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YOU WONT BELIEVE: 29 - What They Never Told You

Micron launches 36GB HBM3E memory as it plays catch up with Samsung and SK Hynix as archrivals frantically rush towards the next big thing — HBM4 with its 16 layers, 1.65TBps bandwidth, and 48GB SKUs

Micron's 36GB HBM3E 12-high memory offers 50% more capacity, 1.2TB/s bandwidth, and 30% lower power than competitors, fueling AI innovation.

TechRadar

Is Micron Technology a Good Semiconductor Stock to Buy After Earnings?

Micron is a chip maker that trades at a compelling valuation, given its accelerating revenue growth and widening profit margins.

Barchart

Micron Delivers Strong Cash Flow from AI Growth - MU Stock Looks Cheap Here

Micron Technology delivered strong revenue, cash flow, and business outlook in its latest fiscal quarter and year-end. This came from heavy AI-related spending by its clients. As a result, MU stock looks cheap here.

Barchart

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Stock Market Today: S&P 500 Hits New High as Micron Soars

The main indexes gained ground Thursday as strong earnings from memory chipmaker Micron fueled AI optimism.

Kiplinger

Nasdaq Futures Soar as Micron’s Strong Outlook Boosts Sentiment, U.S. GDP Data and Fed Speak in Focus

December Nasdaq 100 E-Mini futures (NQZ24) are trending up +1.33% this morning as market participants cheered forecast-beating quarterly results and guidance from semiconductor giant Micron, while also awaiting a flurry of U.S. economic data and remarks from Federal Reserve officials.

Barchart

S&P Futures Steady After Yesterday’s Record, Micron Earnings on Tap

December S&P 500 E-Mini futures (ESZ24) are trending down -0.02% this morning, taking a breather after the benchmark index finished with its 41st record close this year, while investors looked ahead to remarks from a Federal Reserve official as well as an earnings report from semiconductor giant Micron.

Barchart

S&P Futures Tick Lower as Investors Mull China Rally, Micron Earnings on Tap

December S&P 500 E-Mini futures (ESZ24) are trending down -0.09% this morning as investors weighed the sustainability of China’s rally and looked ahead to remarks from a Federal Reserve official as well as an earnings report from semiconductor giant Micron.

Barchart

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Crucial brings P310 NVMe SSD to standard form factor — the 2TB QLC M.2-2230 king gets 2280 variant

Crucial's P310 NVMe SSD is getting a new variant. It is now available in the M.2 2280 form factor.

Tom’s Hardware

Down 44% from Highs, Will Micron Stock Keep Falling?

Micron stock trades 44% below all-time highs, trailing the broader markets and its semiconductor peers by a wide margin. Can the tech stock recover in the next 12 months?

Barchart

Stock Market Today: Stocks Rise in Choppy Day for Markets

Moderna was the worst S&P 500 stock today after the vaccine maker slashed its R&D budget.

Kiplinger

Micron ships production-ready 12-Hi HBM3E chips for next-gen AI GPUs — up to 36GB per stack with speeds surpassing 9.2 GT/s

Micron formally unveils its 12-Hi HBM3E memory with a 36 GB capacity per stack.

Tom’s Hardware

1 'Strong Buy' Semiconductor Stock to Buy on the Dip

This semiconductor stock has pulled back sharply from its June highs, but with a bullish consensus rating, solid dividends, and impressive upside potential, it looks like a buy-the-dip opportunity.

Barchart

3 'Strong Buy' Semiconductor Stocks to Scoop Up for September 2024

As AI-fueled demand remains strong, here are three top-rated chip stocks with room to run higher.

Barchart

3 'Strong Buy' Semiconductor Stocks With 37% Upside or More

With semiconductor demand skyrocketing, here are three of Wall Street's top-rated chip stocks for investors to consider.

Barchart

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Reason

Industrial Policy Is Alive and Well at the Democratic National Convention

Speakers at the 2024 convention bragged about the Democratic Party's willingness to give public money to private companies.

AnandTech

CXL Gathers Momentum at FMS 2024

The CXL consortium has had a regular presence at FMS (which rechristened itself from 'Flash Memory Summit' to the 'Future of Memory and Storage' this year). Back at FMS 2022, the company had announced v3.0 of the CXL specifications. This was followed by CXL 3.1's introduction at Supercomputing 2023. Having…

AnandTech

DapuStor and Memblaze Target Global Expansion with State-of-the-Art Enterprise SSDs

The growth in the enterprise SSD (eSSD) market has outpaced that of the client SSD market over the last few years. The requirements of AI servers for both training and inference has been the major impetus in this front. In addition to the usual vendors like Samsung, Solidigm, Micron, Kioxia,…

AnandTech

Phison Enterprise SSDs at FMS 2024: Pascari Branding and Accelerating AI

At FMS 2024, Phison devoted significant booth space to their enterprise / datacenter SSD and PCIe retimer solutions, in addition to their consumer products. As a controller / silicon vendor, Phison had historically been working with drive partners to bring their solutions to the market. On the enterprise side, their…

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Barchart

5 'Strong Buy' Stocks That Just Reported Killer Earnings

As the earnings season nears its close, here are five ‘Strong Buy’-rated stocks that delivered exceptional earnings results.

Tom’s Hardware

Northern Taiwan power outage causes small impact on Micron and Nanya fabs

Micron and Nanya Technology factories have been affected by a minor power interruption.

Tom’s Hardware

RTX 4070 infused with slower GDDR6 pictured — new variant features 20 Gbps VRAM with 5% less bandwidth

Galax is purportedly preparing to launch an RTX 4070 with GDDR6 memory rather than GDDR6X. The new model will utilize 20Gbps modules, giving it 5% less bandwidth than GDDR6X-equipped RTX 4070 models.

AnandTech

Kioxia Details BiCS 8 NAND at FMS 2024: 218 Layers With Superior Scaling

Kioxia's booth at FMS 2024 was a busy one with multiple technology demonstrations keeping visitors occupied. A walk-through of the BiCS 8 manufacturing process was the first to grab my attention. Kioxia and Western Digital announced the sampling of BiCS 8 in March 2023. We had touched briefly upon its…

TechRadar

Micron's game-changing budget DRAMless SSD could spell the end of low performance SATA drives — independent reviews show it trounces Samsung's 990 EVO on popular benchmarks

Micron's DRAMless 2650 SSD performed well in benchmarking tests, trouncing Samsung's 990 EVO and others.

AnandTech

Microchip Demonstrates Flashtec 5016 Enterprise SSD Controller

Microchip recently announced the availability of their second PCIe Gen 5 enterprise SSD controller - the Flashtec 5016. Like the 4016, this is also a 16-channel controller, but there are some key updates: PCIe 5.0 lane organization: Operation in x4 or dual independent x2 / x2 mode in the 5016,…

AnandTech

Western Digital Previews M.2 2280 PCIe 5.0 x4 NVMe Client SSDs: 15GBps at Under 7 Watts

Western Digital's FMS 2024 demonstrations included a preview of their upcoming PCIe 5.0 x4 M.2 2280 NVMe SSDs for mobile workstations and consumer desktops. The Gen 5 client SSD market has been dominated by solutions based on Phison's E26 controller. The first generation products launched with slower NAND flash, while…

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