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Micron Technology has announced the integration of its advanced LPDDR5X memory and UFS 4.0 storage in Samsung's latest Galaxy S25 series smartphones, enhancing multimodal AI capabilities for users. This development allows real-time AI processing to occur on devices rather than relying solely on cloud services, necessitating high-performance memory and storage. The newly launched Samsung Galaxy S25 Ultra, S25+, and S25 devices aim to offer personalized and context-aware mobile AI experiences by leveraging Micron's memory solutions, which are designed for increased power efficiency and higher data security by enabling local storage. This collaboration underscores Micron's role in advancing mobile AI technology through innovative memory and storage solutions.

• Micron Technology last closed at $103.18 down 1.1%.

In other trading, Cambricon Technologies was a standout up 20% and ending the day at CN¥742.21, close to the 52-week high. In the meantime, GlobalFoundries softened, down 2.7% to close at $44.55.

Micron's expansion into the rapidly growing HBM market could significantly enhance its market share. Click to explore the narrative on how Micron is leveraging this opportunity.

Additionally, you might want to revisit our Market Insights article titled "DeepSeek and Trump's EOs: The Winners And Losers," where we explored the disruptive impact of DeepSeek's R1 model on the AI industry, highlighting its potential to challenge the massive investments in existing GPU infrastructures and considering the broader implications for stakeholders within the AI chipset ecosystem.

Best AI Chip Stocks

• Intel ended the day at $26.09 up 1.4%. On Thursday, Intel presented at Mines and Money Miami with Catherine Tyson discussing responsible sourcing.

• NVIDIA finished trading at $140.11 up 0.6%.

• Advanced Micro Devices settled at $114.17 down 0.5%.

Taking Advantage

• Click here to access our complete index of 54 AI Chip Stocks, which features Texas Instruments, QUALCOMM and SK hynix.

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