Memory giants Micron, SK Hynix and Samsung have led a rally in semiconductor stocks this year. Memory prices surged in 2025 ...

Honda has postponed the reopening of a plant in China and manufacturers of consumer electronics are warning of price ...

On January 6, CNBC reported that semiconductor stocks started the year strongly, driven primarily by rising demand from AI.

The latest IDC numbers reveal healthy shipment rise in Q4 2025, but the situation could look vastly different in 12 months ...

Taiwan Semiconductor Manufacturing Company on Thursday announced a record capital expenditure between $52 billion and $56 ...

With capacity shifting to high-margin HBM for AI data centers, traditional DRAM supply is collapsing, pushing enterprise IT ...

Honda Motor said on Monday it will extend a production halt at three car plants in China by two weeks due to a semiconductor ...

Massive hyperscaler capacity buildouts drove up global semiconductor spending by 21% year over year to $793 billion in 2025, ...

Dutch and German authorities are taking action in the semiconductor sector, underscoring the growing need to address supply-chain concerns. US approaches to export controls and foreign investment ...

EL PASO, Texas (Border Report) – What Jon Barela saw on a recent trip to the Midwest put the semiconductor chip shortage in context: Thousands of new cars parked in factories instead of heading to ...

The artificial intelligence (AI) revolution has expanded rapidly since 2023, powering applications from chatbots to ...

I've been investing in stocks since the early 1990s, and joined Wall Street's sell side nearly 30 years ago, so I remember ...