AI companies’ need for a once obscure and affordable type of microchip threatens to drive up prices of all electronics—and ...

The global memory chip shortage is deepening in early 2026, as relentless AI-driven demand strains supply chains and begins to reshape market winners and losers, Oxford Economics warns.

Micron (MU) stock jumps 8% as global memory shortage persists, fueled by soaring AI chip demand and strategic U.S. and Taiwan ...

Super Micro Computer sank in December, along with other skittishness in the AI datacenter market. The company has strong ...

There's only so much RAM to go around, and with data centers seen as the priority, smartphone and laptop makers may have to ...

Honda has postponed the reopening of a plant in China and manufacturers of consumer electronics are warning of price ...

TSMC said it plans to boost its capital expenditure budget to $52 billion-$56 billion for 2026, up from about $40 billion ...

Data center chip market was valued at $11.7 billion in 2022, and is estimated to reach $45.3 billion by 2032, growing at a CAGR of 14.6% WILMINGTON, DE, UNITED STATES ...

Nvidia is growing quickly, but is posting record profit margins that could reverse if AI infrastructure supply matches demand. The stock trades at a high P/E ratio. Nvidia stock is not guaranteed to ...

Explore the fierce rivalry between AMD and Intel, the two giants dominating the PC processor market. Discover their ...

A ‘chip-for-chip’ policy would guarantee a domestic market for American-made semiconductors. The United States just made a national-security decision that’s hard to square with decades of previous ...