All signs point to another strong quarterly report from Micron.
Semiconductor industry revenue is expected to reach $1.5 trillion this year, driven mostly by memory chips.
If both stocks can deliver on expectations and have their valuations rise to the 20 times trailing earnings price target they ...
Since troughing on July 29, the semiconductor sector has been recovering steadily with the OpenAI ChatGPT-6 Astra release ...
A top chip analyst just went on national television to argue that memory prices will punish even Apple for years, and the ...
AI chips and memory chips have been two of the hottest AI sectors, but focusing exclusively on chips may cause investors to miss out on another big opportunity in the artificial intelligence (AI) ...
Kepler Computing lands $245 million in CHIPS Act funding for ferroelectric RAM technology it claims can solve the AI-driven ...
SK Hynix shares fell amid a broader memory chip sector pullback, despite strong AI-driven demand and recent upgrades from ...
Global wafer-fabrication-equipment spending is projected to rise 16.9% to $135.2 billion in 2026. DRAM and NAND equipment spending is growing faster than the broader market as AI increases demand for ...
The artificial intelligence boom is reshaping the economics of the semiconductor industry, delivering windfall profits for ...
CXMT, one of China’s biggest memory-chip makers, posted a sharp jump in first-half sales and profit as artificial-intelligence companies scrambled for scarce memory supply, the latest evidence that it ...