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EXPLAINED: 23 - The Real Truth

The arrival of the PS6 may be delayed thanks to AI production, but hear me when I say that might actually be a good thing

Sony and Microsoft are projected to launch new consoles in the next few years, but with a RAMpocalypse happening, they either delay or face insane costs.

GamesRadar

Sandisk Stock Is Up 1,000% in 6 Months. Analysts Think It Can Gain Another 20% from Here.

SNDK stock has been on a tear higher over the past six months, but analysts still see upside to a Street-high price target of $580.

Barchart

Micron’s 2026 Earnings Upside Makes MU Stock Hard to Ignore

What makes Micron’s investment case more compelling is the disconnect between MU stock's price and its projected earnings power.

Barchart

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Here's What to Expect From Micron Technology’s Next Earnings Report

Micron Technology is set to report its fiscal second-quarter results soon, and analysts are forecasting a strong surge in earnings driven by improving market conditions and rising demand.

Barchart

Micron Insider Teyin Liu Just Bought $7.8 Million in MU Stock. Should You Buy Shares Too?

Micron offers investors rapid growth, a very bright medium-term outlook, and an extremely low valuation.

Barchart

RBC Capital Sees a $550 Billion Reason to Buy These 3 Chip Stocks

The investment bank expects demand for chips to continue to soar.

Barchart

Stifel Is Pounding the Table on Micron Stock for 2026. Here’s Why.

Stifel hiked the price target on Micron following a major acquisition.

Barchart

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CEO Sanjay Mehrotra Says Demand for Memory Will Keep Lifting Micron Stock for Years to Come

Micron stock is benefiting from sustained AI-driven memory demand, with visibility through 2027 supporting pricing strength, capacity expansion, and long-term returns.

Barchart

As Micron Spends $1.8 Billion on a New Chip Fab Site, Should You Buy MU Stock?

Micron announced it is buying a chip fabrication site in Taiwan.

Barchart

Memory manufacturer Kioxia reveals its entire NAND flash production volume for 2026 is already 'sold out'

And we're unlikely to see supply improve until 2027 at the earliest.

PC Gamer

The memory price hike crisis could get even worse, as US threatens 100% tariffs – this is how it could affect you

Consumers in the US now face an additional danger in terms of factors that could seriously hike the price of laptops and PCs.

TechRadar

Because of AI 'memory's become sexy again'. That's what Micron told us as the alarm bells for the RAMpocalypse began ringing in 2024, but we just didn't listen

We're all paying for sexy memory now.

PC Gamer

Spraying kerosene over the DRAM inferno, US commerce secretary suggests memory chip makers could face 100% tariffs unless they commit to increased US production

2025 was full of tariff talk. Now it's 2026's turn.

PC Gamer

AI-driven RAM shortages threaten more than just the PC market — datacenters expected to consume 70% of global memory in 2026

A recent Wall Street Journal report details how there's no end in sight for the ongoing DRAM shortage, which will affect a lot more than just the PC market.

Windows Central

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PC Gamer

Micron signs a deal to acquire a chip foundry in Taiwan for $1.8 billion, though it won't make a dent in the memory supply crisis until 2027 at the earliest

Stepping up.

Barchart

Micron Stock’s Stunning Run Isn’t Over Yet — Could $500 Be Next?

Micron has entered a multi-year earnings expansion cycle driven by AI-related demand.

TechRadar

'Our viewpoint is that we are trying to help consumers around the world': Micron finally breaks silence on claims it abandoned customers by dropping the Crucial memory brand

Micron confirms Crucial exit while emphasizing ongoing consumer support, highlighting enterprise DRAM growth and persistent shortages through at least 2028.

TechRadar

Micron says it's 'trying to help consumers' in RAM crisis despite killing its Crucial brand – and PC owners have got even angrier as a result

Micron is even more unpopular after trying to defend its decision to shut down the Crucial brand of consumer RAM.

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MarketBeat

Micron: Accelerating HBM Ramp Extends Growth Into 2027

Micron is well-positioned for the HBM demand boom and is ramping production to meet unprecedented AI-driven demand for memory.

PC Gamer

Major memory module manufacturer says: 'Trust me, we're not laughing our way to the bank'

'If you're going to buy memory, now might be a good time,' says Patriot marketing manager as prices still haven't peaked.

Barchart

Bernstein Loves This 1 Lesser-Known Chip Stock for 2026

Bernstein named Applied Materials as one of its top five chip stock picks.

Tom’s Guide

'DRAM shortages could persist for quite some time now': Micron on RAM crisis lasting until 2028 with high AI demand, 'we are still servicing the consumer market'

Micron VP Christopher Moore explains the ongoing RAM crisis and how memory shortages could persist until 2028 in light of high AI demand, but the company is 'still servicing the consumer market.'

Windows Central

Jeff Bezos said the quiet part out loud — hopes that you'll give up your PC to rent one from the cloud

Amazon's Jeff Bezos once revealed how he thinks of local PC hardware as antiquated, ready to be replaced by cloud options. Will DRAM prices make it come true?

PC Gamer

In a bid to meet the memory supply crisis head on, SK Hynix announces it will invest nearly $13 billion into fresh AI packaging facility

But shortages still won't be alleviated any time soon.

PC Gamer

Micron says it's not to blame for its high memory prices: 'There's just not enough supply to go around'

I can't say I disagree, really. The problem is AI.

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