Risks include the cyclical nature of the semiconductor market and potential AI CapEx overbuild, but current valuations ...

My bearish view on Micron has been ill-timed, as the stock has rallied hard since, prompting me to revisit my views. Explore ...

Samsung, SK Hynix, Micron, Western Digital and Kioxia apparently want to ensure higher NAND flash prices again.

Equipped with a Phison E27T controller and a 232-layer Micron QLC NAND, the Crucial P310 offers sequential read speeds up to ...

About Micron Technology, Inc. We are an industry leader in innovative memory a The industry’s first E3.S 60TB SSD, the Micron ION 6550 delivers best-in-class energy efficiency at up to 67% more ...

We recently published a list of 10 Undervalued Semiconductor Stocks to Buy According to Analysts. In this article, we are ...

This is the last of my blogs on the 2025 CES in Las Vegas. In this blog I will talk about meetings with Phison, Weebit Nano, Seagate Technology and OWC. I also discuss my meetings with Ambiq ...

We recently compiled a list of the 10 Best Semiconductor Stocks to Buy for the AI Boom. In this article, we are going to take ...

While accessing data from SSDs may introduce slight latency compared to DRAM, the trade-off includes lower system costs and ...

Western Digital's second-quarter fiscal 2025 revenues are expected to be at the mid-point of its previously issued guidance, but EPS is likely to hit the lower end.

Mizuho Securities analyst Vijay Rakesh maintained a Buy rating on Western Digital (WDC – Research Report) today and set a price target of ...