The AI memory chip market could hit $476 billion by 2030. We break down what's driving the supercycle, who stands to gain, ...

Arm Holdings has the potential to become one of the most important chip companies in AI inference. The company's energy-efficient processor designs are already in strong demand, and its move into ...

The artificial intelligence (AI) era continues to gain momentum. Total capital expenditures among top AI companies could hit $700 billion this year. All these investments have driven a chip supercycle ...

Kioxia shares are up 590%+ in 2026 and SK Hynix prepares for $28bn listing on Nasdaq. We examine whether this historic memory ...

The memory industry's soaring revenue should ensure that the red-hot rally of these stocks continues.

The chip industry seems to be the only game in town lately. The Philadelphia Semiconductor Index, known as the SOX, has risen 48% this year. Bourses in Taiwan, South Korea and Japan are riding the ...

Memory has emerged as one of the most critical components in the artificial intelligence (AI) chip stack. While accelerator chips such as central processing units (CPUs), application-specific ...