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Latest News In AI Chips - AMD Pioneers AI Innovation with 2nm EPYC Processors
Simply Wall St.88d agoneutral
Latest News In AI Chips - AMD Pioneers AI Innovation with 2nm EPYC Processors

Advanced Micro Devices, Inc. (AMD) has initiated a significant production ramp of its 6th Generation EPYC processors, codenamed "Venice," utilizing TSMC’s cutting-edge 2nm process technology. This development is marked as a critical milestone, signifying the first high-performance computing product to enter production using this advanced technology. The collaboration between AMD and TSMC is set to bolster the next generation of AI infrastructure, as the demand for accelerated AI workloads...

Lam Research focused on adding AI to chipmaking tools as it eyes US expansion, CEO says
Reuters89d agoneutral
Lam Research focused on adding AI to chipmaking tools as it eyes US expansion, CEO says

Lam Research is focused on adding sensing and AI capabilities to its semiconductor manufacturing tools to make them more productive ‌as it plans expanded operations in Arizona and California, its chief executive told Reuters ‌on Thursday. Shares of Lam, which supplies chipmakers such as Micron Technology and Taiwan Semiconductor Manufacturing Co, have risen more than ​75% this year as huge demand for AI chips has spurred customers to buy more tools. Lam CEO Tim Archer said in an interview that the company's strategic focus over the next two years would be to equip those tools with more sensors that generate data that can be analyzed ‌by AI systems to spot problems ⁠and inefficiencies early.

Seagate stock price falls after CEO's rattling warning
TheStreet89d agobearish
Seagate stock price falls after CEO's rattling warning

A throwaway line from a CEO rarely moves an entire sector in a single afternoon. Dave Mosley managed it on Monday. Speaking at the JPMorgan Global Technology, Media and Communications Conference, as reported by Benzinga, the Seagate Technology (STX) chief was asked a simple question: would the ...

AMD makes a major $10 billion push in crucial tech hub
TheStreet89d agoneutral
AMD makes a major $10 billion push in crucial tech hub

Advanced Micro Devices (AMD) stock closed the May 20 trading session 8.1% up at $447.58, according to Yahoo Finance. It is currently trading 0.8% down at $444.0, according to Yahoo Finance at the time of writing, Thursday morning, May 21. ARM closed 15.05% higher at $256.73.Intel closed 7.36% ...

SanDisk Soars 9%, Western Digital Rallies 5%, Micron Rises 3% as Memory Trade Reawakens
24/7 Wall St.89d agobullish
SanDisk Soars 9%, Western Digital Rallies 5%, Micron Rises 3% as Memory Trade Reawakens

Memory stocks are bouncing hard at midday on Thursday after a punishing week for the sector. SanDisk (NASDAQ:SNDK) shares are up 9%, Western Digital (NASDAQ:WDC) stock is higher by 5%, and Micron Technology (NASDAQ:MU) shares are advancing 3%. The rebound follows a brutal five sessions in which each of the three was down between 4% ... SanDisk Soars 9%, Western Digital Rallies 5%, Micron Rises 3% as Memory Trade Reawakens

Mizuho just rerated these 3 AI winners
TheStreet89d agoneutral
Mizuho just rerated these 3 AI winners

Mizuho analyst Vijay Rakesh upgraded his price targets on Micron Technology (MU), STMicroelectronics (STMPA), and Texas Instruments (TXN) this week, arguing that AI data center demand is creating durable tailwinds for both analog chips and memory in ways the market hasn't fully priced in yet. He ...

Micron Technologies Will Be a $1 Trillion Company By This Date
24/7 Wall St.89d agoneutral
Micron Technologies Will Be a $1 Trillion Company By This Date

Micron Technology (NASDAQ:MU) is rewriting its identity. The stock is up 156.59% year to date and 647.98% over the past 12 months, powered by an AI memory cycle that CEO Sanjay Mehrotra calls structural. He told investors, “AI has not just increased demand for memory; it has fundamentally recast memory as a defining strategic asset ... Micron Technologies Will Be a $1 Trillion Company By This Date

Jim Cramer on Sandisk: “Gotta Let It Come Down More”
Insider Monkey89d agoneutral
Jim Cramer on Sandisk: “Gotta Let It Come Down More”

Sandisk Corporation (NASDAQ:SNDK) was among the stocks Jim Cramer discussed while explaining how investors can navigate the current market rotation. Cramer highlighted the stock’s run over the last year, as he remarked: Sandisk, that stock’s up more than 3,000% over the past 12 months. Even up here, it only trades at just 20 times this […]

Jim Cramer Says “I’ve Been Waiting for Micron to Come Down”
Insider Monkey89d agoneutral
Jim Cramer Says “I’ve Been Waiting for Micron to Come Down”

Micron Technology, Inc. (NASDAQ:MU) was among the stocks Jim Cramer discussed while explaining how investors can navigate the current market rotation. Cramer explained how to buy the stock, as he remarked: The fairly similar Micron sells for less than 12 times earnings, and it seems compelling, down 6% today. I’ve been waiting for Micron to […]

Jim Cramer on Western Digital: “That Seems Too Rich to Me”
Insider Monkey89d agoneutral
Jim Cramer on Western Digital: “That Seems Too Rich to Me”

Western Digital Corporation (NASDAQ:WDC) was among the stocks Jim Cramer discussed while explaining how investors can navigate the current market rotation. Cramer mentioned the stock during the episode and said: Western Digital’s down nearly 5%. It’s a memory stock that trades at 46 times earnings. That seems too rich to me. Western Digital Corporation (NASDAQ:WDC) […]

Forget SpaceX and OpenAI IPOs. This Is the Hot New Listing to Watch.
Barrons.com89d agoneutral
Forget SpaceX and OpenAI IPOs. This Is the Hot New Listing to Watch.

For all the hype over those two IPOs, South Korea’s SK Hynix could be the hottest new AI story for American investors in the coming weeks. The memory-chip maker has already filed an application to list American depositary receipts with the Securities and Exchange Commission. The size and pricing of the listing haven’t been decided, but SK Hynix could raise up to $10 billion according to local Korean media reports.

Micron and SK Hynix Stocks Rise. The Memory-Chip Boom Is Back.
Barrons.com89d agobullish
Micron and SK Hynix Stocks Rise. The Memory-Chip Boom Is Back.

Micron Technology stock was rising on Thursday, signaling to investors that the memory-chip trade is back on as rival Samsung Electronics agreed a last-minute deal to avert a strike. Micron climbed 1.5% to $743 ahead of the opening bell. Futures tracking the were flat as investors tried to make sense of Nvidia first-quarter earnings.

Is Micron (MU) Quietly Redefining Its AI Data Center Edge With Ultra‑Dense DDR5 Memory?
Simply Wall St.90d agoneutral
Is Micron (MU) Quietly Redefining Its AI Data Center Edge With Ultra‑Dense DDR5 Memory?

On May 12, 2026, Micron Technology, Inc. said it had begun sampling 256GB DDR5 RDIMM server modules using its 1-gamma DRAM, which support speeds up to 9,200 MT/s and more than 40% lower operating power versus pairing two 128GB modules. By combining 3D-stacked dies, through-silicon vias and high-density capacity in a single DIMM, Micron is directly targeting AI data centers’ need to boost memory per socket without breaching tight power and thermal limits. We’ll now examine how Micron’s...