Chinese memory maker reportedly preparing for $42 billion IPO — CXMT plans to go public in early 2026 CXMT is reportedly planning to go public, hoping to raise $2.5 to $6 billion in fresh funds. Tom’s Hardware · Oct 21, 2025
Nvidia and TSMC produce the first Blackwell wafer made in the U.S. — chips still need to be shipped back to Taiwan to complete the final product Nvidia and TSMC have produced the first Blackwell wafer at TSMC’s Arizona fab, marking a historic step in bringing advanced AI chip manufacturing to the U.S.. However, the chip still relies on Taiwan for final CoWoS-L packaging, which leaves the achievement largely symbolic for now. Tom’s Hardware · Oct 18, 2025
Micron is preparing to exit China’s data center memory market completely, report claims — Beijing banned company's chips from 'critical information infrastructure' in 2023 Micron is reportedly preparing to halt sales of server memory chips to data centers in mainland China, after its business there failed to recover from a 2023 cybersecurity ban. Tom’s Hardware · Oct 17, 2025
Micron to Pull Out of China’s Server Market: What’s Next for MU Stock? With global AI investments showing no signs of slowing, Micron’s solid presence in the memory and storage solutions positions it well to deliver considerable growth. Barchart · Oct 17, 2025
US Chip Stocks Tumble As Trade Tensions With China Heat Up Semiconductor equities faced sharp selling pressure on Friday, with shares of Nvidia Corporation (NASDAQ:NVDA), Broadcom Inc. (NASDAQ:AVGO), Marvell Technology, Inc. (NASDAQ:MRVL), Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM), Intel Corporation (NASDAQ:INTC), Arm Holdings plc (NASDAQ:ARM), and Micron Technology, Inc. (NASDAQ:MU) all trading lower amid intensifying geopolitical friction between Washington and Beijing. Benzinga · Oct 17, 2025
Micron Stock Falls 3.84% In Pre-Market Trading As It Reportedly Exits China's Data Center Market Following 2023 Ban Micron Technology Inc. (NASDAQ:MU) shares fell 3.84% in pre-market trading on Friday after a report emerged that the U.S. chipmaker will withdraw from China's data center market, ending a difficult chapter marked by Beijing's 2023 ban on its products in critical infrastructure. Benzinga · Oct 17, 2025
Who Benefits From AI Spending? JP Morgan's Top Picks Strong artificial intelligence (AI) and hyperscale demand are driving significant growth for semiconductor companies, with Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), and Broadcom (NASDAQ:AVGO) poised to benefit from expanding data center and AI infrastructure investments. Benzinga · Oct 16, 2025
Micron Technology To Rally Around 25%? Here Are 10 Top Analyst Forecasts For Thursday Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page. Benzinga · Oct 16, 2025
Samsung archrival showcases 245TB PCIe Gen5 SSD, joining Kioxia, Huawei and Sandisk - with Solidigm, Samsung and Micron expected to launch similar products in 2026 SK Hynix showed off its 245TB PCIe Gen5 SSD, joining other storage makers in producing ultra-dense enterprise drives aimed at AI and data centers. TechRadar · Oct 16, 2025
Micron Stock Price Prediction: Can MU Touch $270 in 2025? Micron appears to be entering one of its strongest multi-year growth phases. Barchart · Oct 15, 2025
This Micron Technology Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Tuesday Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page. Benzinga · Oct 14, 2025
Micron, Galecto And Xenetic Lead This Week's Benzinga Stock Ranking Surges While daily stock price moves tend to dominate headlines, shifts in fundamental ranking scores can often tell a deeper story about a company’s trajectory. This week, Benzinga’s proprietary Growth, Value, Quality and Momentum data revealed major swings among several popular stocks, from biotech to semiconductors. Benzinga · Oct 10, 2025
Analysts Say Micron Has ‘More Room to Run.’ Should You Buy MU Stock Here? Micron’s AI-fueled rally may not be done yet, but investors should weigh the memory boom’s upside against a potential cyclical cooldown. Barchart · Oct 8, 2025
Micron Technology Analyst Turns Positive On Potential For Double-Digit Price Hikes, Higher Earnings Micron Technology Inc (NASDAQ:MU) can potentially generate substantially higher earnings ahead, driven by multiple quarters of double-digit price hikes, according to Morgan Stanley. Benzinga · Oct 6, 2025
Tom’s Hardware · Oct 3, 2025 AI data centers are swallowing the world's memory and storage supply, setting the stage for a pricing apocalypse that could last a decade As flash demand climbs and legacy DRAM supply lags, memory prices are rising across the board. Meanwhile, nearline HDD shortages are forcing hyperscalers to accelerate the adoption of QLC SSDs for roles once gated by cost, tightening both ends of the storage market.
TechRadar · Oct 2, 2025 Micron takes the HBM lead with fastest ever HBM4 memory with a 2.8TB/s bandwidth - putting it ahead of Samsung and SK Hynix Micron announces industry leading HBM4 with 2.8TB/s bandwidth and 11Gbps pin speeds, claiming performance advantage over Samsung and SK Hynix.
Tom’s Hardware · Oct 2, 2025 Phison CEO claims NAND shortage could last a staggering 10 years — says memory 'supercycle' imminent and 'severe' 2026 shortages are at hand Phison CEO Pua Khein-Seng has claimed in an interview this week that the upcoming forecasted NAND flash shortage will last "for the next ten years", rather than the more optimistic 1 year claimed by other industry insiders. The negative implications of the AI boom continue to grow by the day.
Benzinga · Oct 2, 2025 5 Overextended Stocks To Take Profits On When markets hit new all-time highs and every asset class seems to be joining the party, it can be challenging to stick to your plan.
Benzinga · Sep 28, 2025 Apple's iPhone 17 Demand, Oracle's Co-Ceo Shuffle, Micron's Earnings Preview And More: This Week In Tech Another week has flown by, and it’s time to catch up on the latest news from the tech and stock markets. Here’s a quick recap of the major stories from the weekend.
Barchart · Sep 27, 2025 The 3 Best Growth Stocks to Buy in October Here are three exceptional growth stocks that investors should consider including in their portfolios.
PC Gamer · Sep 26, 2025 Trump administration is reportedly planning to tariff US tech firms that don't source equal numbers of imported and American chips How the US chip-making industry is supposed to ramp up to the scale required doesn't seem to be part of the plan.
MarketBeat · Sep 25, 2025 Micron’s Stock Price Rally Is Not Over: MU $190 Is Coming Soon Micron Technology's stock price is on track to reach the $190 level and may move to even loftier price points in 2026 as AI drives demand.
Benzinga · Sep 25, 2025 Micron Is 'Unstoppable'— Jim Cramer Says Buy On Dips Jim Cramer isn't holding back. On CNBC's Mad Money, he called Micron Technology Inc (NASDAQ: MU) "unstoppable" after its blockbuster fourth quarter earnings, saying the stock has more room to run and advising viewers to "buy on weakness."
Benzinga · Sep 24, 2025 Micron CEO Says 'AI Is The Driver Of Our Growth' After Record-Breaking 2025 Micron Technology, Inc. (NASDAQ:MU) analyst estimates on the top and bottom lines in the fourth quarter, and CEO Sanjay Mehrotra attributed the growth to AI-related demand.
Kiplinger · Sep 24, 2025 Stocks Fall Again as Big Tech Struggles: Stock Market Today The economic calendar was a bright spot for Wall Street Wednesday, with new home sales climbing to a three-year high.