10 stories tagged #Sanjay Mehrotra

  1. Trade Groups Warn White House: AI’s Appetite for Memory Chips Is Starving Critical Industries
    tech

    Trade Groups Warn White House: AI’s Appetite for Memory Chips Is Starving Critical Industries

    Nine US trade associations warned the Trump administration that intervening in the memory chip market could cripple automotive, medical, and broadband sectors amid an AI-driven supply crisis.

    last wk. 1 min read
  2. Micron Technology Surges Over 270% as AI Demand Creates a Memory Chip Powerhouse
    finance

    Micron Technology Surges Over 270% as AI Demand Creates a Memory Chip Powerhouse

    Micron's stock skyrockets in 2026 as high-bandwidth memory sales for artificial intelligence drive revenue to record heights, reshaping investment flows.

    last wk. 1 min read
  3. Micron's Record Q3 Revenue Fuels Investor Confidence in AI Memory Boom
    finance

    Micron's Record Q3 Revenue Fuels Investor Confidence in AI Memory Boom

    Micron Technology posts record Q3 2026 revenue of $41.5B, driven by insatiable AI demand for high-bandwidth memory, with shares jumping 15% after hours.

    2w ago 1 min read
  4. Micron Projects Over $50 Billion in Sales, Riding AI Memory Shortage
    finance

    Micron Projects Over $50 Billion in Sales, Riding AI Memory Shortage

    Micron Technology forecasts revenue exceeding $50 billion for fiscal 2026, fueled by sold-out HBM chips for AI data centers as structural shortages persist and gross margins climb sharply.

    2w ago 1 min read
  5. Micron Projects Record Revenue as AI-Driven Memory Demand Soars
    tech

    Micron Projects Record Revenue as AI-Driven Memory Demand Soars

    Micron Technology beat Wall Street's Q3 estimates with $41.5B revenue and forecast Q4 at $50B as AI-fueled demand for high-bandwidth memory chips tightens supply. The only U.S. high-end memory maker expects constraints beyond 2027 and plans $10B in capital spending.

    2w ago 1 min read
  6. Micron Technology Set for Surging Earnings Amid AI Demand
    tech

    Micron Technology Set for Surging Earnings Amid AI Demand

    Micron Technology anticipates a staggering 1,000% profit growth in Q3 2026, driven by robust AI memory demand.

    3w ago 1 min read
  7. AI Memory Boom Squeezes Consumer Tech as Chipmakers Pivot Production
    tech

    AI Memory Boom Squeezes Consumer Tech as Chipmakers Pivot Production

    Samsung, SK Hynix, and Micron have shifted 93% of capacity to AI memory, driving up consumer electronics costs and extending chip shortages through 2030.

    3w ago 1 min read
  8. Micron CEO Warns Memory Chip Shortage to Stretch Beyond 2026
    tech

    Micron CEO Warns Memory Chip Shortage to Stretch Beyond 2026

    Micron CEO Sanjay Mehrotra sees memory chip shortage lasting beyond 2026 due to AI demand; record revenue but supply constrained.

    last mo. 1 min read