Section
DRAM, NAND, SSDs and storage infrastructure
Memory & Storage
Micron raised fiscal 2026 capex to $30.712 billion and posted a record 87.0% gross margin, yet slowing price gains, new 2027 wafer supply and a 28.74% monthly share decline test the bull case.
seagate-s-firecuda-forge-revives-hybrid-drives-at-699-for-8tb
winbond-chairman-memory-prices-have-peaked-ai-buildout-funded-through
recycled-dram-may-reach-9-of-smartphones-trendforce-says
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micron-rises-6-before-a-35-16-billion-buyback-starts
micron-trades-42-below-peak-yet-analyst-sees-no-margin-of-safety
reballed-memory-set-to-double-in-smartphones-trendforce-says
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64gb-pc-share-falls-18-as-memory-prices-bite-cpu-z-data-shows
64gb-ram-pcs-fall-18-as-dram-prices-push-buyers-downmarket
memory-to-hit-62-of-chip-revenue-techinsights-says
