It's not too late to find opportunities in the AI megatrend.

Barron’s speaks with Western Digital’s chief financial officer after the company breezes past earnings expectations.

Micron Technology benefits from AI-driven HBM demand, but the current valuation fully reflects these tailwinds. Learn more ...

Investors have spent the last year captivated by the explosive rally in the semiconductor sector. SanDisk (NASDAQ: SNDK), the ...

The late 1990s delivered another surge in value. Demand for memory tech was exploding alongside the Internet boom, and Micro ...

Micron, SK Hynix and Samsung Electronics — make up nearly the entire RAM market, and they're benefitting from this shortage.

For Micron Technology, the PE, PB, and PS ratios are all low compared to industry peers, indicating potential undervaluation. On the other hand, the high ROE, EBITDA, gross profit, and revenue growth ...

With the AI giants devouring the market for memory chips, PC prices are set to skyrocket. Here's what I think laptop shoppers ...

GPU-class performance – The Gemini-I APU delivered comparable throughput to NVIDIA’s A6000 GPU on RAG workloads. Massive energy advantage – The APU delivers over 98% lower energy consumption than a ...

Several suppliers aim to follow in the footsteps of Montage Technology, which is set to raise US$896 million and debuts next ...

Sandisk stock increased 16x in the past year as demand for artificial intelligence infrastructure led to a severe supply ...