AMD has released a portfolio of data center GPUs for AI workloads, but it's going in a slightly different direction with its ...

A top Micron executive warns the global semiconductor memory shortage, fueled by the AI boom, is severe and could extend ...

In the logic chip world, there is no bigger manufacturer than Taiwan Semiconductor (NYSE: TSM). In the memory world, it's a ...

Samsung and SK Hynix hit record Q1 2026 earnings. Compare their AI memory strategies, analyst ratings, and find out which ...

The choice between the Roundhill Memory ETF (CBOE:DRAM) and the iShares Semiconductor ETF (NASDAQ:SOXX) looks like a ...

Intense demand has propelled memory stocks such as Micron and Sandisk to be among 2026's biggest AI winners, but the trend ...

Introduction For decades, semiconductor cycles followed a fairly predictable sequence. Demand improved, companies bought more ...

Rising Chinese output and shifting investment patterns may weigh on the semiconductor sector’s outlook, Samsung adviser says.

SK Hynix posted yet another quarter of record profit and revenue, as prices for its products continue to surge amid strong AI demand.

The semiconductor equipment industry is entering 2026 with a stronger demand backdrop than the broader cyclical slump of 2022 ...

Memory prices are set to rise for consumers. No major new production capacity is expected in the next 18 months. This will ...