As the chip sector officially enters a bear market, a BofA analyst says the recent pressure is merely "a summer reset, not a fundamental reversal." It's been a volatile stretch for the sector, with ...

As the chip sector falls into bear-market territory, a BofA analyst says the recent pressure is merely "a summer reset, not a fundamental reversal." It's been a volatile stretch for the sector, with ...

Sanjay Mehrotra, President and Chief Executive Officer of Micron Technology Inc. Heather Ainsworth&solBloomberg via Getty Images J.R. Simplot never dealt with small potatoes. This is a man who dropped ...

AI memory stocks tumbled as investors took profits after IBM-fueled gains, but analysts remain bullish on long-term demand.

Inventec, a key supplier to US hyperscalers, warned that DRAM and CPU gaps are widening and could dent Q3 server shipments, ...

ASML raised its sales forecast and plans to expand capacity after strong AI demand, while various other chipmakers saw stock ...

SNDK's NAND flash surge delivered 251% revenue growth while MU's HBM leadership drove 346% growth, both fueled by accelerating AI infrastructure demand. Micron trades at just 6x forward earnings with ...

A single report on Chinese memory chip makers sent Micron tumbling and pulled Intel, AMD, and Marvell down with it, raising a ...

Intel 18A foundry yield has reached 85%, per a KeyBanc report backed by ASML’s confirmation that Intel is the first company ...

A new 990 NVMe SSD from Samsung is always welcome, but I’d be happier if it were faster with long writes and cheaper.

The competition for infrastructure investment driven by artificial intelligence (AI) continues, intensifying the global ...