Micron stock climbs as CEO highlights AI demand for memory [CNBC]
Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Last taiwan semiconductor manufacturing company ltd. earnings: 4/17 04:00 pm
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US:NYSE Investor Relations:
tsmc.com/english/investorrelations/index.htm
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Source: CNBC
are up 52% over the last month, as memory is in a worldwide shortage and seeing a surge of demand. “We see that tightness continuing into 2027, so we see durable industry fundamentals over the foreseeable future, driven by AI demand,” Micron's CEO Sanjay Mehrotra said. In this article Micron stock rose 6% Friday as investors looked to buy AI chip supply chain stocks after Taiwan Semiconductor Manufacturing Company reported robust earnings on Thursday, signaling continued AI infrastructure spending. Shares of Micron, one of the makers of memory and storage for artificial intelligence systems, are up 52% over the last month, as memory is in a worldwide shortage and seeing a surge of demand . Memory is used in AI systems to keep large amounts of data close to the graphics processing unit, or GPU, so it can run large AI models without slowing down. ? AI driven-demand is accelerating,” Micron CEO Sanjay Mehrotra told CNBC's Jim Cramer. “It is real. It is here, and we need more an
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News
- Is It Too Late To Consider TSMC (TWSE:2330) After Its 58% One-Year Surge? [Yahoo! Finance]Yahoo! Finance
- Assessing Taiwan Semiconductor Manufacturing (TWSE:2330) Valuation After Strong Recent Share Price Gains [Yahoo! Finance]Yahoo! Finance
- TSMC: Why I'm Downgrading After The Company's Best Quarter Ever [Seeking Alpha]Seeking Alpha
- Intel Stock Fall Despite Citi Upgrade Amid Foundry Hopes [Yahoo! Finance]Yahoo! Finance
- TSMC Strong Buy: The AI Supercycle Is Outrunning Chip Supply [Seeking Alpha]Seeking Alpha
TSM
Earnings
- 1/16/26 - Beat
TSM
Sec Filings
- 1/15/26 - Form 6-K
- 1/9/26 - Form 6-K
- 1/6/26 - Form 6-K
- TSM's page on the SEC website