Downgrading Micron (MU) to hold ahead of Q2 FY26 earnings: assess Samsung HBM4 risk, memory cycle outlook to 2027, and key Q3 ...

South Korea has warned its semiconductor giants, including Samsung and SK Hynix, about potential disruptions from the US-Israel-Iran conflict. Concerns are high over sourcing critical chip-making ...

SK Group Chairman Chey Tae-won will attend Nvidia’s annual technology conference this month, where he is expected to discuss ...

SK Group Chairman Chey Tae-won is set to attend U.S. tech giant Nvidia Corp.'s annual technology conference for the first ...

Shares of Micron (Nasdaq: MU) are up 3.3% right before the market opens. Shares of SanDisk (Nasdaq: SNDK) are up slightly ...

Major U.S. indexes fell broadly on Tuesday, with investor concerns about a prolonged conflict in Iran - but the tech sector saw outsized losses, and memory and storage stocks were among the weakest ...

Memory and storage stocks are getting hit hard in early trading Tuesday, with the catalyst coming from halfway around the world. South Korea’s KOSPI index cratered overnight as fears over the Iran ...

AI infrastructure can't evolve as fast as model innovation. Memory architecture is one of the few levers capable of accelerating deployment cycles. Enter SOCAMM2 ...

Emerging markets were one of the top-performing themes of 2025, but they could have further to run as global investors ...

NVIDIA may lower Rubin HBM4 bandwidth goals to around 20 TB/s amid supplier constraints, though demand for HBM4 remains strong.

Samsung redesigns HBM4E power delivery, cutting IR drop by 41% and improving reliability for next-generation AI accelerators.

Amazon recently discounted the 2025 27" Samsung G5 OLED to $349.99, making it the lowest price I've ever seen for an OLED gaming monitor. Today, the deal just got even better beca ...