The artificial intelligence boom is driving an unprecedented surge in memory and storage demand, propelling a select group of ...

AI has transformed memory from a boom-and-bust commodity into critical infrastructure, sending forecasts to levels that would ...

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UBS said the semiconductor upcycle remains intact despite the July pullback, with the industry moving from a period of ...

Semiconductor exposure through ETFs has become increasingly concentrated in Asian markets and in bottleneck segments like memory.

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% ...

Micron Technology (NASDAQ: MU) rallied some 15% today after reporting top- and bottom-line growth for its fiscal Q1 that Morgan Stanley dubbed the “best in the history of the US semis industry” ...

Memory giants Micron, SK Hynix and Samsung have led a rally in semiconductor stocks this year. Memory prices surged in 2025 and are likely to increase further in 2026 as demand for these chips which ...

The semiconductor sector has performed well this year overall. AI infrastructure spending has been a significant tailwind for growth this year. However, not every chip stock deserves a spot in your ...

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 ...