RBC forecasts AI semis to jump from $220B in 2025 to $550B+ by 2028, highlighting HBM demand, GPU dominance and key stock ...

Despite the slight dip in November sales, Morgan Stanley's analysts are still bullish on the semiconductor industry and said ...

Computing & Data Storage will lead all segments in semiconductor revenue growth rising 41.4% YoY in 2026 to exceed $500bn, ...

Memory Surge Propels SK Hynix to Third in Semiconductor Rankings AI-driven demand fuels memory super cycle as SK Hynix, ...

AI companies’ need for a once obscure and affordable type of microchip threatens to drive up prices of all electronics—and ...

At the UBS Greater China Conference 2026 held in Shanghai on Wednesday, Jimmy Yu, China Technology Semiconductor Analyst at ...

As data centres scale up to support AI workloads, memory and storage have emerged as unexpected pressure points creating ...

Micron (MU) stock jumps 8% as global memory shortage persists, fueled by soaring AI chip demand and strategic U.S. and Taiwan ...

It has been a while since the chip makers have been as prominent as they were at CES 2026, notwithstanding a memory crunch ...

South Korean firm will invest in an advanced packaging plant in Cheongju to expand HBM supply as AI demand tightens memory.

SK Hynix plans to accelerate the opening of a new factory by three months and will also begin operating another new plant in ...

At the 2025 PDF Solutions Users Conference, CEO John Kibarian delivered a wide-ranging keynote that positioned the ...