The AI rally has taken many forms, and now the crucial bottleneck appears to be memory. Specifically, the high-bandwidth DRAM and NAND that only a handful of global companies can produce at scale. Micron Technology

Micron's revenue has surged by over four times, reaching $41.46 billion in its fiscal third quarter, driven by the booming AI sector and a global memory crunch. The company's…

Chip stocks surged on Wednesday, adding over $400 billion in market value, fueled by optimistic forecasts from Micron Technology and Qualcomm. Micron's strong outlook for memory…