Quick Read AI inference, reasoning, and larger context windows are driving an unprecedented surge in demand for both ...

RBC Capital Markets has begun coverage of the semiconductor and semicap space with a neutral stance, arguing that cooling momentum after a powerful AI-driven rally warrants a more balanced approach to ...

On January 6, CNBC reported that semiconductor stocks started the year strongly, driven primarily by rising demand from AI.

In a note to clients on Friday, Mizuho analysts highlighted a mix of core semiconductor names and key outperformers for 2026, citing strong AI-driven demand and select memory and networking ...

TL;DR: SK hynix CEO Kwak Noh-Jung unveiled the "Full Stack AI Memory Creator" vision at the SK AI Summit 2025, emphasizing collaboration to overcome AI memory challenges. SK hynix aims to lead AI ...

AI-driven memory and storage shortages may push DRAM up 50%+ in 2026, aiding Micron, Sandisk, Nvidia and more while ...

Lam Research reported $3.87 billion in revenue last quarter, surpassing analyst expectations. Its strong operating margin of 29% and a return on equity of 45% indicate solid financial health. It will ...

PLAINVIEW, N.Y., Dec. 01, 2025 (GLOBE NEWSWIRE) -- Veeco Instruments Inc. (NASDAQ: VECO) today announced that a leading semiconductor memory company has selected Veeco’s laser spike annealing (LSA ...

Taiwan's memory module vendor Moment Semiconductor expects shipments for consumer devices to improve in the second half of 2024, driven by new applications like AI PCs. Save my User ID and Password ...

Oversubscribed financing round consisting of €77 million in Series C equity capital, led by HV Capital and DTCF, and €23 million in public funding, marking one of the largest capital rounds in the ...