Micron Expands Memory Footprint With $1.8 Billion Taiwan Deal

Micron Technology, Inc. (NASDAQ: MU) on Saturday signed a deal to buy a major semiconductor plant in Taiwan for $1.8 billion.

AI semiconductor market forecasts to reach over $550B by 2028: RBC

RBC forecasts AI semis to jump from $220B in 2025 to $550B+ by 2028, highlighting HBM demand, GPU dominance and key stock ...
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2026’s Biggest AI Trends: The Memory Explosion | MU Stock, SNDK Stock, SK Hynix, CAMT Stock

Summary: To ring in 2026, our 24/7 Wall St. Analysts Eric Bleeker and Austin Smith are counting down 12 trends for AI ...

The Global Memory-Chip Shortage Will Cost Us All

AI companies’ need for a once obscure and affordable type of microchip threatens to drive up prices of all electronics—and ...

Exclusive: SK Hynix speeds up new chip fab opening to meet memory demand, executive says

SK Hynix plans to accelerate the opening of a new factory by three months and will also begin operating another new plant in ...
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SK Hynix Places $13B Bet on AI Memory as Chip Shortages Intensify

South Korean firm will invest in an advanced packaging plant in Cheongju to expand HBM supply as AI demand tightens memory.

From Units To Value: How The New Semiconductor Playbook Is Reshaping Growth

When classic 2D scaling dominated, the industry’s center of gravity was disinflationary: Chip average selling prices (ASPs) trended lower, and wafer fab equipment (WFE) growth was intermittent. In ...

SK Hynix doubles down on high-bandwidth memory with $12.9 billion packaging plant

SK Hynix recently announced a major investment in a new South Korean plant. The Icheon-based company will spend $12.9 billion to develop a facility dedicated to advanced ...