Micron remains a top AI memory play, with surging demand, margin expansion, and a robust balance sheet supporting significant upside potential. MU benefits from data center growth, HBM and DDR ...

Nearly all of the analysts covering Micron Technology Inc. had been bullish on the stock for months — but not Morgan Stanley’s Joseph Moore. Now, though, after a more than 100% year-to-date rally for ...

Samsung and SK Hynix inked a massive deal to supply memory and storage to OpenAI's Stargate project. The demand from Stargate could take up 40% of the entire DRAM market at peak volumes. Massive ...

Micron Technology's growth is fueled by hyperscaler data center expansion, AI-driven demand, with Cloud Memory showing the strongest sequential growth at 34%. Though a few historical factors have ...

Micron is benefiting from AI-powered demand for high-bandwidth memory and advanced DRAM. The company's aggressive investment in new fabs and DRAM equipment positions it for long-term growth. Micron is ...

The big picture: Micron has started shipping its 12-Hi HBM4 DRAM stacks, which it claims offer not only the fastest HBM4 solution on the market but also the most efficient. The company also announced ...

The United States may not have an indigenous foundry that makes high performance XPU compute engines for AI and HPC applications, but it certainly does have a home-based maker of high performance ...

Micron Technology Inc. faced a high bar heading into its Tuesday afternoon earnings report, with the stock up 41% over the past month alone. And with shares rising 0.4% in the extended session, it ...

Micron has started throwing its weight around in the memory arena again, claiming that its new HBM4 samples are not only the fastest around but sip power better than anything rivals have to offer.

Demand for Micron's AI-focused HBM chips power forecast HBM revenue grew to nearly $2 billion in Q4, CEO says Pricing for HBM will increase with advancing version, exec tells Reuters Q1 revenue and ...

For the fiscal third quarter, Micron generated revenues of $9.3 billion, up 15% quarter over quarter and up 37% year over year. The majority of the revenues were generated by the compute and ...

Micron is set to release its fourth-quarter earnings report after Tuesday’s closing bell in what will likely be the most-watched report of the week. Analysts expect Micron to report earnings of $2.86 ...