Analysts were overly pessimistic about Micron's earnings, but the company exceeded expectations with strong guidance, particularly in HBM and DRAM demand. I recap Micron's supply and demand situation, ...

Lam Research Corporation is a $17 billion wafer-fabrication equipment maker. They are simulating and designing next generation computer memory. Its products are used primarily in front-end wafer ...

SoftBank unit Saimemory and Intel team up on new memory tech aimed at AI and high-performance computing. Prototypes are planned for 2028, with commercialization targeted for fiscal 2029. Energy ...