Taiwan Semiconductor Manufacturing is expecting strong demand from its customers in 2025.
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 remain bullish on MU stock.
Energy concerns, diversification and industries ripe for AI disruption are at the core of Lip-Bu Tan's investment strategy.
Risks include the cyclical nature of the semiconductor market and potential AI CapEx overbuild, but current valuations ...
SK Hynix Inc., a major supplier of memory chips, has announced record quarterly earnings. However, investors have reacted ...
SK Hynix Inc. reported a record quarterly profit after the company extended its lead in advanced memory chips for datacenters ...
South Korea's SK Hynix forecast sales of its high-end semiconductors used in generative artificial intelligence chipsets ...
South Korea's SK Hynix on Thursday posted a record quarterly profit as the Nvidia supplier saw strong sales of advanced chips ...
South Korea's SK Hynix on Thursday posted a record quarterly profit as the Nvidia supplier saw strong sales of advanced chips ...
South Korea's SK Hynix on Thursday posted a record quarterly profit as the Nvidia supplier saw strong sales of advanced chips ...
AMD made an impression on the market in 2024. The company's revenue reached $6.8 billion in the third quarter, an 18% increase year-over-year. This growth was largely driven by record data center ...