4 articles
The Magnificent Seven erased 2.3 trillion dollars of market value in June while the semiconductor index posted the best first half in its recorded history. Both trades price the same capex dollars, and they point in opposite directions.
While consumers point fingers at Nvidia, a quiet cartel of memory makers is orchestrating an 80% price surge that has pushed the flagship RTX 5090 toward $5,000.
Micron is shutting down its Crucial consumer brand by 2026. We dive into why the tech giant is abandoning PC builders for the AI gold rush.
Micron Technology announces a massive $9.6 billion investment to build a new AI memory chip plant in Hiroshima, Japan. Here's why this matters for the global tech economy.