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AI Memory Boom Propels Samsung to Record Q1 Guidance

Brokerages expect further memory price gains.

TSMC Tightens Foundry Grip as 2nm Enters Mass Production and AI Orders Power 2025 Surge

Micron Extends Run as Morgan Stanley Lifts Target on AI-Driven Memory Tightness

Qualcomm Outlook Cuts Send Shares Lower as Memory Shortage Squeezes Smartphone Supply

Micron’s HBM Edge Drives Bull Case as Stock Soars and Valuation Stays Low

White House Weighs Delaying Planned Chip Tariffs Despite Public Denials

Morgan Stanley Names Micron Top Pick, Raises Target to $325 on Rapid DRAM Price Spike

Taiwan Rejects U.S. Demand for 50-50 Chip Split as Washington Weighs New Tariffs

U.S. Expands Export Controls to 50%-Owned Subsidiaries of Blacklisted Firms

All EU States Back Dutch-Led Push for 'Chips Act 2.0'

Samsung Lands $16.5 Billion Tesla Chip Deal as TSMC’s AI Foundry Grip Holds

Intel’s 18A Process Suffers Sub-10% Yields on Panther Lake Chips