We came across a bullish thesis on Lam Research Corporation (LRCX) on Substack by The Antifragile Investor. In this article, ...

On April 9, the White House announced a pause on some (but not all) tariffs for 90 days. Semiconductors largely avoided the ...

Silicon Motion is breaking Phison’s monopoly in the high-end PCIe 5.0 SSD market as over a dozen companies, including Micron, ...

ASML is set for a strong rebound in 2025, with projected revenue growth of 20.3% after a contraction in 2024. See why we ...

The most recent trading session ended with Micron (MU) standing at $96.18, reflecting a -0.21% shift from the previouse trading day's closing. This change was narrower than the S&P 500's daily loss of ...

One of China's top memory manufacturers has been given a directive by Beijing to phase DDR4 production and focus on DDR5.

The Micron environmental review is a yes/no choice, says the letter writer. If it's not built here, "we should plan on ...

China's huge ChangXin Memory Technologies, or CXMT, is moving to production of DDR5 memory and HBM3. This is a blow to ...

The stock's rise snapped a four-day losing streak.

Nvidia shares climbed Tuesday, ahead of the AI chipmaker’s first-quarter results due after the closing bell Wednesday.

Micron Technology, Inc. is massively undervalued despite improving fundamentals and robust AI tailwinds. Click here to find ...