Better AI Stock: Micron or Western Digital?

Better AI Stock: Micron or Western Digital?

AI's most valuable opportunity may be hiding behind the processors. See which critical suppliers could benefit as memory and storage demand accelerates.

Samsung Just Announced More RAM Production, and It's All About Keeping Apple Happy

Samsung is increasing RAM production so that Apple won’t bring in Chinese RAM manufacturers. Due to the current RAM shortage, mostly due to AI, companies like Apple are looking at other companies in China and other countries that could provide the same RAM at cheaper prices. Currently, Samsung, SK Hynix, and Micron own about 90% of the market, which allows them to really set the prices for everything that uses RAM. And that’s what has led to the…

Apple Wants Chinese Memory Chips — Micron Wants Them Banned

Apple is lobbying the White House to source Chinese memory chips for international iPhones, but Micron is warning of dire consequences for US manufacturing.Read More...

Samsung works to increase supply so that Apple doesn’t buy Chinese memory

Apple can't source mobile memory chips from Chinese suppliers currently due to restrictions imposed by the US government. The company has been lobbying the administration to lift those restrictions, effectively arguing that current sky-high memory chip prices are unbearable. Samsung, a top beneficiary of the current memory super cycle, is reportedly taking some steps to improve commodity DRAM supply in the short term so that it can better meet …

Micron Technology is opposing Apple’s push for permission to buy Chinese memory chips

Micron Technology is opposing Apple’s push for permission to buy Chinese memory chips.