The world’s two largest memory chip companies plan to invest $518 billion, or around 800 trillion won, to build four memory ...

IBM has introduced what it describes as the world’s first chip technology below 1 nanometer, designed to fit nearly 100 ...

Has the so-called “chipwreck” soured Armina Rosenberg on the AI memory makers? Not quite, but a little diversification never ...

Micron Technology and General Motors have signed a long-term strategic agreement to secure the ...

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Dynamic random-access memory (DRAM) and NAND flash memory (NAND) revenue continued strong growth, nearly doubling in revenue in one quarter. Strong AI demand has affected both the DRAM and NAND ...

Following a record-setting year for the semiconductor industry, the start of the new year has continued the momentum, as semiconductor revenue grew 27% in 1Q26 from 4Q25 to reach $319bn, according to ...

Since Omdia began tracking the semiconductor market at a quarterly level in1Q02, this 27% quarter-over-quarter (QoQ) growth is the highest observed. The market has now experienced three consecutive ...

Micron CEO Sanjay Mehrotra said years of aggressive pricing pressure left the memory industry underinvested, contributing to ...

SK Hynix ​said it would invest 100 trillion won ($64.38 billion) to build new chip plants, including one for NAND flash ...

Memory stocks are surging as AI fuels HBM/DRAM/NAND shortages and pricing power at Micron, Samsung, SK Hynix. Click for more.

The AI memory shortage that began squeezing hyperscaler supply chains in 2025 has now entered its second calendar year, with Micron Technology guiding fiscal Q4 2026 revenue to roughly $50 billion and ...