Get all your news in one place.

100's of premium titles.
One app.

Start reading

Get all your news in one place.

100's of premium titles. One news app.

Start reading

RARE PHOTOS: 17 - The Real Truth

A 45,000-person labor strike at Samsung's memory chip plants could throw a wrench into the AI boom

Nearly 45,00

Fortune

Institutional investors flocked to establish new stakes in semiconductor firms in first quarter

Institutional investors actively bought shares in semiconductor companies such as Micron and Intel during the first quarter. This move positioned them to benefit from a significant market rally. Demand for memory chips, fueled by AI development, drove substantial gains. Investors also showed interest in AI infrastructure and data center companies.…

The Economic Times

18 days. That's all it takes for a Samsung strike to crash the global AI chip market, and the whole world is holding its breath

Samsung strike to crash the global AI chip market: The Samsung strike threatens global AI chip supply chains as 45,000 workers plan an 18-day walkout starting May 21, 2026. Samsung's memory chip workers were offered 607% salary bonuses — six times more than logic chip and foundry engineers building AI…

The Economic Times

From analysis to the latest developments in health,
read the most diverse news in one place.

At Samsung, the global AI boom spurred a looming strike and deep divisions

A major strike looms at Samsung Electronics over AI boom profits. Over 45,000 workers demand fair bonus distribution. The dispute could disrupt memory chip production, impacting AI data centers, smartphones, and laptops globally. Government and investors express concern over potential economic fallout and supply chain instability. This labor unrest highlights…

The Economic Times

This AI Stock Turned $10K Into $83K in a Year — And It Could Still Run Higher

Strong demand and supply constraints provide a solid foundation for this AI company to deliver robust earnings growth in the coming quarters.

Barchart

As South Korea Walks Back Its AI Tax Proposal, the Brief Selloff in MU Stock Is a Non-Event

Micron and other major semiconductor stocks slip following comments from a South Korean politician regarding tax on AI.

Barchart

While I can barely find two sticks of 16 GB to rub together, Micron unveils a 256 GB memory module destined for AI servers

The module is apparently "capable of speeds up to 9,200 megatransfers per second."

PC Gamer

Read news from The Economist, FT, and more,
with one subscription

Insider Trades: Okta and Abbott See Buys, Micron Insiders Sell

See the recent insider activity surrounding Okta, Micron Technology, and Abbott Laboratories, and what these moves signal to investors.

MarketBeat

Micron Investors Face a High-Stakes Moment After the Latest Rally

Micron's May peak is the signal for investors to raise capital in preparation for an upcoming entry point; catalysts include Q3 results scheduled for June.

MarketBeat

US Stock Market: AI-fueled memory supercycle boosts chip stocks while hardware companies struggle

The AI boom is causing a global memory chip shortage. This is creating winners among chip makers like Micron and Samsung, whose shares are soaring. However, companies like HP and Nintendo are struggling with rising costs. This trend is expected to continue, impacting consumer electronics prices and profitability for years…

The Economic Times

The DRAM Shake-Up: Samsung Stumbles, Micron Chases $1000

Ongoing labor disruptions at competitor Samsung Electronics could create a significant pricing power advantage for U.S.-based memory maker Micron Technology.

MarketBeat

Trump heads to China to spread the gospel of American tech

Tim Cook and Elon Musk, among other tech CEOS, will accompany the US president on a trip to Beijing

The Guardian - US

Trump heads to China to spread the gospel of American tech while emulating Xi Jinping on AI

Tim Cook and Elon Musk, among other tech CEOS, will accompany the US president on a trip to China

The Guardian - US

Micron Technology Huge, Unusual Put Option Activity - a Bullish Signal as MU Rises 12%

Micron Technology stock has been on a tear. It's up 100% since a recent trough on March 30. It's up 12% today, and put option premiums in MU are sky high with unusual options activity, a bullish signal.

Barchart

Get all your
news in one place.

100's of premium titles.
One news app.

Barchart

Apple CEO Tim Cook Just Warned That Memory Prices Keep Rising. That’s Great News for Micron Stock

Tim Cook just highlighted a key chip trend, and it could strengthen the bull case for Micron Technology.

TechRadar

Micron CEO warns 'AI is in very early innings' and it will 'need more memory' — another ominous sign the RAM crisis isn't going anywhere

Micron has warned on the gravity of the RAM crisis, meaning that every major memory chip maker has now done so.

The Conversation

AI data center boom is leaving consumer electronics short of chips − even though they don’t use the same kinds

The boom in data center construction is taking up much of the supply of high-tech components, especially processor and memory chips. This demand is squeezing consumer device makers, which are having trouble acquiring enough chips.

PC Gamer

'This is the first time where I'm seeing no light at the end of the tunnel': How the memory crisis is hitting PC builders

It seems like costly memory prices are making everyone hurt.

Get all your
news in one place.

100's of premium titles.
One news app.

Barchart

Micron Stock Just Got a New Street-High Price Target. Should You Buy Shares Now?

Micron's stock got a fresh street-high target from DA Davidson.

Barchart

Are Wall Street Analysts Bullish on Micron Technology Stock?

Micron Technology has significantly outperformed the broader market over the past year, and analysts are highly optimistic about the stock’s prospects.

Barchart

Micron Stock Has Been on a Roll. Here’s the Next Big Price Target.

With accelerating revenue, expanding margins, and a compelling valuation, Micron stock has further upside potential.

Barchart

Micron Has Been on an Explosive 557% Run Higher. It’s Still 1 of the Cheapest Semiconductor Stocks to Buy Now.

Micron’s stock has gained 557% over the past year on AI demand for memory chips, but it’s still trading at a reasonable valuation.

Barchart

Micron Stock Keeps Soaring, as Investors Make Unusually Heavy MU Option Trades

Micron stock is up again over 5% today, and unusual options activity is seen in a Barchart report. Analysts keep raising their revenue and price targets over the next two years. MU stock could still be 18% undervalued.

Barchart

Here's Why Wall Street Thinks Micron Stock Can Touch $852

Micron’s explosive AI-driven growth is forcing Wall Street to rethink how high the stock can go.

Barchart

1 Top Semiconductor Stock Nobody Is Talking About

Lam stock is up 52% YTD, beating Nvidia, Alphabet, and Apple. Yet, it isn’t making headlines.

1 … 16 17 18 19

People

From analysis to the latest developments in health,
read the most diverse news in one place.

Organisations