Seagate Technology CEO, Dave Mosley warns AI-driven memory demand is outpacing production capacity growth.

Seagate CEO Dave Mosley's comment sent shares sinking, along with those of Micron, SanDisk and Western Digital.

Ben Reitzes raised price targets on Micron, SanDisk and Intel, arguing that long-term supply agreements tied to AI infrastructure demand are making earnings more predictable for…

Micron, Seagate, and Western Digital drop premarket. AI supply chain worries and capacity fears trigger a memory chip stock selloff.

Seagate Technology CEO, Dave Mosley warns AI-driven memory demand is outpacing production capacity growth.

SanDisk (SNDK) stock dips slightly on broader tech capacity fears. See why Citi targets a $2,025 as AI demand drives a 186% flash memory price explosion in 2026.