Micron

Samsung and SK Hynix fell 8-9% on June 26, sending the Korean benchmark down 5.81% and halting trade for 20 minutes, while Tokyo's Nikkei surged 4.6% on the same chip data

MacBook Neo rises $100 to $699, MacBook Air rises $200 to $1,299; Apple says memory and storage prices jumped faster than the company has ever seen, driven by AI data-centre appetite outcompeting consumer hardware

SK Hynix surged 13% and Samsung 5% after Micron's record quarterly results confirmed HBM dominance; Korea's benchmark hit an all-time high as Japan's crossed 70,000 for the first time

Fiscal Q3 2026 reported June 24, record revenue on AI memory, data-centre revenue up ~150%, full-year HBM capacity already booked

Beijing investigates memory pricing, fines could reach $2.5B, while domestic champion CXMT files for a $4.2B IPO and nears third-largest by wafer capacity

Jensen Huang confirms Samsung, SK Hynix and Micron passed HBM4 qual on June 5; SK Hynix holds ~60-70% of Rubin volume, 12-layer stacks priced above $600