Arm Holdings Plc. (ARM), and chipmaking companies like Taiwan Semiconductor Manufacturing Co. (TSM), Micron Technology Inc.

Micron's data center revenue should grow 91% and 38% in FY2025 and FY2026, driven by cloud server DRAM and HBM. Read why I ...

Semiconductor stocks are getting hit with a wave of bearish pressures following news that the U.S. will take new steps to ...

While Micron's partnership with NVIDIA boosts its AI prospects, short-term challenges, including weak consumer spending and geopolitical risks, warrant caution.

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Energy concerns, diversification and industries ripe for AI disruption are at the core of Lip-Bu Tan's investment strategy.

Shares of Micron (NASDAQ: MU) were among the winners this week after the memory-chip specialist benefited from general ...

Risks include the cyclical nature of the semiconductor market and potential AI CapEx overbuild, but current valuations ...

SK Hynix Inc.’s shares slid after record quarterly results failed to impress investors grappling with stagnant smartphone ...

Nvidia stock briefly touched a new record Tuesday following a high-profile speech from its billionaire leader Jensen Huang, ...

South Korea's SK Hynix on Thursday posted a record quarterly profit as the Nvidia supplier saw strong sales of advanced chips ...