include as little as 192 GB and step back to HBM4 [Updated]

Nvidia is reportedly testing at least three Rubin Ultra configurations that pack as little as 192 GB of memory, as opposed to the 1 TB of HBM4E originally announced.

Tom’s Hardware

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Don’t Assume Micron Will Share SanDisk’s Fate. Here's Why.

Micron has been caught in the memory sell-off, but its AI-driven business makes it a different story.

Micron reportedly offers pennies on the dollar for Crucial RAM return, only offers to reimburse original MSRP despite it being only 37% of market value — chipmaker later reverses course with a better solution

Crucial memory owner recounts their experience with Micron's warranty process since the company has axed the Crucial brand.

Tom’s Hardware

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

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

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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

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

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

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

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.

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.

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Tom’s Hardware

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.

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’

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

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

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The Guardian - UK

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

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.

‘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.

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