As of the end of the fourth quarter of 2025, South Korea's SK Hynix and Samsung controlled 57% and 22% of the global revenue ...

Analysts have lifted their fair value estimate for Samsung Electronics from ₩193,661.4 to ₩239,873.49, putting fresh attention on what is driving the updated price target thinking. The shift comes ...

India's Semiconductor Mission (ISM) 2.0 is set to prioritize the production of high bandwidth memory (HBM), crucial for AI data centers.

I’ve been watching the memory semiconductor cycle for years now, and I can’t stop thinking about a comment from a market ...

Semiconductor Industry Shifts to Contract Model via AI Long-term agreements and customized HBM reshape sector amid AI demand surge ...

AI semiconductors have seen explosive growth, fueled by record hyperscaler capital expenditure and a compounding buildout ...

Nvidia and Broadcom are both seeing huge demand for their cutting-edge chips.

A number of semiconductor and AI-related software stocks were dropping during Thursday trading amid a broader sell-off in the ...

Micron posts record $23.86B revenue vs SanDisk's 31% sales growth. Compare AI memory exposure, margins, and analyst targets ...

Sony has suspended orders for several CFexpress and SD cards, citing supply constraints linked to the ongoing global memory ...

SK hynix’s potential U.S. listing could raise $10-$14 billion to help it build more capacity, encourage others to follow, and ...

S urging demand for memory chips and related equipment amid the AI boom has boosted shares of EO Technics in South Korea by ...