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.

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

TL;DR: Samsung, SK hynix, and Micron are accelerating development of 16-Hi HBM4 memory chips for NVIDIA's 2026 supply, overcoming complex DRAM stacking and wafer thickness challenges. This next-gen ...

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 ...

Creative Strategies, a technology-related market research and analysis firm, published a report in December 2025 on the growth and future forecasts for the semiconductor industry. The report points ...

TOKYO--(BUSINESS WIRE)--Kioxia Corporation, a world leader in memory solutions, today announced that the company’s research papers have been accepted for presentation at IEEE International Electron ...

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 ...

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 ...

The ISP2454-LX family from Insight SIP is a Bluetooth Low Energy module platform built on Nordic Semiconductor’s nRF54L15 SoC ...