Manufacturers are planning a hike of over 15 per cent in the second quarter of calendar year 2026, as memory prices shoot ...
ASML rides AI-driven chip demand to strong Q1 growth, with rising EUV adoption, premium margins and upbeat 2026 sales outlook ...
SK hynix emphasized that the 1cnm based SOCAMM2 product that is now in mass production delivers more than double the ...
Historically, system memory has been treated as a fairly reliable commodity. While subject to occasional price fluctuations, it remained consistently available to everyone, from casual PC builders to ...
Gamers once helped save Nvidia from bankruptcy. Now they feel left behind as the memory crunch drives focus to AI chips and ...
The sector, already bogged down by a chip shortage, bears the brunt of the West Asia crisis as supply chain disruptions ...
Detailed price information for Lam Research Corp (LRCX-Q) from The Globe and Mail including charting and trades.
Memory chip costs are up as AI companies gobble up the hot commodity. Consumer electronics companies like Dell and HP are ...
The sector, already bogged down by a chip shortage, bears the brunt of the West Asia crisis as supply chain disruptions ...
The newly introduced MATCH Act seeks to close gaps in U.S. export restrictions by limiting China's access to advanced ...
During the quarter, we took advantage of market volatility to add several new names to the portfolio. Read more here.
Tim Cook will leave the CEO post after 15 years marked by supply-chain dominance.