Competition in the AI semiconductor market is expanding beyond high bandwidth memory (HBM) to server low-power dynamic random-access memory (DRAM) modules known as Socamm2.

It could boil down to picking your favorite AI bottleneck with these two stocks.

A prolonged U.S.-Israel war against Iran could lead to shortages of key chipmaking materials and higher energy costs which ...

Google emerged as one of Samsung Electronics’ top five customers for the first time last year, underscoring how the global ...

Samsung broke above a market cap of $1 trillion last month before tumbling back down. But AI's hunger for memory is set to send it back to $1 trillion and keep it there.

Explosive growth in AI workloads is forcing the storage industry to pack more data onto disks to meet demand from cloud giants Memory price hikes are likely to become "the new normal" for the next few ...

Micron stock rose 5.1% on Monday and gained another 6.4% on Tuesday to trade at $414.25. The stock remains about 5.2% below its all-time closing high of $437.80 recorded on February 2.

Automotive industry analysts are forecasting another microchip shortage in the coming months, which could increase risks for production halts as costs skyrocket.

Applied Materials and Micron Technology will partner to develop next-generation memory chips to power artificial-intelligence systems. The companies on Tuesday said the collaboration aims to ...

Bank of America reinstates Qualcomm (QCOM) with an Underperform rating, citing Apple loss, rising memory costs and competition—get key risks and ...

The Invesco Discovery Fund outperformed its benchmark in Q4 2025, driven by strong stock selection in IT and industrials. Read the full analysis for more details.

Institutional investors are aggressively buying Aditya Infotech Limited shares even as promoters and Dixon Technologies trim stakes. Here’s why.