Joseph Moore of Morgan Stanley and Beth Kindig of the I/O Fund both listed Micron Technology ( MU +5.06%) at the top of their ...

The boom in AI data center building has caused a shortage of memory chips which are also crucial for electronics like ...

Memory Surge Propels SK Hynix to Third in Semiconductor Rankings AI-driven demand fuels memory super cycle as SK Hynix, ...

The jump in AI infrastructure spending in 2026 is going to be a catalyst for the semiconductor industry. Let's look at a couple of names that are not just attractively valued, but growing at a healthy ...

TL;DR: SK hynix CEO Kwak Noh-Jung unveiled the "Full Stack AI Memory Creator" vision at the SK AI Summit 2025, emphasizing collaboration to overcome AI memory challenges. SK hynix aims to lead AI ...

Summary: To ring in 2026, our 24/7 Wall St. Analysts Eric Bleeker and Austin Smith are counting down 12 trends for AI ...

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SAN JOSE, Calif., Nov. 18, 2025 (GLOBE NEWSWIRE) -- Astera Labs, Inc. (ALAB), a leader in semiconductor-based connectivity solutions for rack-scale AI infrastructure, today announced its Leo CXL Smart ...

Memory giants Micron, SK Hynix and Samsung have led a rally in semiconductor stocks this year. Memory prices surged in 2025 and are likely to increase further in 2026 as demand for these chips which ...

The portfolio manager has sold all his shares in this top chip stock.