Micron claims memory supply will remain tight while Goldman Sachs names targets for South Korean equities.

The entities involved

• Micron Technology →

  American multinational corporation based in Boise, Idaho

  • A market sell-off hit major chip companies (AMD, Intel, Micron, Samsung, Nvidia) as the AI trade cooled and investors entered risk-off mode.Mon 17:34
  • Hyperscalers are competing for AI market share, driving high demand for semiconductors and boosting corporate profits.Mon 16:49
• Goldman Sachs →

  American investment bank

  • US-Iran truce aims to reopen Strait of Hormuz amid global monetary policy shifts and oil price drops.Mon 17:37
  • Goldman Sachs, Morgan Stanley, JPMorgan Chase, and Bank of America are competing in the global investment banking sector.Mon 17:24

Related events

• Goldman Sachs released new estimates regarding the current demand trends for DRAM products.Sep 21
• Micron is exiting the consumer SSD and RAM business to focus on datacenter profits.Aug 26
• Micron Technology increases investments in memory infrastructure while favorable market dynamics and shortages drive gains for the sector.Jun 17
• Market sentiment in the memory chip sector is shifting due to potential FED rate decisions and competitive pressure from Chinese manufacturers.Jul 29
• Micron announced a major AI memory research lab in Boise, reinforcing its position as a key memory supplier.Aug 28