Micron and TSMC are at the core of the AI build-out.

SK hynix is expanding high-bandwidth memory, DRAM, NAND and advanced packaging capacity across South Korea as AI drives ...

SK hynix approved about $38.1 billion for two memory fabs, but new HBM and NAND capacity may not ease AI-driven supply pressure until 2029.

Wells Fargo highlighted semiconductor billings for June released by the Semiconductor Industry Association, or SIA, with ...

A top Wall Street chip analyst says the semiconductor selloff gripping markets has almost nothing to do with actual supply ...

NEO Semiconductor, a leading innovator in advanced AI and memory technologies, today announced the launch of NEO.AI, its next-generation AI memory platform designed to solve the two most significant ...

Morgan Stanley, a global investment bank (IB), recently assessed that the sharp correction in memory semiconductor stocks has ...

Sandisk is up more than 530% and Micron over 230% in 2026, reflecting first-half demand for companies benefiting from growing demand for AI. Since then, the Roundhill Memory ETF (DRAM) has fallen 25% ...

The semiconductor-heavy MSCI Asia Pacific index has lost about 10% of its value since June 22. Is this a temporary dip or a ...