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The Latest Breaking News from Memory

Micron inks long-term supply agreements worth $100 billion — says it has no idea when RAM crisis will end

Micron has signed 16 LTAs with various customers to supply DRAM and NAND worth $100 billion.

Tom’s Hardware

Global chip stocks surge as blowout Micron results reignite AI rally

Global chip stocks surge as blowout Micron results reignite AI rally

Global chip stocks experienced a significant rally on Thursday, fueled by Micron Technology's stellar financial results and optimistic outlook. The company's strong performance and forecast for robust demand, particularly in AI-driven sectors, have boosted investor confidence. This surge has positively impacted major players across the US, Europe, and Asia, signaling…

The Economic Times

US Stocks | Nasdaq futures surge 2% as chip outlook calms AI jitters; inflation data awaited

US Stocks | Nasdaq futures surge 2% as chip outlook calms AI jitters; inflation data awaited

Indian markets are set for a positive opening as US futures surged, led by a 2.24% jump in the Nasdaq. Memory chip giants Micron and Qualcomm's strong forecasts for AI demand have reignited optimism, with both stocks soaring in pre-market trading. Investors are keenly awaiting US inflation data later today,…

The Economic Times

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Stocks Rally Before the Open on Upbeat Micron Earnings, U.S. PCE Inflation Data in Focus

September S&P 500 E-Mini futures (ESU26) are up +0.78%, and September Nasdaq 100 E-Mini futures (NQU26) are up +2.15% this morning as upbeat quarterly results and guidance from memory chipmaker Micron Technology boosted sentiment.

Steam Machines will only come with one 16GB stick of RAM — company may change this to two 8GB sticks in the future, but the first batch of consoles is limited to single-channel memory

Valve confirmed to Gamers Nexus that the first batch of Steam Machines will only have one 16GB RAM stick. This would have a negative effect on the console's performance, but the company likely did this to keep its price as low as possible, or because it's the only available option…

Tom’s Hardware

Qualcomm reveals HBC near-memory AI architecture, AI250 and AI350 accelerators — touts 6x higher bandwidth-per-watt compared to HBM, 200x capacity compared to on-chip SRAM

Qualcomm unveils HBC near-memory AI architecture, claims it has broken the memory wall.

Tom’s Hardware

Micron posts record results as AI boom drives 15-fold jump in net profit

The US chipmaker Micron Technology has reported quarterly revenue and profit far above Wall Street's expectations, as insatiable demand for the memory chips that power AI transformed the firm's fortunes.

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Why Thousands Believe These Stones Were Bhim's Childhood Marble?

Why Thousands Believe These Stones Were Bhim's Childhood Marble?

Do you remember playing marbles when you were a kid? Sitting on the ground, drawing small circles in the soil, aiming carefully… sometimes winning, sometimes losing… but always feeling like those tiny glass pieces mattered more than anything else in that moment. Now imagine someone tells you what if these…

How One Unborn Child Saved a Broken Sage

How One Unborn Child Saved a Broken Sage

What happens when a man loses everything he ever loved? Most people know Sage Vashistha as one of the greatest sages in Indian history. They know him as Lord Rama's teacher, a symbol of wisdom, patience, and spiritual strength. But very few know the heartbreaking story that came before that…

US Stock Market: AI chip rally reignites as Micron, Qualcomm forecasts add over $400 billion in market value

US Stock Market: AI chip rally reignites as Micron, Qualcomm forecasts add over $400 billion in market value

Chip stocks surged on Wednesday, adding over $400 billion in market value, fueled by optimistic forecasts from Micron Technology and Qualcomm. Micron's strong outlook for memory chips and Qualcomm's ambitious data center growth targets reignited investor confidence in the AI trade. This positive sentiment boosted rivals and equipment suppliers, signaling…

The Economic Times

SK Hynix surges 12% as US listing plan boosts valuation hopes

SK Hynix surges 12% as US listing plan boosts valuation hopes

SK Hynix shares surged as much as 12% after the memory chipmaker unveiled plans for a $29 billion US listing, boosting hopes of higher valuations and greater foreign investor participation. The company plans to use the proceeds to expand capacity and acquire advanced chipmaking equipment. Rival Samsung also gained after…

