Teradyne TER is benefiting from the growing demand for memory test solutions, particularly driven by advancements in AI ...

RBC forecasts AI semis to jump from $220B in 2025 to $550B+ by 2028, highlighting HBM demand, GPU dominance and key stock ...

Memory Surge Propels SK Hynix to Third in Semiconductor Rankings AI-driven demand fuels memory super cycle as SK Hynix, ...

Despite the slight dip in November sales, Morgan Stanley's analysts are still bullish on the semiconductor industry and said ...

Computing & Data Storage will lead all segments in semiconductor revenue growth rising 41.4% YoY in 2026 to exceed $500bn, ...

At the UBS Greater China Conference 2026 held in Shanghai on Wednesday, Jimmy Yu, China Technology Semiconductor Analyst at ...

It has been a while since the chip makers have been as prominent as they were at CES 2026, notwithstanding a memory crunch ...

JPMorgan picks Nvidia, Broadcom, and Micron as top AI chip stocks for 2026 with industry revenue expected to grow 15% and AI spending hitting $200B.

South Korean firm will invest in an advanced packaging plant in Cheongju to expand HBM supply as AI demand tightens memory.

At the 2025 PDF Solutions Users Conference, CEO John Kibarian delivered a wide-ranging keynote that positioned the ...

SEOUL/SAN FRANCISCO, Jan 15 (Reuters) - SK Hynix plans to accelerate the opening of a new factory by three months and will ...

For Micron Technology, the PE, PB, and PS ratios are all low compared to industry peers, indicating potential undervaluation.