A walkout at one of the world's key memory chip hubs threatens supply just as AI demand peaks, and puts Taiwan's profit-sharing norms to the test.

A Chinese DRAM maker just changed the competitive math for Samsung, SK Hynix, and Micron - and for every buyer of memory chips.

Fiscal Q3 results crush estimates, prove AI memory is rewriting Micron's margins, and change the momentum math for the whole chip stack.