For decades, semiconductor cycles followed a fairly predictable sequence. Demand improved, companies bought more equipment to make more chips, unit shipments increased so that supply exceed demand, ...

Dynamic random-access memory (DRAM) and NAND flash memory (NAND) revenue continued strong growth, nearly doubling in revenue in one quarter. Strong AI demand has affected both the DRAM and NAND ...

Memory chips are a key component of artificial intelligence data centers. The boom in AI data center construction has caused a shortage of semiconductors, which are also crucial for electronics like ...

AI semiconductors have seen explosive growth, fueled by record hyperscaler capital expenditure and a compounding buildout cycle. As large-scale inference and agentic AI initiatives ramp up, memory has ...

This voice experience is generated by AI. Learn more. This voice experience is generated by AI. Learn more. Hand holding ram memory chips inside gaming pc, symbolizing hardware shortages and rising ...

Diluted magnetic semiconductors (DMS) are conventional semiconductor hosts into which a small fraction of magnetic ions has been introduced, yielding materials that combine charge transport with ...

Following a record-setting year for the semiconductor industry, the start of the new year has continued the momentum, as semiconductor revenue grew 27% in 1Q26 from 4Q25 to reach $319bn, according to ...