AI Market Movers · GPUs, accelerators & foundries
Micron
MU
Micron makes HBM, the memory stacked on training GPUs. In this cycle, memory is the other scarce chip.
- Site
- micron.com
- Product
- HBM
Market reaction
Loading market data…
On X
Nvidia's Jensen Huang says he sees no sign of a 2029 memory glut: 'You can always use more'
— CNBC (@CNBC) Oct 22, 2026
Nvidia's Jensen Huang says he sees no sign of a 2029 memory glut: 'You can always use more'
— CNBC Tech (@CNBCtech) Oct 22, 2026
Latest news
Reuters
Samsung to make AMD and Nvidia HBM base dies at second Texas fab, Maeil reportsSamsung Electronics will use its second foundry plant in Taylor, Texas, to produce base dies for high-bandwidth memory (HBM) chips for AMD and Nvidia, South Korea's Maeil Business…
The Information
Smugglers pair Samsung and SK Hynix HBM with throwaway server chips to dodge US export controls, The Information reportsSmugglers are getting high-bandwidth memory from Samsung and SK Hynix into China by bonding it onto cheap, deliberately weak server processors, The Information reports. Because US…
Nikkei Asia
Memory chip makers outearn Alphabet and other tech giants on AI demandThe five leading global memory chip suppliers, including Samsung, SK Hynix, Micron and Kioxia, posted higher combined operating and net profit than five big US tech companies…
CNBC
Nvidia's Jensen Huang says he sees no sign of a 2029 memory glut: 'You can always use more'Nvidia CEO Jensen Huang told CNBC on Thursday, on the sidelines of GTC Berlin, that he doesn't expect a memory oversupply by 2029, after a week-long selloff in memory stocks…
In the Daily
· Closing Time
Will the blue wave slow data center development?The Nasdaq Composite fell nearly 4% and slipped more than 10% below its October record, confirming a correction, as investors fretted that a Democratic sweep will slow data-center buildouts, Investing.com reports, citing Reuters.
· Closing Time
Closing Time: One hacker, an army of AI agentsReuters reports a Chinese-speaking hacker used AI agents to break into websites at more than 100 companies, including Deere, SharkNinja and Cummins, for roughly $5,000 in tokens.
· Morning Brief
The lab wrote its own leashPOLITICO reports Anthropic is quietly pitching lawmakers a draft AI safety bill that would let only Commerce, with a judge’s sign-off, halt a frontier model.
· Closing Time
Closing Time: China puts a lock on its AIReuters reports China proposed export controls on 23 AI technologies on Friday, from models and agents to computing clusters, tightening its grip on tools it sees as vital to national security.
· Closing Time
Closing Time: Google wants its crown backReuters reports Google released Gemini 4 Argon to developers and businesses worldwide, seeking to regain ground on OpenAI and Anthropic after months of delays and a DeepMind shakeup.