DRAM prices surge 75% in one month as AI data centers devour global memory supply. Sony delays PS6 to 2029, Apple warns of margin compression.

The AI Memory Crisis: Musk and Cook Sound the Alarm as Chip Prices Go 'Parabolic'

Samsung's Q4 profit triples to $14B record as AI chip demand creates memory shortage. What it means for Micron and Nvidia investors.

Samsung's Profit Triples to Record High as AI Memory Shortage Grips Market

Micron invests $24B in Singapore fab to address severe AI memory shortage. New NAND facility adds 700K sq ft cleanroom, 3,000 jobs. Production starts H2 2028.

Micron Commits $24 Billion to Singapore Expansion as AI Memory Crisis Intensifies

Micron acquires Powerchip's Taiwan fab for $1.8B to expand DRAM capacity amid AI-driven memory shortage. Deal adds 300K sq ft cleanroom, output by 2027.

Micron Pays $1.8 Billion for Taiwan Fab as AI Memory Shortage Intensifies

Micron pays $1.8B for Powerchip's Taiwan fab to fight AI memory crisis. 300K sq ft cleanroom adds DRAM capacity by H2 2027 amid record shortages.

Micron Bets $1.8 Billion on Taiwan Fab as AI Memory Shortage Deepens

Micron breaks ground on $100B Syracuse megafab—largest US semiconductor plant. Trump admin, Congress attend as AI memory maker secures its American future.

MICRON TECHNOLOGY (MU) Earnings Call Transcripts

Q1 2026

Q1 2026

Q4 2025

Q4 2025

Q3 2025

Q3 2025

Q2 2025

Q2 2025

Q1 2025