Nvidia’s Rubin AI drives higher demand for storage and memory. Expect continued shortages and higher prices in 2026. Jensen ...
Micron Technology has a bullish outlook as HBM3E and HBM4 power AI, FY2026 revenue near $74B, and $20B capex supply risk.
Memory and data storage stocks tumbled on Thursday after the group saw investors rush into the names over the past six months ...
Hard-drive and storage stocks surged after Nvidia CEO Jensen Huang highlighted data storage as a key AI bottleneck at CES.
Memory cards and SSDs are devices we rely on and expect to function flawlessly. At CES, Lexar will be launching new memory ...
Soaring memory prices are good news for SanDisk, Seagate Technology and Western Digital but not so cheerful for hardware ...
Western Digital stock jumped 17% after Nvidia CEO introduced context memory storage at CES, lifting the entire storage sector ...
With AI companies booking memory supply until at least 2027, smartphone and PC makers are warning that prices could rise by ...
Compute Express Link (CXL), the technology for connecting memory, was among the themes at last week’s Future of Memory and Storage summit in Santa Clara. CXL is an open standard for high-speed, ...
NAND flash technology is on a roll with advancements in cell structure and the subsequent boost in storage density. That allows this non-volatile-memory (NVM) chip to deliver faster throughput and ...
Micron Technology, Inc. (NASDAQ:MU) operates in a corner of the tech market that rarely gets the spotlight. AI discussions ...
Both the ratings came after Micron Technology, Inc. (NASDAQ:MU) reported its fiscal Q1 2026 results on December 17 that ...
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