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Memory Chips

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RAM Crunch Hits Steam Deck OLED Availability, Valve Warns
technology8 days ago

RAM Crunch Hits Steam Deck OLED Availability, Valve Warns

Valve says the Steam Deck OLED may be intermittently unavailable in some regions due to a RAM shortage, with US and Japan stockouts cited. After earlier delays tied to memory and storage constraints, Valve still plans to ship the Steam Machine, Steam Frame VR headset, and Steam Controller in early 2026 but remains cautious about component availability and pricing. The RAM crisis is affecting the wider tech industry, fueling talk of potential PS6 delays into 2028–2029 and price pressures for Nintendo.

via GamesIndustry.biz|
#hardware-shortages#memory-chips#ram-shortage
AI-Fueled Memory Rally: Micron Stock Set to Extend Its Run
business10 days ago

AI-Fueled Memory Rally: Micron Stock Set to Extend Its Run

Micron Technology’s stock is forecast to extend its rally as AI data-center demand drives memory-chip sales (HBM, server DRAM, and DDR5). The company posted FY25 sales of $37.38 billion with earnings strength expected to continue, as FY26/FY27 EPS are revised higher (around $33.22 and $44.95). With a long-running Zacks Rank #1 and shares up more than 40% in 2026 after a sharp rise last year, MU trades near 12x forward earnings, suggesting further upside if AI demand remains durable.

via Zacks Investment Research|
#ai-hardware#business#eps-revisions
Memory chips spark 2026 sales surge among top tech stocks
technology17 days ago

Memory chips spark 2026 sales surge among top tech stocks

MarketWatch identifies 20 of 82 large-cap tech names with the fastest projected 2026 sales growth, led by Sandisk (SNDK) at about 131% and Micron (MU) at 65.5%; Palantir (PLTR), Nvidia (NVDA), Broadcom (AVGO) and others follow, with Palantir guiding to roughly 61% revenue growth in 2026 per its earnings, and Wedbush calling Palantir a top tech pick. The trend skews toward hardware and AI-related winners as Google and Amazon lift capex for chipmakers, while several names trade at lower forward P/Es than the IT sector despite higher earnings forecasts. Overall, the 2026 sales growth for these names far surpasses the S&P 500 information-technology sector’s expected ~17% sales growth for the year.

via MarketWatch|
#artificial-intelligence#investing#memory-chips
Micron’s AI memory boom could push MU stock higher
business23 days ago

Micron’s AI memory boom could push MU stock higher

Micron Technology is riding AI-driven demand for memory, especially HBM chips used with Nvidia/AMD GPUs; data-center revenue surged and management sees strong near-term growth, with Q2 revenue forecast up about 132% year over year to $18.7 billion and earnings of roughly $8.19 per share. The CEO says the data-center HBM market could top $100 billion by 2028, underpinning continued profit growth as AI workloads expand into smartphones and PCs. After a 239% rally in 2025 and further gains in early 2026, MU trades at a forward P/E around 12.2, implying potential upside if AI demand remains robust, though the semiconductor cycle remains cyclical and upside may temper.

via The Motley Fool|
#artificial-intelligence#business#data-centers
Micron's AI Memory Boom Could Drive Long-Term Stock Gains
business1 month ago

Micron's AI Memory Boom Could Drive Long-Term Stock Gains

Micron Technology is riding a surge in AI‑driven demand for memory chips, boosting revenue, cash flow and buybacks. With a forward P/E around 11.5 and a projected $100 billion high‑bandwidth memory TAM by 2028, the stock trades at a material discount to growth peers, implying potential upside as AI data‑center spend remains robust. Yet memory is cyclical, so a long‑term horizon is prudent as buybacks reduce shares and earnings grow, even if near‑term growth moderates.

via The Motley Fool|
#ai-data-centers#business#buybacks
Micron and Rivian: A $1,000 Play for AI Chips and Electric Trucks in 2026
investing1 month ago

Micron and Rivian: A $1,000 Play for AI Chips and Electric Trucks in 2026

The piece argues that a $1,000 stake in Micron Technology and Rivian Automotive could yield meaningful long‑term gains in 2026 and beyond: Micron benefits from booming AI data‑center memory demand, reporting 57% revenue growth to $13.6B and about $8.4B in free cash flow in its fiscal Q1, while trading at a forward P/E around 11.5; Rivian, despite near‑term EV headwinds and reduced government incentives, has room to grow as Ford retreats from EVs and it expands with new products, supported by a low valuation (P/S around 3.2) and solid revenue growth (Q3 revenue up 78% YoY to $1.56B). Still, macro policy shifts and sector cycles pose risks to this thesis.

via The Motley Fool|
#ai-demand#electric-vehicles#investing
TSMC veteran Mark Liu bets on Micron’s upside with $7.8 million open-market buy
technology1 month ago

TSMC veteran Mark Liu bets on Micron’s upside with $7.8 million open-market buy

Micron Technology board member Mark Liu disclosed an open-market purchase of 23,200 Micron shares for about $7.8 million, lifting his stake to around 25,910 shares. The move signals strong conviction in Micron’s continued rally as AI-driven demand for memory chips supports pricing, even as the stock trades among the market’s cheaper names.

via MarketWatch|
#insider-buying#mark-liu#memory-chips