"With fiscal and monetary stimulus in the pipeline and peak tariff headwinds likely behind us, we expect supportive guidance," said David Lefkowitz, head of U.S. equities at UBS Global Wealth ...

Massive hyperscaler capacity buildouts drove up global semiconductor spending by 21% year over year to $793 billion in 2025, ...

MU shares surged over 200% in 2025 on booming HBM demand, record revenues and cash flow, and upbeat guidance that suggests ...

Memory makers just can't churn out their DRAM fast enough. On the heels of an AI-driven shortage, SK Hynix on Tuesday ...

Nvidia has become the first company to surpass $100 billion in annual semiconductor revenue as the gap widens between the AI infrastructure giant and other vendors.

This isn't about memory chips, but implementable logic blocks for chip vendors, and it's a significant milestone for the ...

Nvidia has been the biggest beneficiary of the artificial intelligence revolution so far, but another chip stock may be about ...

Gigabyte has a track record of pushing DDR5 memory to its limits but, generally speaking, that much DDR5-7200 memory is ...

Researchers propose low-latency topologies and processing-in-network as memory and interconnect bottlenecks threaten ...

SK Hynix has announced this week it will invest 19 trillion won (or $12.90 billion) into a new advanced chip packaging ...

The rapid construction of AI infrastructure is causing a shortage in high bandwidth memory. Tom Mainelli, vice president of ...

Sandisk is advancing proprietary high-bandwidth flash (HBF), collaborating with SK Hynix, targeting integration with major ...