The boom in AI data center building has caused a shortage of memory chips which are also crucial for electronics like ...
Micron stock has surged on excitement around high-bandwidth memory chips but it doesn't have the market to itself.
Memory chips, prices and AI infrastructure are now tightly linked as the global semiconductor market enters what industry ...
Samsung begins HBM4 chip production for Nvidia in February 2026. Micron sold out through 2026. Tight supply benefits all ...
The memory shortage could last into 2027, but this stock is priced like it won't.
The trillion-dollar club features three artificial intelligence (AI) chip stocks, and another could soon join the ranks.
Samsung is set to begin HBM4 production as early as next month to supply Nvidia and challenge SK Hynix's dominance in AI memory, as demand ramps up ahead of Nvidia's next-generation Vera Rubin chip ...
Micron hits record AI-driven revenue, but peak-cycle pricing, rich valuation, and $20B FY2026 CapEx raise oversupply risk.
As AI demand drives prices up, CXMT is overcoming Washington’s curbs to take on Micron and South Korean leaders.
Samsung Electronics Co. is getting close to securing certification from Nvidia Corp. for the latest version of its AI memory chip, called HBM4, making progress in narrowing the gap with rival SK Hynix ...
Commerce Secretary Howard Lutnick is warning memory chipmakers that skipping US investment could mean duties up to 100%. If ...
Dresden-based startup FMC raises another 100 million euros, expands its management team, and plans its own chip factory in ...