The boom in AI data center building has caused a shortage of memory chips which are also crucial for electronics like smartphones.

BNP Paribas expects this tight DRAM and NAND backdrop to keep lifting earnings at Seagate, SanDisk, Western Digital, and Micron, after already hiking targets on all four as preferred ways to play the current memory supercycle.

By Heekyong Yang and Hyunjoo Jin SEOUL, Jan 29 (Reuters) - Two of the world's top chipmakers warned on Thursday that computer and smartphone companies were set to bear the brunt of a worsening shortage of DRAM chips used in their products,

But first, the bald numbers. SK Hynix raked in 97 trillion KRW in revenues in 2025. That's about $67 billion dollars in old money. Profits, meanwhile, hit $33 billion, giving the company stellar operating margins of 49%.

Oota, 63, will succeed Nobuo Hayasaka, 70, who will become a senior executive adviser. The leadership change will take effect following shareholder approval at the company’s annual meeting scheduled for June,

Semiconductor stocks look poised for further gains as investment in artificial intelligence (AI) infrastructure accelerates.

Micron Technology has committed investments of $24 billion to expand its memory chip production within Singapore.

AI companies’ need for a once obscure and affordable type of microchip threatens to drive up prices of all electronics—and limit data-center ambitions.

U.S. memory chip maker Micron Technology is preparing to announce a major new manufacturing capacity investment in Singapore, signaling an aggressive expansion to meet surging global demand for memory chips.

The US-based memory chipmaker Micron Technology has announced plans to invest $20 billion in a chip manufacturing plant in Singapore in a bid to ease global supply shortfall and boost output.

Micron is planning to invest $24 billion to boost memory chip manufacturing capacity in Singapore with the construction of a new chip fab. The company announced today (January 27), at a groundbreaking ceremony, that it was planning to build the facility over the next decade to help meet the growing demand for NAND memory chips.

Micron stock has surged on excitement around high-bandwidth memory chips but it doesn't have the market to itself.