NLST is positioned to benefit from AI-driven memory shortages and is ramping high-margin proprietary products like Lightning DDR5, CXL NVVault, and MRDIMMs. I rate NLST a Buy at 3x EV/sales, citing ...

Micron's advanced DRAM packaging enables the 512GB DDR5 RDIMM to unlock data center performance with speeds up to 9,200 MT/s and reduced operating power by more than 60%BOISE, Idaho, Sept. 15, 2026 ...

Micron Technology (MU) has given investors two fresh data points to think about. The company named veteran semiconductor ...

TOKYO--(BUSINESS WIRE)--Kioxia Corporation, a world leader in memory solutions, today announced that the company’s research papers have been accepted for presentation at IEEE International Electron ...

Micron just released another blockbuster set of financial results.

SANTA CLARA, Calif.--(BUSINESS WIRE)--Samsung Electronics Co., Ltd., a global leader in advanced memory technology, today showcased its latest AI memory innovations at Future of Memory and Storage ...

Micron Technology, Inc. operates in the semiconductor sector, focusing on data storage and computer memory solutions. MU is well-positioned to benefit from growing demand in data-centric industries ...

Companies Preview 10th Generation 3D Flash Memory Technology Setting A New Benchmark for Performance, Power Efficiency and Bit Density Unveiled at ISSCC 2025, the new 3D flash memory innovation, ...

AMD's stock surges, with the company now worth more than JPMorgan Chase Shares of AMD were up sharply on Monday. Memory is a severe bottleneck in the artificial-intelligence buildout, and traditional ...

Micron warns memory and storage supply will remain tight through 2028 as AI demand absorbs capacity, putting pressure on PC ...

Scientists maximize the efficiency of hafnia-based ferroelectric memory devices. A research team led by Professor Jang-Sik Lee from the Department of Materials Science and Engineering and the ...

Micron Technology, Inc. announced its integration of the HBM3E 36GB 12-high memory product into AMD's upcoming Instinct™ MI350 Series solutions, emphasizing both power efficiency and performance ...