Intel said Thursday it expects its CPU shortage to peak in the first quarter as the company indicated that the ongoing AI ...

Intel is being hit by a chip shortage just as demand for artificial intelligence hardware and refreshed PCs is accelerating, ...

Demand from AI data centers has led to a surge in memory chip prices, taking a toll on sales, margins of leading consumer electronics makers.

JPMorgan picks Nvidia, Broadcom, and Micron as top AI chip stocks for 2026 with industry revenue expected to grow 15% and AI spending hitting $200B.

Micron Technology, Inc. MU generated record revenues of $37.38 billion in fiscal 2025, mainly driven by strong momentum in its data center business as demand for artificial intelligence (AI) ...

Samsung Electronics Co. Ltd. is expecting to cash in big time on the artificial intelligence chip bonanza, forecasting a three-fold increase in its fourth-quarter operating profit thanks to surging ...

By Jaspreet Singh and Zaheer Kachwala Jan 22 (Reuters) - Global demand for smartphones, personal computers and gaming consoles is expected to shrink this year as companies from Britain's Raspberry Pi ...

AI boosts chip demand, but semiconductors rely on many long-standing, diversified end markets. Even without AI, core sectors would drive steady innovation and rising semiconductor content. Long-term ...

TSMC is set to be a huge beneficiary of the ongoing surge in AI data center demand. Nvidia remains the AI infrastructure chip leader with its GPUs, but the OpenAI deal demonstrates how competition in ...

Investors chasing artificial intelligence returns have crowded into the obvious chip leaders, but the biggest percentage gains often accrue to the companies that quietly supply the infrastructure ...