Crucial is a casualty of AI's hunger for RAM

Micron Technology is winding down its consumer-facing Crucial brand to focus on providing RAM and other components to the AI industry, The Wall Street Journal reports. The company plans to continue sh [...]

Micron is spending $10bn on a lab betting the memory cycle has changed

Micron is putting $10bn into a research lab built on the premise that AI has permanently changed what memory is worth. The company announced Micron Research Labs on Thursday, headquartered in Boise, I [...]

Anthropic and Micron want to co-design AI memory architecture

Micron is investing in Anthropic's Series H round and getting a multi-year deal to supply memory for Claude's infrastructure. Anthropic co-founder Tom Brown calls memory critical to training [...]

Micron Unveils Micron Research Labs With $10B Decade-Long Memory and AI Research Push

Micron Technology announced on August 20, 2026 that it is standing up Micron Research Labs, a U.S.-based long-horizon research institution headquartered in Boise, Idaho, backed by a planned $10 billio [...]

Trump administration official says some CHIPS Act companies won't need to give up equity

Last week, the Trump administration said it might take a stake in Intel in exchange for the $10.86 billion in federal grants the company is receiving from the Chips and Science (CHIPS) Act. However, n [...]

Micron approaches $1tn as UBS sees a path to $1.8tn over 12 months

Timothy Arcuri lifted his price target to $1,625 from $535 on the back of long-term HBM supply agreements that, in his read, compress the boom-bust memory cycle into something closer to a structural d [...]

Micron and Anthropic sign a multi-year AI memory supply deal

The chipmaker will supply high-bandwidth memory, DRAM, and SSDs for Claude’s data centres, run Anthropic’s models internally, and take a stake in its latest funding round. Micron Technology and An [...]

Musk thanks Micron for chips, and builds a $55bn fab to replace it

Memory chips are the oil of the AI boom, and right now they are hard to get. So when Elon Musk used Tesla’s quarterly call to publicly thank Micron, it was worth noticing. Suppliers rarely get shout [...]

Micron briefly surpassed Meta and Tesla in market value. Its stock is up 236% in a month.

Micron Technology briefly surpassed Meta and Tesla in market valuation on Thursday, closing the week at roughly $1.27 trillion. The stock has soared over 236% in the past month alone, reaching $1,132 [...]