Two chipmakers recently surged in value, both crossing the trillion-dollar valuation line within a day of each other. It's another unexpected gold rush, thanks to the AI boom. South Korean company SK ...

Everyone’s chasing obvious AI semiconductor names. NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) sits at a $5.15 trillion market cap. Taiwan Semiconductor Manufacturing (NYSE:TSM) is up 39% year to ...

Three major chipmakers gained about $2 trillion in combined market value during the second quarter as investors expanded their artificial intelligence holdings beyond Nvidia.

The three companies that control high-bandwidth memory — the chip at the bottleneck of every AI server on earth — crossed $1 trillion in market capitalization in the same month for the first time in ...

Samsung posted record profit growth, driven by demand for AI-linked memory. Chip shortages lifted prices, boosting earnings across the memory segment. The AI boom strengthened Samsung’s position in ...

Micron's market valued doubled from $500 billion to $1 trillion in record time, but most analysts think the stock is overvalued.

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, ...

ACMR’s equipment gap versus memory makers like Micron (MU) could close if the memory supercycle stretches into 2027, but tariff escalation or a memory glut could derail the thesis. Everyone's chasing ...