Netlist has prompted the US International Trade Commission (ITC) to investigate Micron, Supermicro, HPE, and Lenovo for allegedly infringing four of Netlist's patents related to DDR5 RDIMMs and MRDIMMs memory technology. The ITC will decide if Micron's memory products should be banned from import into the US. Netlist seeks exclusion and cease and desist orders to stop these imports, continuing its enforcement after a prior agreement with Samsung set a precedent. The investigation is expected to proceed quickly, potentially reaching trial within a year.
Micron Technology (MU) trades at USD 1,054.32 as of Sep 24, 2026 19:14 WIB, down 1.64% for the day on Pluang. This price is below its 52-week high of $1.21K but well above its 52-week low of $156.83, showing a wide range of movement over the past year. Despite the ongoing investigation by the US International Trade Commission, Pluang investors show a balanced sentiment with 49% selling and 51% buying activity.
Jason Chen, Acer's chairman, claims the memory chip shortage story is a facade, pointing to China's increasing production capacity as the real factor that will deflate the current DRAM and NAND price bubble by mid-2027. He argues that major suppliers...
NVIDIA is positioned for significant gains in 2027, potentially reaching $350 per share, driven by strong AI hardware demand and robust earnings growth. Wall Street consensus targets $327.70, supported by rising earnings estimates and consistent beat...
An analyst's $2,400 price target on SanDisk triggered a strong rally across memory stocks like Micron and Western Digital due to tight NAND supply and longer contracts. The shift is driven by AI infrastructure demand, making NAND a critical system co...
SK Hynix shares dropped 3% even after Wolfe Research increased its price target from $200 to $250, reflecting confidence in improving memory pricing and strong demand through 2028. The decline is part of a broader sell-off in memory and storage stock...
Bank of America and UBS have maintained their 'buy' ratings on Micron Technology, highlighting sustained demand for memory products, improving pricing, and potential shareholder returns as key growth drivers. BofA noted the importance of maintaining ...
