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UNCOVERED: Micron - Caught on Camera

Micron's Taiwan workers to get rewards worth up to 68 months of pay

Micron said the payouts to employees were its strongest ever and that more than 60,000 staff globally will receive fiscal 2026 rewards "following ‌an extraordinary year ⁠for ⁠the company".

The Economic Times

Adobe’s next boss joins a powerful club: Meet the Indian-origin CEOs running the world’s biggest companies

Adobe’s next CEO Anil Chakravarthy is joining a powerful club. From Microsoft and Google to Chanel, FedEx and Micron, Indian-origin executives now run companies spanning technology, banking, luxury, pharmaceuticals and manufacturing. Here are the leaders occupying some of the biggest corner offices in global business.

The Economic Times

Why China’s Memory Chip Breakthrough Won't Crash the Market

Despite China's memory chip advances and recent stock declines, Micron and Western Digital have capacity sold out for years under binding contracts, insulating margins from near-term competition.

MarketBeat

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Is Micron Technology Stock Outperforming the Nasdaq?

Due to Micron Technology’s outperformance relative to the broader Nasdaq Composite over the past year, Wall Street analysts remain strongly optimistic about the stock’s prospects.

Barchart

CXMT reportedly begins risk production of HBM3E memory in breakthrough for Chinese DRAM production — company could be in mass production in 2027

CXMT is reportedly sampling its HBM3E memory with Alibaba Group's T-Head and Cambricon Technologies.

Tom’s Hardware

Micron's Taiwan unions threaten strike over bonus dispute

The two unions representing Micron workers in Taoyuan and Taichung said ‌in a ⁠written response ⁠to Reuters that they had close to 10,000 members among roughly 15,000 workers at Micron facilities in the two cities. More than 80% of members who took part in an internal online survey in August…

The Economic Times

Micron Technology Stock Finally Looks Like a Contrarian Opportunity

Although MU stock has been a powerhouse name in the markets, its robust performance has made it a tough bullish argument—until now.

Barchart

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China's CXMT beats Western chipmakers to announcement of LPDDR6 mass production — Xiaomi smartphones to debut industry’s first LPDDR6 chips

CXMT claims to be the first to mass-produce LPDDR6 memory. Yet, for a niche phone.

Tom’s Hardware

NVIDIA's Record Quarter Confirms Chipmakers Are Winning the AI Boom

NVIDIA earnings 2026 confirm a structural shift: semiconductor stocks are dramatically outperforming Big Tech as AI spending flows to hardware makers. Micron is up 220%, Marvell up 185%, while the Magnificent Seven ETF gains just 4%. NVIDIA's record $96.2 billion quarter and Vera CPU delivery to AWS mark why chipmakers…

International Business Times

Micron workers increasingly support strike over bonus pay — labor union wants profit-sharing scheme, as employees at Samsung, SK hynix enjoy bonuses worth hundreds of thousands of dollars

80% of Micron workers in Taiwan have signaled that they're willing to go on strike if the company does not strike a deal over bonuses. The employees want to replace the current bonus system with a profit-sharing scheme, allowing them to take advantage of the AI-driven memory boom.

Tom’s Hardware

Micron Stock Faces Tight Supply as AI Demand Accelerates

Micron stock is in focus as AI chip demand outpaces supply. Here's why analysts and executives say the memory shortage could last years.

Barchart

MU Stock Alert: What to Know as Micron Appoints New Executives

Micron stock rallies as the company promotes two of its veterans. Here’s what the announcement means for MU shares.

Barchart

Micron, the trillion-dollar memory company, refused to replace a crucial drive for current market value until Reddit got mad

'Pushing back actually worked.'

PC Gamer

Nvidia’s Biggest Customers Face a Painful New AI Bill

Nvidia server prices are jumping more than 15% as memory costs soar, and Microsoft, Google, and Oracle are already feeling the heat.

Barchart

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Tom’s Hardware

Crucial SSD owner offered $200 refund for 4TB drive now selling for over $500 — company finally caves to warranty demands after protracted back-and-forth

Micron initially told a customer that no replacement Crucial X9 4TB SSDs were available and offered a refund based on last year’s purchase price, but a firm pushback ultimately resulted in a replacement.

International Business Times

Wall Street's AI Trade Just Flipped. Software Stocks Climb As Chips Fall.

Trillions of dollars in market value have shifted as investors moved away from many of the semiconductor stocks that dominated the artificial intelligence boom and back toward software companies.

Tom’s Hardware

OpenAI’s 700W Jalapeño ASIC outpaces 1,400W Nvidia flagship GPU — claims up to 1.9x throughput per kilowatt and 3.6x lower latency, co-developed with Broadcom

OpenAI arrived at Hot Chips on Tuesday with benchmarks claiming its first in-house chip beats Nvidia's GB300.

MarketBeat

NVIDIA Earnings Could Move These 3 AI Stocks—Here’s What to Watch

NVIDIA's upcoming fiscal Q2 2027 earnings and guidance could ripple across the AI trade, with AMD, Broadcom and Micron all tied to its results in different ways.

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The Economic Times

US Markets Today: US stocks rebound on tech recovery ahead of Nvidia earnings, inflation data

US stocks rose on Tuesday as technology shares rebounded ahead of Nvidia’s quarterly results and key US inflation data. The Nasdaq led gains, while chipmakers Intel, Micron and AMD advanced. Investors also tracked Treasury yields, Iran tensions and Federal Reserve policy ahead of the PCE inflation report and Jackson Hole…

Barchart

A $130 Billion Reason to Buy SK Hynix Stock Now

SK Hynix stock is a good name for medium-term investors to consider.

Tom’s Hardware

Micron commits $10 billion to new US-based Research Labs — Boise hub to target post-DRAM and NAND technologies and packaging

Micron's Research Labs to bring together the company's own research with research by customers, partners, universities, startups, and government organizations to develop pre-competitive IP for next-generation memory technologies.

Barchart

Micron Stock Pullback: High Growth, Low Multiple Support Upside

Conditions of increased growth and a low multiple create an attractive investment setup for Micron.

Barchart

Bridgewater Dramatically Trimmed Its Position in Micron During Q2. What This Means for MU Stock.

Bridgewater Associates cut its Micron stake by approximately 92% during the second quarter, selling roughly 1.36 million shares after the stock had already soared this year on surging AI memory demand.

Barchart

How Micron Stock Could Reach a $3 Trillion Market Cap by 2030

New Street Research believes Micron could surpass a two-decades long stretch of 10% gains, finally reaching a $3 trillion market cap by 2030.

Windows Central

Crucial dodges SSD warranty claim, says "our inventory is depleted" — Consumers are being ignored as record profits roll in for memory and storage makers

As memory and storage makers make the pivot to AI customers and rake in record profits, regular consumers are being denied proper warranty claims for faulty RAM and SSDs. Is there any recourse?

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