South Korea’s SK Hynix is leaning into the memory-chip boom with a $13 billion plan to build a processor-packaging plant in ...
Memory giants Micron, SK Hynix and Samsung have led a rally in semiconductor stocks this year. Memory prices surged in 2025 ...
SK Hynix, Samsung, TSMC, and Micron are investing billions to meet demand for high-bandwidth memory and advanced chips for ...
SK Hynix Inc, a key supplier to Nvidia and one of the worlds largest memory chipmakers, announced plans to invest 19 trillion ...
Massive hyperscaler capacity buildouts drove up global semiconductor spending by 21% year over year to $793 billion in 2025, ...
Micron hits record AI-driven revenue, but peak-cycle pricing, rich valuation, and $20B FY2026 CapEx raise oversupply risk.
The world’s largest memory-chip maker has been benefiting from a surge in semiconductor prices over the past year ...
Nvidia has become the first company to surpass $100 billion in annual semiconductor revenue as the gap widens between the AI infrastructure giant and other vendors.
Micron plans to begin construction at last on its so-called “megafab” in upstate New York. The massive memory-chip ...
This article first appeared on GuruFocus. Micron Technology Inc. (MU, Financials) is once again in the spotlight. The ...
The report from tech research company Gartner said that AI semiconductors - including processors, high‑bandwidth memory and ...
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