We already knew SK Hynix had multiple new memory chip fabs in the works, but completion of any of them was still too far off ...

While second quarter revenue was softer than anticipated, we made significant progress in both wafer-level burn-in and ...

OpenAI Needs to up its game as Google ramps up Gemini3 models and new TPUs. They may have found the answer in Cerebras.

Hardware giants like Apple, HP, and Dell face a "crisis" as soaring memory chip prices, driven by unprecedented demand and a ...

Micron and Applied Digital both benefit from bottlenecks in the artificial intelligence (AI) infrastructure buildout.

The surging demand for memory has contributed to what the technology research firm IDC calls “an unprecedented memory chip ...

RBC Capital Markets says AI bubble concerns haven't derailed the semiconductor outlook, with hyperscale spending set to stay ...

Soaring prices for memory and storage components have turned companies like Sandisk Corp., Micron Technology Inc. and Western ...

If GenAI is going to go mainstream and not just be a bubble that helps prop up the global economy for a couple of years, AI ...

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

Memory chip makers are trying to keep the AI beast fed, and as part of that effort, SK hynix is speeding up plans to open a ...

Wells Fargo upgrades KLA & Lam to Overweight on accelerating wafer fab equipment demand, boosts price targets; see key ...