Semiconductor News & Analysis Feed

The owner of this website (www.gurufocus.com) has banned the autonomous system number (ASN) your IP address is in (45102) from accessing this website. Please see https://developers.cloudflare.com/support/troubleshooting/http-status-codes/cloudflare-1xxx-errors/error-1005/ for more details. Cloudflare Ray ID: a06fe2d19cb9e623 • Your IP: Click to reveal • Performance & security by Cloudflare

__fail__

__fail__

__fail__

__fail__

__fail__

HOME>MARKET-COMMENTARY MARKET-COMMENTARY Bionic Micron! Memory Stocks Surge; 10K Portfolio Blasts Off Micron’s now a $1T market-cap stock; $10K Portfolio rockets up 25.7% since its start; memory basket names make big gains. Stephen Guilfoyle·May 27, 2026, 7:55 AM EDT COMMENTS You've reached your free article limit You've read 1 of 1 free Pro articles. REGISTER FREE TO READ MORE PRO ARTICLES U

London — Outsized returns for memory-related stocks have helped fuel substantial gains in U.S. and South Korean equity markets in recent years — but market watchers warn investors forget the market’s cyclicality at their own risk. The memory industry has been in a period of sustained growth since the launch of ChatGPT in December 2022, which triggered huge demand for high-bandwidth memory, or HBM

__fail__

__empty__

__fail__

__fail__

__fail__

__fail__