The rapid rise of artificial intelligence is no longer affecting just software development or cutting-edge research labs.

Although Q1 2026 revenue was down 2% year over year, the company credited its “strong results” to AI-computing-driven demand.

TL;DR: The US government plans to impose 100% tariffs on offshore DRAM chips to boost domestic semiconductor manufacturing, pressuring companies like SK hynix, Samsung, and Taiwanese firms to produce ...

Applied Materials is gaining from a surge in HBM demand, while Amkor Technology grapples with softer demand across some of ...

Harding Loevner discusses how the AI investment surge drives structural growth for emerging market semiconductor firms. Read the full analysis for more details.

The US Department of Defense briefly updated its Section 1260H "Chinese Military Companies" list before withdrawing it within an hour, adding major Chinese technology firms including Alibaba, Baidu, ...

Big Tech’s 2026 capex surge boosts AI chips: semis, memory supercycle, TSMC strength, NVDA/AVGO upside—get the key stock themes to watch now.

Micron Technology, Inc. (NASDAQ:MU) is one of the AI stocks currently on Wall Street’s radar. Intensifying DRAM shortages and ...

The AI infrastructure buildout is creating shortages of components including various types of chips. Prices of some components like advanced memory have surged. These pieces of hardware also are used ...

Hynix announced it has developed the world’s first 2Gigabit mobile DRAM using 54nm process technology. This product provides twice as much storage capacity over current 1Gb mobile solution which has ...

Forge Nano's breakthrough changes that equation completely by simultaneously delivering 1000:1 aspect ratio conformality, ALD-quality film uniformity and speed. This is one of the rare semiconductor ...