Micron confirms the AI infrastructure boom has triggered an "unprecedented" shortage of memory chips, as production capacity ...

As it pertains to AI, Kindig's analysis has been largely been accurate among the hyperscalers. Said differently, when many on ...

Now, it’s worth noting Stock Advisor’s total average return is 955 % — a market-crushing outperformance compared to 196% for ...

Nvidia CEO Jensen Huang plans a late January trip to China to navigate a crucial market for the company's AI chips amidst US ...

Micron Technology, Inc.'s valuation is stretched, competitive catch-up looms & cyclical risks threaten long-term returns.

A new report from Benchlife claims that both AMD and NVIDIA have increased the prices of the GPU-and-memory bundles they ship to add-in-board partners, citing ongoing pressure in the DRAM market.

Supply chain sources have revealed that Nvidia could debut the first laptops featuring its ARM-based N1 and N1X chips in Q1 ...

Artificial intelligence stocks soared to start 2026, boosted by Taiwan Semiconductor’s impressive Q4 report and guidance that ...

The global AI market is expected to hit $3T by 2033, and chipmakers and infrastructure stocks are exploiting the demand boom.

Micron is sounding an alarm that cuts through the usual semiconductor cycle chatter. The company is telling investors and customers that the surge in artificial intelligence workloads is colliding ...

Samsung's upcoming launch of the Galaxy S26 Ultra faces a tough challenge as rising component costs clash with consumer ...

The US has threatened memory makers SK Hynix and Samsung with trade tariffs if the companies don't commit to investing in the ...