A new technical paper titled “Oxide Semiconductor for Advanced Memory Architectures: Atomic Layer Deposition, Key Requirement ...
The trillion-dollar club features three artificial intelligence (AI) chip stocks, and another could soon join the ranks.
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, ...
Computing & Data Storage will lead all segments in semiconductor revenue growth rising 41.4% YoY in 2026 to exceed $500bn, ...
Despite the slight dip in November sales, Morgan Stanley's analysts are still bullish on the semiconductor industry and said ...
Teradyne TER is benefiting from the growing demand for memory test solutions, particularly driven by advancements in AI ...
At the UBS Greater China Conference 2026 held in Shanghai on Wednesday, Jimmy Yu, China Technology Semiconductor Analyst at ...
Believers in the AI expansion investment story will be hard pressed to find a more actionable research report than BofA ...
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Samsung nears Nvidia approval for critical HBM4 AI memory
Samsung is close to getting Nvidia’s approval for its new HBM4 memory for AI and high-performance computing.
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.
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