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BIZARRE: 9 - You Need To See This

Leading PC manufacturers considering using Chinese memory chips, report claims — HP and Dell qualifying CXMT DRAM, Acer and Asus asking Chinese partners to source locally-made memory chips

HP and Dell are reportedly qualifying CXMT memory chips for their products, while Asus and Acer are asking their partners to source locally-made memory modules. The ongoing memory chip shortage is forcing even big companies to look for alternative sources to Micron, Samsung, and SK hynix.

Tom’s Hardware

Puget Systems crowns the Intel Core Ultra 7 265K as the most reliable processor in its consumer PCs, with Nvidia Founders Edition cards leading the charge for GPUs

It's Kingston for RAM, with Micron not far behind.

PC Gamer

Big three memory chip manufacturers policing customers to prevent hoarding — employee says industry relationships ‘matter in a crunch’

The big three memory chip makers are reportedly becoming stricter when it comes to who buys their chips, ensuring that the demand is real before allowing customers to get them.

Tom’s Hardware

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Micron looks to help ease global chip crisis - new $24 billion Singapore facility should boost NAND supply worldwide, but will it be enough?

Micron’s $24 billion Singapore expansion aims to boost NAND supply, though long lead times will limit near-term impact on shortages.

TechRadar

Unusual Put Options Activity in Micron Technology After MU Stock Doubles in 2 Months

Micron Technology, Inc. stock has more than doubled from its low point a little over two months ago. That could be why there is unusual option activity in out-of-the-money MU puts expiring in just over 3 months.

Barchart

Move Over Nvidia. This Is the New Top AI Stock to Buy.

As the AI spending cycle matures, investors are rotating away from hyperscalers toward memory suppliers and Micron is emerging as a key beneficiary of this shift.

Barchart

Micron starts building new 3D NAND fab in Singapore – Fab 10B promises to more than double the company's local flash production capacity

Micron's Fab 10B, now under construction in Singapore, promises to more than double the company's 3D NAND output from the region when it is fully operational in about 10 years.

Tom’s Hardware

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An Extreme Short Squeeze Is Underway in Sandisk Stock. How Much Higher Can Shares Go?

Sandisk's short squeeze may be on ice for now, and one of its competitors appears to be much better positioned.

Barchart

These 3 Stocks Just Saw Major Insider Moves—Time to Be Bullish or Bearish?

After a remarkable run in 2025, and a great start to 2026, Micron just got an insider buy. Two other big-name stocks are seeing insider activity as well.

MarketBeat

4 Memory Chip Stocks to Buy as Prices Skyrocket

BNP Paribas expects this tight DRAM and NAND backdrop to keep lifting earnings at Seagate, SanDisk, Western Digital, and Micron, after already hiking targets on all four as preferred ways to play the current memory supercycle.

Barchart

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

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

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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

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.

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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.

PC Gamer

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.

TechRadar

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.

PC Gamer

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.

Windows Central

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.

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

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