The Economic Times

Global Market Today: Asian stocks jump with US futures on Micron outlook

Global Market Today: Asian stocks jump with US futures on Micron outlook

Asian markets surged, mirroring US futures, as Micron Technology's stellar sales forecast reignited AI trade confidence. The chipmaker's shares jumped significantly after projecting robust future demand, easing concerns for regional bourses. This optimism, coupled with falling oil prices, provided much-needed relief. Investors are also watching the dollar's strength and Treasury…

The Economic Times

5 Comfort Meals for Burnt-Out Days

5 Comfort Meals for Burnt-Out Days

Burnout does not just make people tired. It makes simple things like cooking, eating, and even deciding what to have for dinner feel strangely overwhelming. That is why comfort meals matter. They are not about perfection or complicated recipes. They are about warmth, familiarity, and giving yourself something easy during…

Price of 25-year-old DDR2 memory set to more than double — thanks to AI-driven RAM-armageddon

Price of 25-year-old DDR2 memory set to more than double — thanks to AI-driven RAM-armageddon

AI infrastructure demand is consuming advanced DRAM supply, pushing prices sharply higher across DDR4, DDR3, and even 25-year-old DDR2 memory generations.

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One memory to rule them all? Key partner to Nvidia, ASML and TSMC brings next-gen RAM and NAND replacements even closer

IMEC has demonstrated two advances in ferroelectric memory research that could make next-generation memory possible.

The Economic Times

Micron stock surges after Micron earnings report crushes estimates: How is AI demand driving Micron to new heights?

Micron's earnings report highlights the rising influence of AI on the semiconductor sector. The company has exceeded projections while forecasting strong revenue growth driven by substantial demand for memory and storage solutions, especially in data centers. With secured long-term customer agreements, Micron appears well-positioned for ongoing success and expansion in…

AMD’s MEXT Acquisition Is More Important Than Markets Realize. Here’s How It Solves the Memory Bottleneck.

MEXT bridges the gap between low-cost flash memory and expensive DRAM, helping data centers improve their efficiency as a result.

Some Microsoft Surface devices just got big price cuts — but the catch is they've had big RAM cuts, too

Microsoft has dropped the RAM to 8GB with new entry-level models, prompting questions over whether that's enough memory.

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Beyond the Hype: Why Micron’s Super Profits Face a Hard Landing by 2027

Micron's $1.2 trillion valuation rests on the assumption that the current memory shortage will last forever. In reality, a massive wave of capex from the industry's top players will flood the market with new capacity by 2027, inevitably crushing margins and normalizing Micron's valuation.

AWS pipped AMD and Intel to the first CPU supporting PCIe 6.0, and you can now finally rent it by the hour (but don't expect any miracles)

AWS has launched Graviton5 with PCIe 6.0 support, although supporting hardware capable of exploiting it remains scarce.

Tom’s Hardware

Broadcom and OpenAI unveil custom-built Jalapeño inference processor — OpenAI's first chip is a massive reticle-sized ASIC built in an ultra-fast nine-month development cycle

Broadcom and OpenAI reveal their Jalapeño custom-built inference ASIC that allegedly beats existing leading-edge in terms of performance-per-watt.

Here’s Why I’m Selling Micron Before Earnings. It’s a Matter of Risk Control, Not Lack of Conviction.

Micron options pricing suggests an extreme move post earnings. Irrespective of how strong the memory demand is, it may not be worth risking money on a binary event.

Micron Shares Pop on Partnership With Anthropic. How to Play MU Stock Here.

The Claude-maker will collaborate with the memory chip major to solidify its storage supply chain.

Yes, the bad news on the RAM crisis has been relentless lately — but Asus and SK Hynix just gave us glimmers of hope that some relief could be on the horizon

The RAM crisis gloom has been thick and heavy lately — so are you ready for some better news?

3 Reasons SK Hynix Could Outperform Micron Over the Next Decade

The next decade in memory may belong to the company with the strongest HBM grip, and right now that looks like SK Hynix.

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