memory

All three major memory chipmakers crossed $1 trillion in market cap within weeks as AI demand, sold-out HBM4 capacity, and a landmark UBS upgrade triggered a historic valuation surge.

Lam Research reported record Q3 FY2026 revenue of $5.84 billion on April 22, beat estimates, and raised its 2026 wafer fab equipment forecast from $135 billion to $140 billion with bias to the upside.

South Korean memory giant reported 37.6 trillion won in operating profit on 52.6 trillion won in revenue, a 405% year-over-year jump and the highest operating margin in its history at 72%, as HBM and high-density server DRAM rode an AI-driven demand wave.

One year after Liberation Day, the collision of Trump-era tariffs with hyperscaler memory hoarding has pushed PC prices up 15-20 percent, forced vendors to exit budget segments, and reshaped the consumer electronics supply chain.

Google Research unveils TurboQuant, a training-free compression algorithm that reduces LLM key-value cache memory by 6x and boosts inference throughput up to 8x, sending SK Hynix and Samsung shares down 5-6 percent.

Micron Technology posted record fiscal Q2 revenue of 23.9 billion dollars, nearly tripling year over year on surging AI memory demand, while guiding fiscal Q3 to 33.5 billion dollars -- a single quarter that would exceed its entire annual revenue through fiscal 2024.

Samsung begins commercial HBM4 shipments with 3 TB/s bandwidth per stack, gaining a timing edge over SK Hynix as memory becomes the critical bottleneck in AI infrastructure.