Big tech stocks continue to fuel the artificial intelligence (AI) narrative, but I see one chip stock as largely ignored and ...

The tech industry's hyperscalers have reported second-quarter earnings, and one main theme has emerged: They continue to ...

ChangXin Memory Technologies (CXMT) has restarted major facility investments to ramp up DRAM output and fast-track ...

Micron reports record Q3 FY2025 revenue of $9.30B, driven by DRAM and HBM growth. Discover insights into their unique ...

Semiconductor maker Micron just raised its guidance thanks to the booming AI data center demand for its memory chips.

SK Hynix is partnering with flash memory manufacturer Sandisk to jointly promote the standardization of High Bandwidth Flash ...

MU projects high-teen DRAM demand growth in 2025, fueled by AI-driven applications and record data center sales.

High Bandwidth Memory chips, designed to rapidly feed data to powerful AI accelerators, are expected to grow in demand by ...

Chinese tech firms are leveraging software improvements to compensate for limited access to advanced hardware.

China seeks US easing on AI chip export rules for HBM memory chips ahead of Trump-Xi summit, targeting restrictions on Huawei ...

Huawei’s announcement today could relieve some of this pressure on China’s domestic chip industry, with the software allowing ...

SK Hynix sees the AI-focused High Bandwidth Memory market growing about 30% each year to 2030, approaching $98B. Holding 70% ...