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.

Semiconductor stocks are getting hit with a wave of bearish pressures following news that the U.S. will take new steps to ...

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 ...

While Micron's partnership with NVIDIA boosts its AI prospects, short-term challenges, including weak consumer spending and geopolitical risks, warrant caution.

SK Hynix Inc. reported a record quarterly profit after the company extended its lead in advanced memory chips for datacenters ...

SK Hynix Inc., a major supplier of memory chips, has announced record quarterly earnings. However, investors have reacted ...

South Korea's SK Hynix on Thursday posted a record quarterly profit as the Nvidia supplier saw strong sales of advanced chips ...

Nvidia, Micron, and TSMC occupy important positions in the AI chip space, and each company is seeing a significant valuation pullback today. Nvidia, Micron, and TSMC fall on expanded AI chip ...