Chip-equipment companies are getting unprecedented visibility into companies’ supply plans, a UBS analyst says.
HONG KONG(AP) — Taiwan’s leading computer chip maker, TSMC, said Thursday that its net profit surged nearly 40% in the last quarter, boosted by the surge in use of artificial intelligence. Taiwan ...
The AI data center building boom isn’t fueling just water shortage concerns and GPU-maker Nvidia’s coffers. It is now also firmly making memory chip makers and their investors significantly richer.
TOKYO—Atsuyoshi Koike dreams of making computer chips on the moon. First, though, he has to prove he can do it on earth. Koike is the public face of Japan’s multibillion-dollar effort to muscle back ...
As devices from toys to cars get smarter at the Consumer Electronics Show, gadget makers are grappling with a shortage of memory and storage needed for them to work. Dwindling supplies and soaring ...
Memory chip makers have been riding a wave of surging demand that's boosted pricing power and profit projections in the historically volatile sector. Rather than a one-time shortage in need of a ...
PCWorld reports that CPU shortages are intensifying as AI data centers compete with PC makers for limited chip supplies, extending lead times from weeks to months. Consumer PC prices may surge up to ...
President Donald Trump’s ambiguous plans for 100% tariffs on computer chips that aren’t made in the U.S. are stoking ...
Yesterday, two of the largest memory makers, Micron Technology and Sandisk, saw their stock prices soar more than 11% in a single trading session. And those gains are small potatoes compared to their ...