Applied Materials will gain from 13–15% foundry growth and WFE demand, with strong margins and a 15%+ discount. Find out why ...

Strategic focus continues to center on AI infrastructure, advanced packaging, and leading-edge logic and memory. KLA raised its advanced packaging revenue target from $850 million last quarter to over ...

Samsung, a long-standing heavyweight in the global chip industry, has taken a rare hit in its core business. For the first time in decades, the company has been overtaken in the memory chip market — a ...

Now, it’s worth noting Stock Advisor's total average return is 1,049% — a market-crushing outperformance compared to 182% for ...

Just a few years ago, Samsung Electronics stood as a leading force in the global semiconductor race, dominating one chip ...

Samsung Electronics reported on Thursday a 55% drop in second-quarter operating profit as delays in high-bandwidth memory ...

We rate Lam’s balance sheet as strong, with net cash and long-dated debt maturities. The company generates strong cash flow and sends most of it back to shareholders, which we like. It targets at ...

Enfabrica, a Silicon Valley-based startup backed by Nvidia, has unveiled a breakthrough product that may significantly ...

SK Hynix has solidified its position as the global market leader after achieving record performance in the High Bandwidth ...

Enfabrica Corp.’s hybrid memory fabric system designed to improve efficiencies in large-scale distributed, memory-bound AI inference workloads is now available.

Generative AI is arguably the most complex application that humankind has ever created, and the math behind it is incredibly ...

Ray Wang of Futurum says SK Hynix will be able to hold on to its lead in high bandwidth memory chip technology despite ...