The three major memory chip manufacturers — Micron, Samsung, and SK hynix — are reportedly becoming stricter when it comes to chip orders. Sources tell Nikkei Asia that the companies will conduct more ...

Both Taiwan Semiconductor (NASDAQ:TSM) and Advanced Micro Devices (NASDAQ:AMD) have been great long-term picks for investors. That’s a fact most investors are well aware of. That said, these companies ...

In recent months, I’ve argued that ASML (NASDAQ:ASML) should sit on every investor’s radar because of its near-monopoly in extreme ultraviolet (EUV) lithography — the critical technology powering the ...

Memory chip makers have seen their stocks soar. Demand from AI data centers has outweighed supply, creating an "unprecedented" shortage. Analysts say the dynamic supports an AI-fueled memory ...

Samsung Electronics stock gained on Monday following a report that it will start large-scale production of the next generation of high-bandwidth memory chips as soon as this month. That lays down a ...

Citi highlights four semiconductor picks with strong upside from AI boom. Power and analog chip makers gain as AI data center demand rises. AI infrastructure spending keeps rising as hyperscalers race ...

The world is seeing a full-blown RAM crisis in 2026 due to the hardware needed to power the AI boom. That spells trouble for ...

AI demand is triggering a historic memory-chip shortage. Meeting exponential demand for chips will be expensive and maybe even impossible. To secure capacity for AI systems, tech giants are buying up ...

Advanced Micro Devices said Tuesday it has agreed to sell up to $60 billion worth of artificial intelligence chips to Meta Platforms over five years in a deal that allows the Facebook owner to ...

Shares of technology companies ticked up as weakness in the economically sensitive memory-chip sub-sector was offset by strength elsewhere. Shares of Broadcom rose slightly after the chip designer ...