A $1 million investment from an Idaho potato magnate helped Micron Technology grow into one of the world's ‘Big Three’ memory ...

The latest data from the Semiconductor Industry Association shows global semiconductor sales surged another 9.2% in May alone ...

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 decades, semiconductor cycles followed a fairly predictable sequence. Demand improved, companies bought more equipment to make more chips, unit shipments increased so that supply exceed demand, ...

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Sandisk is up more than 530% and Micron over 230% in 2026, reflecting first-half demand for companies benefiting from growing demand for AI. Since then, the Roundhill Memory ETF (DRAM) has fallen 25% ...

Memory chips are a key component of artificial intelligence data centers. The boom in AI data center construction has caused a shortage of semiconductors, which are also crucial for electronics like ...

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 ...