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2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Micron vs. Sandisk: Which Stock Is the Better Buy for the AI Memory Boom?
Jack Delaney, The Motley Fool
Thu, July 2, 2026 at 6:30 AM PDT 6 min read
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Outside of electricity and processing power, one of the biggest bottlenecks controlling the pace of the artificial intelligence infrastructure build-out is the amount of m
2026-07-02
www.fool.com
2026-07-02
The Motley Fool
Outside of electricity and processing power, one of the biggest bottlenecks controlling the pace of the artificial intelligence infrastructure build-out is the amount of memory chips and data storage solutions available. Demand far exceeds supply right now, and that has allowed both Micron Technology (
MU
+0.24%
) and Sandisk (
SNDK
+1.20%
) to thrive.
Each offers different solutions, but both ha
2026-07-02
www.tradingkey.com
2026-07-02
TradingKey
Micron shares recently retraced over 10% from record highs, reflecting a sector-wide memory market reset despite an 855% annual gain. Fiscal Q3 results surpassed expectations with $41.46 billion in revenue, supported by a structural supply-demand imbalance and robust long-term agreements, including a strategic deal with GM. While management anticipates growth through 2027, potential headwinds incl
2026-07-02
seekingalpha.com
2026-07-02
Seeking Alpha
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2026-07-02
seekingalpha.com
2026-07-02
Seeking Alpha
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2026-07-02
srnnews.com
2026-07-02
SRN News
LONDON, July 2 (Reuters) – Higher prices for smartphones, laptops and other electronics are inevitable later this year due to a global memory chip shortage, the boss of Currys, Britain’s biggest consumer electricals retailer, warned on Thursday.
Chief Executive Alex Baldock said AI and data centres were eating up the world’s supply of silicon.
“Less (is) left over for the likes of mobile phones
2026-07-02
www.933thedrive.com
2026-07-02
93.3 The Drive
By James Davey
LONDON, July 2 (Reuters) – Higher prices for smartphones, laptops and other electronics are inevitable later this year due to a global memory chip shortage, the boss of Currys, Britain’s biggest consumer electricals retailer, warned on Thursday.
Chief Executive Alex Baldock said AI and data centres were eating up the world’s supply of silicon.
“Less (is) left over for the likes
2026-07-02
www.barrons.com
2026-07-02
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2026-07-02
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2026-07-02
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2026-07-02
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2026-07-02
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2026-07-02
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2026-07-02
www.channelnewsasia.com
2026-07-02
CNA
Business
UK's Currys warns memory chip shortage will push up prices
FILE PHOTO: People walk past a Currys store in London, Britain, January 6, 2026. REUTERS/Corey Rudy/File Photo
02 Jul 2026 05:31PM
(Updated: 02 Jul 2026 05:35PM)
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2026-07-02
South China Morning Post
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Published: 4:46pm, 2 Jul 2026
As China’s leading DRAM maker ChangXin Me
2026-07-02
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2026-07-02
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2026-07-02
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2026-07-02
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UK's Currys warns memory chip shortage will push up prices
UK's Currys warns memory chip shortage will push up prices
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2026-07-02
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UK's Currys says memory chip shortage will mean price rises
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2026-07-02
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2026-07-02
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2026-07-02
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2026-07-02
TrendForce
[News] SK hynix Reportedly Removes Price Cap in Memory Long-Term Agreements, Diverging from Micron
2026-07-02 Semiconductors editor
News
Please note that this article cites information from Green Economy News, Busan Ilbo, ZDNet and Reuters.
As Micron announced another major Strategic Customer Agreement (SCA) with General Motors, the structure of global memory makers’ long-term supply agr
2026-07-02
www.reuters.com
2026-07-02
Reuters
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