The world has a memory problem, thanks to artificial intelligence. The explosion in AI-related cloud computing and data centers has led to so much demand for certain types of memory chips that now ...

Intel (INTC) has agreed to manufacture semiconductors for Achronix Semiconductor. What makes the deal notable is that Intel will provide its current top production technology. That is a first for the ...

The Commerce Department’s imminent Section 232 investigation — launched in April and expected to conclude soon — may fundamentally shift how the United States acquires semiconductors. The chips ...

During the quarter, we initiated a 3.5% position in Taiwan Semiconductor, the world's foremost semiconductor manufacturer. TSMC is making chips at two nanometers and is working on 1.4 nanometer chips.

SEOUL, Oct 30 (Reuters) - Samsung Electronics (005930.KS), opens new tab expects demand for memory chips for the global AI infrastructure build-out to far outstrip the company's supply, and said on ...