SKHY is rated Strong Buy on HBM leadership, HBM4 ramp, and tight supply through 2028–2030; MU is rated Buy. Click for more.

Qualcomm Amazon AWS AI chip deal signals a new era for inference silicon: AWS signed a multi-generational custom AI chip ...

Hyperscaler orders from Google, Amazon, and Microsoft push DRAM prices up 122% in one quarter as AI data center demand creates a structural ...

Leading chipmakers Samsung Electronics and Taiwan Semiconductor Manufacturing Co. announced plans to adopt ASML’s latest ...

Comparing the expected iPhone 18 Pro vs iPhone 17 Pro reveals potential upgrades like a rumored variable aperture camera and ...

ASML breaks ground on a major new campus in Eindhoven to meet rising global demand for AI-related chips, boosting regional ...

Samsung plans to use ASML's High NA EUV technology for high-volume DRAM production by 2028 while helping develop 12-inch ...

Samsung Electronics and ASML announced an expansion of their long-standing strategic partnership, deepening collaboration on ...

Computer chip machine manufacturer ASML has started collaborating with its biggest clients on the development of their most advanced chip machines. The Veldhoven-based company is exploring the use of ...

TSMC and Samsung will adopt ASML’s High NA EUV tools for advanced chipmaking as AI drives demand for smaller, more complex semiconductors.

Phone 18 Pro Max rumors suggest a 10% price increase could push the phone to $1,350. The latest leaks also point to a ...