While chip designers like Nvidia tend to grab the most investor attention, they are not the only important players in the ...

The debut of the AI-powered chatbot ChatGPT in 2022 marked the beginning of a demand explosion for massive data centers as ...

Price hikes for memory chips are having a significant impact on companies that produce products that include DRAM, which ...

Semiconductors (chips) are the unsung heroes of the tech world, powering everything from smartphones to computers to TVs to ...

Tariffs could cost Applied, Lam, KLA $350 million each annually, sources say Smaller rivals like Onto Innovation face tens of millions in costs, sources say Biden-era controls already erased billions ...

The AI industry consumes vast amounts of energy, fresh water and investor cash. Now it also needs memory chips - the same ...

There is a memory shortage in DRAM, NAND and probably HBM memory chips - according to the latest financial reports from the suppliers of these components, demand from cloud providers is outstripping ...

NAND flash producers are reaping windfall profits from discontinued older chips as supply shortages push prices for legacy products to levels rivaling advanced semiconductors. The crunch mirrors ...

Nvidia’s dominance in AI computing power has made it the most valuable company in the world and propelled its ...

This transcript was prepared by a transcription service. This version may not be in its final form and may be updated. Ben Cohen: Microchips are used everywhere, in cars, gaming consoles, medical ...