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Micron Reports Another Dazzling Earnings Quarter. The Stock Isn’t Moving.
Micron reports another massive earnings quarter driven by tight RAM supply, yet the stock remains static.
Dram
26 trends tracked about this subject — the full history, oldest to newest below.
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Business
Should You Buy Micron Stock Before Its Next Earnings Report?
Micron stock becomes a major market battleground as traders debate buying before its upcoming September 30 earnings report.
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Technology
DRAM pricing will mean more iPhone price hikes in 2027, no relief through 2028
4 news sources are covering this Technology story right now — PULSE is tracking how fast it spreads.
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Technology
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Apple is raising iPhone prices by $100 on all of its old models
Apple is implementing a $100 price increase across its iPhone lineup, including older models, amid rising hardware costs.
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DRAM Prices Explode 401% as One Kilogram Now Costs as Much as 620 Grams of 24K Gold
DRAM prices have surged 401%, with one kilogram of memory chips now equivalent in value to 620 grams of 24K gold.
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d-Matrix Raptor 3D-DRAM Accelerator for Generative Inference at Hot Chips 2026
7 news sources are covering this Technology story right now — PULSE is tracking how fast it spreads.
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SK Hynix Unpacks Advanced Packaging Technologies, Including Intel EMIB, For Its Next-Gen HBM Memory As It Eyes 3D Structures For The Future
SK hynix is advancing HBM4 mass production and exploring 3D structures and Intel EMIB packaging to redefine the AI memory hierarchy.
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This Nvidia change could spell good news for Micron
5 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Apple tests China's CXMT memory chips for iPhones and MacBooks, WSJ reports
Apple is testing CXMT memory chips for iPhones and MacBooks amid a critical DRAM shortage affecting TSMC production.
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Apple Tests Chinese Memory Chips as Supply Squeeze Bites
Apple is testing memory chips from China's CXMT to mitigate supply shortages caused by the global AI boom.
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Apple Tests Chinese Memory Chips as Supply Squeeze Bites
Apple tests Chinese memory chips amid a severe supply squeeze while CXMT reportedly rejects demands for price cuts.
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iPhone 18 Pro Release Date: Demand Drives September Launch
Recent reports outline upcoming pre-order dates, steep production costs, and potential supply constraints for Apple's upcoming iPhone models.
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Technology
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Microsoft’s Efforts In Making Windows 11 More Efficient Isn’t Just Due To The DRAM Shortage; Analyst Believes MacBook Neo Played A Pivotal Role In This Decision
An analyst attributes Microsoft's Windows 11 efficiency push not only to DRAM shortages, but also to the MacBook Neo.
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China chipmaker CXMT's shares surge 470% in Shanghai trading debut
Chinese memory chipmaker CXMT has seen its shares surge up to 470% during a blockbuster trading debut in Shanghai.
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How the 'twin stars' of China, CXMT and YMTC, changed the chip game
China's semiconductor industry is shifting through the rise of 'twin stars' CXMT and YMTC amid a strategic race to bypass American AI chip restrictions.
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China’s Memory Chip Giants Are Going Public. How to Play Them.
China's CXMT is pursuing a massive public offering to scale its DRAM capacity, signaling a major shift in the global memory chip landscape.
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Business
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Micron Stock Drops With Chinese Competition About to Get Fiercer
Micron slides 8% as China’s CXMT nears parity, tightening the DRAM race
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China’s Chip Champion to Raise Billions in Race for A.I. Control
Chinese memory chipmaker CXMT is preparing for a blockbuster public offering aiming to raise billions in capital.
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Apple Begins Testing Controversial Chinese Memory Chips
Apple has initiated testing of DRAM memory chips from CXMT, a Chinese supplier currently subject to United States trade restrictions.
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UBS doubles its DRAM price forecast as memory demand outpaces supply by 17 points through 2027
Global gadget prices are rising again as a crucial memory shortage deepens, driven by AI demand outstripping supply.
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Samsung Is Increasing LPDDR And Commodity DRAM Prices By Over 20% In Q3 After Hiking By 90% In Q1 And 50-60% In Q2
Samsung is planning a further 20% increase in DRAM and LPDDR contract prices for Q3 2026, marking the third consecutive quarter of significant hikes.
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SK Hynix, Samsung and Micron sued over allegations of "concerted anticompetitive behaviour" in DRAM market
2 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Business
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For Years, Apple Acquired DRAM And Flash Storage For Under $40 But Charged $99 For The Upgrade, Now It’s About To Pay ~$200 For The Combo And Crying Out For Aid
3 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Business
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Memory Trio Samsung, SK Hynix & Micron Face Class Action Lawsuit As Prices Reach Historical High Due To Shortages
Samsung, SK Hynix, and Micron face a class-action lawsuit alleging a coordinated scheme to inflate DRAM prices amid hardware shortages.
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Lenovo says DRAM prices “will never be like last year again”, shares “RAMageddon survival guide”
Lenovo warns that DRAM prices will never return to prior levels and shares a survival guide.
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Technology
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AI is turning Nintendo and Sony products into accidental luxury goods
7 news sources are covering this Technology story right now — PULSE is tracking how fast it spreads.