ASML reported record orders and lifted 2026 sales guidance as AI investment drives equipment demand, even as China exposure ...

Intel said Thursday it expects its CPU shortage to peak in the first quarter as the company indicated that the ongoing AI ...

By Hyunjoo Jin and Heekyong Yang SEOUL, Jan 29 (Reuters) - Samsung Electronics forecast a worsening chip shortage this year ...

China's semiconductor supply chain is sending a clear signal: a wave of "chip inflation" driven by mature-node manufacturing, memory, and packaging costs is no longer theoretical; it is becoming a ...

Demand from AI data centers has led to a surge in memory chip prices, taking a toll on sales, margins of leading consumer electronics makers.

The world's largest contract chipmaker has now posted year-over-year profit growth for eight consecutive quarters. TSMC said advanced chips measuring 7-nanometer or smaller made up 77% of total wafer ...

Samsung Electronics Co. Ltd. is expecting to cash in big time on the artificial intelligence chip bonanza, forecasting a three-fold increase in its fourth-quarter operating profit thanks to surging ...

Micron Technology, Inc. MU generated record revenues of $37.38 billion in fiscal 2025, mainly driven by strong momentum in its data center business as demand for artificial intelligence (AI) ...

JPMorgan picks Nvidia, Broadcom, and Micron as top AI chip stocks for 2026 with industry revenue expected to grow 15% and AI spending hitting $200B.

Investors chasing artificial intelligence returns have crowded into the obvious chip leaders, but the biggest percentage gains often accrue to the companies that quietly supply the infrastructure ...