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The Latest Breaking News from Micron

Are Memory Stocks Old News? Why Morgan Stanley Just Snubbed Micron.

Citing "exceptional" conditions unlikely to be sustained, the memory giant lost the top spot to Nvidia.

Micron sampling first 256GB SOCAMM2 memory packages to customers — 2TB of RAM per CPU is now in reach of datacenter players

Micron sampling first 256GB SOCAMM2 memory packages to customers — 2TB of RAM per CPU is now in reach of datacenter players

Micron is now sampling 256GB SOCAMM2 units, enabling capacities of up to 2TB of LPDDR5X per CPU in AI servers.

Tom’s Hardware

Micron Technology Short-Put Plays Have Huge Yields - Attractive to Value Investors

Micron Technology Short-Put Plays Have Huge Yields - Attractive to Value Investors

Shorting cash-secured put options on Micron Technology (MU) can yield huge returns. A 2-month away put option yields 9.6% for a strike price 9% lower. And a one-month expiry put that is 9% lower has a 5.8% yield.

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Micron wants your next GPU to have 96GB of VRAM in it, but I don't really know who it's expecting will make it for you

In a new blog post, Micron has revealed its image for the future, where GPUs use 96GB of its own VRAM - a tone-deaf take in a post-Crucial world.

Jensen Huang Says Markets Miscalculated AI Threat to Software Firms After Nvidia Posts Q4 Beat

Nvidia CEO Jensen Huang said yesterday that the markets got it wrong about the AI threat to the enterprise software industry.

International Business Times UK

How Is Micron Technology's Stock Performance Compared to Other Semiconductor Stocks

Micron Technology has outperformed other semiconductor stocks over the past year, and analysts remain highly optimistic about the stock’s growth potential.

'Modern games are pushing GPU architectures harder than ever': Micron reveals faster new video RAM that could power Nvidia RTX 6000 GPUs

'Rising size of game assets and AI models has outpaced GPU memory capacity, until now': Micron reveals faster new video RAM.

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Micron joins the 3GB GDDR7 party, introduces 36 Gbps modules for GPUs — lags behind speeds of Samsung and SK Hynix

Micron joins the 3GB GDDR7 party, introduces 36 Gbps modules for GPUs — lags behind speeds of Samsung and SK Hynix

Micron officially introduces its own 3GB GDDR7 memory module, with an official bandwidth rating of 36 Gbps.

Tom’s Hardware

The company that stopped making memory for gamers just explained how important memory is for gamers. Yeah, really

The company that stopped making memory for gamers just explained how important memory is for gamers. Yeah, really

You want 96 GB of VRAM, apparently...

Michael Burry Reveals 'Sinister' Accounting Tricks of Mag 7 Firms to Inflate Earnings by Over 20%

Michael Burry has claimed that major US tech firms are using accounting tricks to conceal AI infrastructure costs and are 'understating depreciation' to protect their bottom lines.

International Business Times UK

Micron Stock Trades Near Record High — Cash Out or Hold On?

Micron Stock Trades Near Record High — Cash Out or Hold On?

Micron is benefiting from an AI-driven demand. However, the surge in Micron’s stock price has pushed it well above the analysts’ consensus price target.

These 5 Stocks Are at the Center of the AI Supply Squeeze

These 5 Stocks Are at the Center of the AI Supply Squeeze

AI adoption is accelerating globally, but infrastructure buildout is lagging, creating bottlenecks across memory, chips, data centers, and power.

Samsung is prepping PCIe 6.0 SSDs already but don't expect to get your hands on them without screw-you AI datacentre money

Samsung is prepping PCIe 6.0 SSDs already but don't expect to get your hands on them without screw-you AI datacentre money

256 TB—yes, terabytes—with double that planned for next year.

RAM prices keep going up — what is RAMageddon, and why is it getting worse?

RAM prices keep going up — what is RAMageddon, and why is it getting worse?

The RAM pricing crisis continues to get worse. Here's everything you need to know about what's happening, why it's happening, and how you will be affected.

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The RAM crisis is out of control: Here's the most alarming tech products affected (so far)

The RAM crisis affects far more than PCs, with everything from Valve's Steam Deck to Sony's PS6 on the line. Here's the gaming gear that might be impacted the most.

Is Apple set to turn to China for its next memory partner? Mac maker reportedly searching for new partners as negotiations get tricky

Apple explores partnerships with Chinese memory manufacturers YMTC and CXMT to diversify DRAM and NAND supply amid price volatility.

Micron Stock: With Valuation Still Attractive, MU Could Reach $500 by 2026

The strong underlying demand and pricing suggest that the rally in Micron's stock will sustain in 2026 and beyond.

Effort to Fast-Track Semiconductor Manufacturing Faces Community Pushback

Lawsuit over Micron’s massive Syracuse project raises concerns about toxic risks and alleges a rushed environmental review.

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RAM shortages explained: Why the world's supply of computing memory is so expensive right now

What's going on with RAM shortages, price inflation, and AI? I'm here to walk you through what you need to know.

Why 1 Analyst Just Raised His Micron Stock Price Target by 30%

Morgan Stanley raised its price target to $450 on Micron, citing raised estimates for earnings in 2026.

Relief that the worst is over or just the calm before the hurricane continues? Some reports suggest that DRAM prices have plateaued or even fallen

It's not over until it's actually over.

Micron’s Run Isn’t Over—3 Signals Point to More Upside

Micron is positioned to rocket higher upon its next catalyst, potentially rising another 100% by year's end as AI demand drives business.

PlayStation 6 reportedly being pushed to 2028 or 2029

The first Sony generation to last a decade may be upon us.

This is the first PCIe 6.0 SSD you can actually buy and by 'you' I mean hyperscalers — Micron 9650 can reach 28GBps read speeds and will only be used for AI inference

Micron has launched the 9650, the first PCIe 6.0 SSD built for hyperscale AI inference workloads and high-bandwidth data center storage.

Bloomberg claims 'rampant AI demand for memory' is forcing Sony to consider pushing back the launch of its next-gen PlayStation as far back as 2029

A plague on all our computing houses.

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