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Structural demand from AI and next-gen data centers is reshaping Micron's future--and its valuation hasn't caught up ...
Samsung Electronics is intensifying its bid to break into Nvidia's high-bandwidth memory (HBM) supply chain after lagging ...
China pushes US for AI chip rule rollback in trade talks, seeking HBM memory chip access for Huawei and SMIC development ...
Big tech stocks continue to fuel the artificial intelligence (AI) narrative, but I see one chip stock as largely ignored and ...
The tech industry's hyperscalers have reported second-quarter earnings, and one main theme has emerged: They continue to ...
Below are the top DIGITIMES Asia stories from August 11 to 17, 2025. Leading the headlines: Apple is preparing to launch a ...
High Bandwidth Memory chips, designed to rapidly feed data to powerful AI accelerators, are expected to grow in demand by ...
Chinese tech firms are leveraging software improvements to compensate for limited access to advanced hardware.
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Zacks.com on MSNMicron Eyes High-Teen DRAM Demand Growth: Is It Sustainable?
MU projects high-teen DRAM demand growth in 2025, fueled by AI-driven applications and record data center sales.
Silicon Box is another semiconductor packaging upstart featured in the Silicon 100 report; it specializes in the production ...
In a surprising reversal of the United States’ years-long technology restrictions on China, President Donald Trump last month ...
Huawei’s announcement today could relieve some of this pressure on China’s domestic chip industry, with the software allowing ...
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