EXPLAINED: 30 | Vintage Vibes

Explainer: The RAMpocalypse is making memory, SSDs, and even GPUs much more expensive, and it's all down to AI

Here's all we know about skyrocketing memory prices and what's causing it.

PC Gamer · Oct 29, 2025

Earnings Preview: What To Expect From Micron Technology’s Report

Micron Technology is gearing up to release its fiscal first-quarter earnings soon, and analysts project a substantial earnings increase.

Barchart · Oct 29, 2025

Supermicro Smashes AI Trading Records With Intel And Micron — What's Powering The Surge?

Super Micro Computer Inc (NASDAQ:SMCI) set new world records in the STAC-M3 financial analytics benchmark by collaborating with Intel Corp (NASDAQ:INTC) and Micron Technology, Inc (NASDAQ:MU), demonstrating its high-performance computing moat for quantitative trading.

Benzinga · Oct 28, 2025

Chinese memory maker reportedly preparing for $42 billion IPO — CXMT plans to go public in early 2026

CXMT is reportedly planning to go public, hoping to raise $2.5 to $6 billion in fresh funds.

Tom’s Hardware · Oct 21, 2025

Nvidia and TSMC produce the first Blackwell wafer made in the U.S. — chips still need to be shipped back to Taiwan to complete the final product

Nvidia and TSMC have produced the first Blackwell wafer at TSMC’s Arizona fab, marking a historic step in bringing advanced AI chip manufacturing to the U.S.. However, the chip still relies on Taiwan for final CoWoS-L packaging, which leaves the achievement largely symbolic for now.

Tom’s Hardware · Oct 18, 2025

Micron is preparing to exit China’s data center memory market completely, report claims — Beijing banned company's chips from 'critical information infrastructure' in 2023

Micron is reportedly preparing to halt sales of server memory chips to data centers in mainland China, after its business there failed to recover from a 2023 cybersecurity ban.

Tom’s Hardware · Oct 17, 2025

Micron to Pull Out of China’s Server Market: What’s Next for MU Stock?

With global AI investments showing no signs of slowing, Micron’s solid presence in the memory and storage solutions positions it well to deliver considerable growth.

Barchart · Oct 17, 2025

US Chip Stocks Tumble As Trade Tensions With China Heat Up

Semiconductor equities faced sharp selling pressure on Friday, with shares of Nvidia Corporation (NASDAQ:NVDA), Broadcom Inc. (NASDAQ:AVGO), Marvell Technology, Inc. (NASDAQ:MRVL), Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM), Intel Corporation (NASDAQ:INTC), Arm Holdings plc (NASDAQ:ARM), and Micron Technology, Inc. (NASDAQ:MU) all trading lower amid intensifying geopolitical friction between Washington and Beijing.

Benzinga · Oct 17, 2025

Micron Stock Falls 3.84% In Pre-Market Trading As It Reportedly Exits China's Data Center Market Following 2023 Ban

Micron Technology Inc. (NASDAQ:MU) shares fell 3.84% in pre-market trading on Friday after a report emerged that the U.S. chipmaker will withdraw from China's data center market, ending a difficult chapter marked by Beijing's 2023 ban on its products in critical infrastructure.

Benzinga · Oct 17, 2025

Who Benefits From AI Spending? JP Morgan's Top Picks

Strong artificial intelligence (AI) and hyperscale demand are driving significant growth for semiconductor companies, with Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), and Broadcom (NASDAQ:AVGO) poised to benefit from expanding data center and AI infrastructure investments.

Benzinga · Oct 16, 2025