AMD gains AI chip momentum with high-bandwidth memory, accelerating revenue, 30%+ data center growth, and a 1.2 PEG for ...
SK Hynix, Samsung Electronics Co. Ltd. (OTC:SSNLF), and global rivals, including Taiwan Semiconductor Manufacturing Company ...
Micron has been in the spotlight, but another company is also benefiting from the memory boom. Lam Research stock has more than doubled in 2025, and it still trades at a reasonable valuation. This ...
Samsung Electronics Co.’s quarterly profit more than tripled to a record high after global demand for AI servers sharply ...
Surging data centre investment by AI giants tightens RAM and NAND supply squeezing mid tier devices as makers weigh hikes ...
Micron Technology (NASDAQ:MU) has shown remarkable performance, with its stock rising approximately 170% year-to-date, establishing it as a prominent player in the semiconductor sector. This surge is ...
Marvell's $3.8B acquisitions of Celestial AI and XConn target optical interconnects and CXL switching for next-gen AI ...
In October 2025, Samsung Electronics and SK Hynix struck a deal with OpenAI, which saw the three companies sign a letter of intent for the eventual supply of 900,000 DRAM wafers a month in order to ...
Samsung Electronics is close to finalizing negotiations with Nvidia to supply more than 30% of its sixth-generation high-bandwidth memory (HBM4) for 2026, aiming to regain market share after setbacks ...
SK Hynix recently announced a major investment in a new South Korean plant. The Icheon-based company will spend $12.9 billion to develop a facility dedicated to advanced ...