SemiPulse — Semiconductor Intelligence

Theartificial intelligence (AI)memory boom has been kind to bothSandisk Corporation(SNDK5.30%)andMicron Technology(MU5.81%). Sandisk shares are up about 560% year to date, while Micron has risen more than 180%. Further, both companies recently posted quarterly results showing record revenue and significant margin expansion.But the two sit in different corners of the memory market. Micron sells the

AI Memory NAND Flash Micron Technology SanDisk High Bandwidth Memory AI Chips Semiconductor Industry DRAM

Harvard's chip expert has a warning for AI memory investors: 'This too will pass' - Fortune

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fortune.com 2026-05-12 Fortune

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Micron Technology Stock Surges as AI Memory Shortage Puts MU at Center of Chip Rally - TechStock²

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ts2.tech 2026-05-11 TechStock²

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SK Hynix Surges 15% to New High: HBM Shortage Until 2028, How Much Longer Can AI Memory King Rise? - TradingKey

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www.tradingkey.com 2026-05-11 TradingKey

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Korea’s AI Memory Dominance May Not Be Enough - ASEAN+3 Macroeconomic Research Office

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amro-asia.org 2026-05-11 ASEAN+3 Macroeconomic Research Office

Established in 2011 by ASEAN+3 Finance Ministers, the ASEAN+3 Macroeconomic Research Office (AMRO) is an international organization that aims to contribute to the macroeconomic and financial resilience and stability in the ASEAN+3 region.Read moreWho We AreMission and VisionOrganizationHistory and MilestonesAnnual ReportsAMRO FactsheetAMRO AgreementWhat We DoMacroeconomic SurveillanceRegional Fina

Semiconductor Industry AI Memory South Korean Technology Southeast Asian Economy Macroeconomic Research ASEAN+3 Technology Innovation Industrial Competition

MU Stock Surges 15% to $746 as AI Memory Supercycle Accelerates and HBM Supply Stays Sold Out - FXLeaders

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www.fxleaders.com 2026-05-11 FXLeaders

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The AI memory squeeze may not ease before 2028

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digitimes.com 2026-05-11

Global memory supply is under severe strain, prompting major cloud service providers to sign multi-year contracts with memory makers and forcing the industry to rethink capacity spending and pricing. The shortage reflects long lead times for new fabs and a strategic shift toward higher-margin memory types.

Transcend chair sees AI memory supercycle

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digitimes.com 2026-05-11

AI will bring an epochal technology revolution, as did the invention of steam power and electricity, according to Transcend Information chairman Chung-Won Shu. He argued that DRAM and NAND flash will face shortages in 2026-2027 and could remain undersupplied in 2028. He said Transcend's multi-level cell (MLC) NAND inventory, bought before certain memory manufacturers stopped production, is enough

Micron Stock Just Became the AI Memory Trade Wall Street Can’t Ignore - TechStock²

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ts2.tech 2026-05-11 TechStock²

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SK hynix AI Memory Crunch: Big Tech Offers to Fund Fabs as Capacity Runs Out - TechStock²

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ts2.tech 2026-05-10 TechStock²

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Micron Surges 38% in a Week, Market Cap Breaks 840 Billion, Can This AI Memory Leader Continue the Rally? - TradingKey

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www.tradingkey.com 2026-05-09 TradingKey

 Search Markets News Analysis Tools Stock Screener Learn    Log in Start for free Analysis Stocks Micron Surges 38% in a Week, Market Cap Breaks 840 Billion, Can This AI Memory Leader Continue the Rally? TradingKey AuthorJay Qian May 9, 2026 4:52 AM AI Podcast 04:22    AI Summary  Overview Key Points Micron Technology's stock has surged due to high demand for AI storage, particularly Hi

Micron Technology AI Memory High Bandwidth Memory Semiconductor Industry Supply and Demand Investment Analysis Stock Price Surge Market Capitalization

Micron’s AI memory rally is still running hot - MSN

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www.msn.com 2026-05-09 MSN

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Micron’s AI memory rally is still running hot - AOL.com

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www.aol.com 2026-05-08 AOL.com

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Micron Rockets 11%, SanDisk Rallies 11%, Western Digital Up 3% on AI Memory Supercycle Bull Case - 24/7 Wall St.

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247wallst.com 2026-05-08 24/7 Wall St.

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Micron’s AI memory rally is still running hot - AOL.com

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www.aol.com 2026-05-08 AOL.com

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