Micron topped a $1 trillion market value for the first time on Tuesday as shares surged 19% on AI-driven demand for memory chips. The milestone highlights how explosive AI growth is lifting a new group of chipmakers beyond Nvidia's early dominance.
Micron is among a fresh crop of chipmakers benefiting from the next stage of the AI race.
Explosive demand for AI has led to a global memory shortage that chipmakers like Micron are struggling to fill.
Tap a lens to see what this story means for you.
Liked this? The Brief brings you the whole day in tech, verified, every morning.
Two minutes, free forever. What's in The Brief →
See what’s happening right now
The Feed runs all day — short, verified briefs the moment they break.
Open the FeedFollow @thecircuitry_
Every story we publish, as it happens. No noise between.
Reader-supported
The Circuitry is a passion project I've always wanted to build, and I love the work behind it.
Running it costs real money. APIs, hosting, time. To keep improving the site and growing this into something useful for everyone, those costs have to be covered.
Any contribution is appreciated. If not, no pressure. Thanks for reading.
GlobalFoundries signed a multi-year US$2 billion agreement with TSMC on October 8, 2026 to manufacture silicon interposers at its Malta, New York fab. The deal creates the first US-based source of silicon interposers for TSMC's CoWoS advanced packaging ecosystem.
Anthropic has launched the Anthropic Cyber Mission to support defenders of critical infrastructure and open-source software with models, engineers, and tools. The initiative starts with the Critical Infrastructure Defense Program and free OSS Scanner amid ongoing challenges in verifying and fixing vulnerabilities.
Anthropic released Claude Haiku 5.5, its cheapest and fastest small model, at $0.10 per million input tokens and $0.50 per million output tokens for prompts up to 100,000 tokens. Anthropic says it costs around 75% less to run than Haiku 4.5 on average and scores far higher on its benchmarks.
OpenAI released 722 mathematical manuscripts, grouped into 372 result families, produced by an unreleased internal model. The papers are on GitHub, with Lean formalizations for many but not all of them, and OpenAI warns some unformalized results could have issues.
Meta and Microsoft are cutting employee use of Anthropic’s Claude AI and directing staff toward their own coding tools, The Information reported. The changes reflect tighter internal AI budgets while customer access to Claude through Microsoft platforms continues to expand.
