Sandisk and Micron are two of the hottest stocks on the market.

Roundhill recently launched an exchange-traded fund that invests exclusively in memory stocks.

While rivals fight over the scarcest part in AI hardware, Intel is betting it can win by using less of it.

A few weeks ago, First Trade chronicled the record streak of gains in semiconductor stocks. The Philadelphia Semiconductor Index (SOX) was entering its 18th straight day, which ended up being the ...

The hyperscalers may not be profiting yet from their massive infrastructure spending, but the hardware companies are.

Dell Technologies Inc, HP Inc and other tech companies are warning of potential memory-chip supply shortages in the coming ...

AI chip company Cerebras will begin trading on the public market Thursday, the first of what is expected to be a handful of major AI-based initial public offerings in 2026. Cerebr ...

AI's rapid expansion increases demand for high-performance memory, especially HBM, leading to supply shortages and price hikes across the industry. Shifting focus to HBM fabrication risks causing ...

SK Hynix claims a 30% reduction in thermal resistance for its new chip design integrating cooling inside HBM memory stacks.

WASHINGTON, June 3 (Reuters) - The drastic shift of memory chips to artificial intelligence data centers could lead to dramatic price hikes in consumer goods and disrupt supply chains, groups ...

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