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SanDisk Rallies on AI Storage Demand

Minimum-price, multi-year customer contracts lock in elevated revenue that could unwind if new memory capacity arrives in 2027–2028.

Nvidia Reports $96.2B Quarter as Broadcom's AI Targets Rattle Investors

Nvidia’s Dominance Forces Investor Choice With Marvell’s Infrastructure Growth

Broadcom Secures Apple ASIC Deal Through 2031, Shares Rise

Arizona Manager Sentenced After Plea in Semiconductor Trade-Secret Case

Cerebras Wins Wall Street Backing After Wafer-Scale Chip Showcase

Cadence and NVIDIA Unveil Level‑5 ChipStack AI Super Agent

SK hynix Announces iHBM, Embeds Cooling Elements Inside HBM Packages

Nvidia Reports $215.9 Billion, Extends AI Data-Center Lead Over AMD

TSMC Sets 2029 Targets for A13 and A12, Delaying High‑NA EUV

South Korea Jails Ex-Samsung Researcher for 7 Years Over DRAM Leak to China’s CXMT

RBC Lifts Marvell Price Target to $170 as Nvidia Deal Anchors AI Push

SEALSQ Pushes Post‑Quantum Chips as Anthropic’s Mythos Heightens Security Urgency

Broadcom Locks In Google TPU Deal Through 2031 and 3.5 GW Anthropic Access

Micron Extends AI-Fueled Rally as HBM Orders Are Booked Through 2026

ASML Falls After U.S. Bill Targets China Chip Tool Sales

Broadcom Extends AI Lead With Blowout Quarter and Higher Q2 Outlook as Insider Sales Draw Scrutiny

Elliott Takes Multibillion-Dollar Stake in Synopsys, Pushing for Stronger Software and Services Monetization

AARP, Dave Ramsey Split on When to Claim Social Security as Retirees Weigh Trade-Offs

Nvidia Rolls Out GeForce Hotfix to Remove Voltage Caps and Boost Requiem Path Tracing