Micron set to benefit from memory supply tightness through 2026; Piper Sandler hikes price target

Piper Sandler boosts Micron to $400 on tight memory supply through 2026; bullish on Onsemi, Skyworks & Qualcomm.

PC sales set for a 2026 downturn as memory demand hits other devices

Omdia is expecting memory shortages to impact PC sales in 2026, with OEMs likely to focus on high-end devices as a result of ...