The world’s two largest memory chip companies plan to invest $518 billion, or around 800 trillion won, to build four memory ...
Anthropic is reportedly discussing a possible partnership with Samsung to develop and manufacture a custom artificial intelligence chip. The talks remain ...
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AI stock up 500%? Time to trim and buy into chickens
Has the so-called “chipwreck” soured Armina Rosenberg on the AI memory makers? Not quite, but a little diversification never ...
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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 ...
For the first time, a research team has demonstrated an artificial intelligence semiconductor technology that integrates the ...
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 ...
By Hyunjoo Jin SEOUL, July 2 (Reuters) - SK Hynix said it would invest 100 trillion won ($64.38 billion) to build new chip ...
The global semiconductor market is on track to nearly double in 2026, reaching US$1.51 trillion — a 90% year-over-year increase — driven overwhelmingly by an extraordinary surge in memory chip demand, ...
SK Hynix will spend $51.46bn on a new NAND fab in Cheongju by 2029, part of a $64bn package as AI-driven memory demand strains supply.
The AI boom has turned memory chip manufacturers like Micron and SK Hynix from cyclical businesses into a sizzling hot growth ...
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