As AI demand drives prices up, CXMT is overcoming Washington’s curbs to take on Micron and South Korean leaders.

Why Micron is surging

The semiconductor manufacturer Micron is surging ahead because of its dominance in the industry. This is good news for ...
AI companies’ need for a once obscure and affordable type of microchip threatens to drive up prices of all electronics—and ...
Micron's valuation is continuing to surge today as the pricing outlook for its memory chips across both enterprise artificial intelligence ( AI) and consumer categories keeps strengthening. News that ...
SK Hynix, Samsung Electronics Co. Ltd. (OTC:SSNLF), and global rivals, including Taiwan Semiconductor Manufacturing Company ...
Intel Corp. today showcased a new class of Intel Core Ultra X9 and X7 processors, the first new chips built on its most ...
Commerce Secretary Howard Lutnick said South Korean memory chipmakers and Taiwanese companies that aren’t investing in the US may face up to 100% tariffs unless they commit to increased production on ...
South Korean firm will invest in an advanced packaging plant in Cheongju to expand HBM supply as AI demand tightens memory.
Micron plans to begin construction at last on its so-called “megafab” in upstate New York. The massive memory-chip ...
As devices from toys to cars get smarter at the Consumer Electronics Show, gadget makers are grappling with a shortage of ...
Rising memory chip costs driven by AI and high-performance computing are expected to raise prices of smartphones, laptops and ...
I've been investing in stocks since the early 1990s, and joined Wall Street's sell side nearly 30 years ago, so I remember ...