This reasoning has been effective for decades. Memory has consistently been among the most cyclical industries within semiconductors.

Great news for AMD and Nvidia, less so for cash-strapped consumers Memory makers just can't churn out their DRAM fast enough. On the heels of an AI-driven shortage, SK Hynix on Tuesday announced a new ...

Micron Technology (NASDAQ: MU) delivered a strong set of Q3 FY’25 results (August fiscal year). Revenue rose 37% year-over-year to $9.3 billion, beating expectations, while adjusted earnings came in ...

Micron is gaining significant market share in the HBM DRAM segment, capitalizing on Samsung's recent setbacks and strong demand from AI leaders like Nvidia and AMD. Q3 FY25 results showed impressive ...

SK Hynix reported second-quarter 2025 revenue of KRW22.23 trillion (US$16.17 billion), up 35% year-over-year, driven by surging demand for AI and high-performance DRAM. The company plans to boost ...

Micron Technology, Inc. MU is benefiting from a sharp rise in demand for high-bandwidth memory (HBM), which has become a major driver of its dynamic random access memory (DRAM) growth. As artificial ...

Micron has sales exposure to three memory classes: DRAM or Dynamic Random Access Memory. NAND or flash storage. NOR Flash storage. DRAM accounts for around 70% of the sales and includes commodity DRAM ...

Memory is becoming a major bottleneck in the AI infrastructure buildout. Both Micron and SK Hynix enjoy pricing power and multiyear revenue visibility for their HBM and advanced DRAM offerings. SK ...