Hardware designers such as Nvidia, which more than doubled its revenue year-over-year, are the main suppliers of the picks ...
Samsung and SK hynix readying another gouge as server silicon squeeze leaves PCs and phones out in the cold Memory prices are ...
There's only so much RAM to go around, and with data centers seen as the priority, smartphone and laptop makers may have to ...
As devices from toys to cars get smarter at the Consumer Electronics Show, gadget makers are grappling with a shortage of ...
The three newly listed makers of semiconductors are lossmaking, and none has sales worth more than a tenth of their bigger ...
The memory chip stocks have been really heating up to start the year, thanks in part to the AI-driven RAM shortage, which ...
Samsung Electronics and SK hynix face surging demand as Apple, Google, Microsoft, Nvidia and Amazon scramble for DRAM amid a ...
Analysts say consumers will shoulder the cost. Daniel at Macquarie expects electronics prices to rise 10% to 20% in 2026. CW ...
Investors might be well served to look beyond semiconductor makers to take part in the AI boom — and more toward the ...
As AI companies snap up memory chips, smartphone and PC makers face higher costs and tighter supply — which could lead to ...
The electronics materials business is on the upswing. One big driver—the boom in data center construction to run artificial ...
New AI data centres are pushing up the price of laptops, but that hasn’t stopped a host of new devices appearing at the world ...