AI-driven HBM shift, 2026 sold-out contracts, rising margins and EPS amid low valuation. Read more macro analysis here.

Lisa Su, AMD's chief executive officer (CEO), is scheduled to visit South Korea to discuss cooperation plans with Samsung Electronics, Naver, and other companies, according to industry sources.

Micron Technology (NYSE:MU) has delivered stunning returns for investors who got in early. The stock is up 185% over the last six months alone and has more than quadrupled in the past year. Despite ...

It could boil down to picking your favorite AI bottleneck with these two stocks.

Micron has been a surprise AI winner.

Investors can expect more upside from this red-hot chip stock.

The global AI boom is driving up smartphone and tablet production costs, as memory suppliers divert more capacity toward high-bandwidth memory (HBM) for AI accelerators. Samsung Electronics and SK ...

Deutsche Bank raises target to $500, Needham to $450 as Q1 revenue hits $13.6B and AI memory demand stays fully booked through 2026.