Buy: iShares MSCI China ETF (MCHI) and add a focused bet via STAR Market AI/semiconductor exposure (e.g., China STAR Market ...

New analysis from TechInsights reveals how artificial intelligence is reshaping the semiconductor economics, supply chains, ...

Memory and semiconductor stocks in two popular ETFs were heading for back-to-back declines on Wednesday as investors sell hot parts of the AI buildout. The Roundhill Memory ETF was off 1.1% Wednesday, ...

Sharp upward acceleration is overwhelmingly driven by the memory segment, which is forecast to surge by around 250% year-over-year, reaching over $800 billion in 2026 ...

SK Hynix crossed a $1 trillion valuation as AI data center demand drives memory chip prices higher and reshapes the semiconductor market.

U.S. semiconductor and memory stocks rallied on Tuesday, led by Micron, which soared 19% and traded above a $1 trillion ...

Semiconductor ETFs are extending their AI-driven rally as investors broaden their exposure beyond graphics processors and into the memory infrastructure powering next-generation AI systems. The VanEck ...

Micron's HBM portfolio is generating multi-billion-dollar quarterly revenue as AI demand ramps. MU's 2026 sales estimate implies 194.4% YoY; EPS estimate 604%, with 77.3% revisions in 60 days. SIMO's ...

LONDON--(BUSINESS WIRE)-- Omdia has significantly raised its semiconductor revenue forecast for 2026 to 62.7%, again reflecting unprecedented growth in DRAM and NAND driven by sustained demand and ...

For decades, semiconductor cycles followed a fairly predictable sequence. Demand improved, companies bought more equipment to make more chips, unit shipments increased so that supply exceed demand, ...