Sandisk is up 552% year-to-date, while Intel and Micron have spiked more than 175%. Here's what behind the move.

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 ...

TOKYO--(BUSINESS WIRE)--Kioxia Corporation, a world leader in memory solutions, today announced that the company’s research papers have been accepted for presentation at IEEE International Electron ...

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 ...

Invesco Semiconductors ETF (PSI) gained 45% over the past year but trails VanEck Semiconductor ETF (SMH) with 16% year-to-date. Micron Technology (MU) is PSI’s largest holding at 6.5% and posted Q4 ...

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, ...

The global technology companies are constantly investing heavily in data centres, advanced chips, and memory systems to ...

CXMT is stoking fears that its blockbuster stock market debut could pull cash from China's equities.

LONDON--(BUSINESS WIRE)-- Omdia has significantly raised its semiconductor revenue forecast for 2026 to 62.7%, again reflecting unprecedented growth in DRAM and NAND driven by sustained demand and ...

Yole Group launches its Semiconductor Device Monitor, a new quarterly intelligence database decoding the market forces reshaping the global semiconductor industry ...