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Semiconductor Industry

Micron Technology AI Demand Market Share Domestic Market Memory Manufacturers NAND Flash Lithium-Ion Battery Market TSMC Capital Expenditure Market Segments AI and Technology AI Market AI Accelerators Sales Growth Nvidia's Market Position Memory Market Intel Revenue Growth Taiwan Semiconductor Manufacturing Co. ASML Price Targets SK Hynix Growth Drivers Automotive Semiconductors Advanced Packaging Market NAND Market AMD Growth Projections Micron's Competitors Artificial Intelligence AI Technologies Intel's Foundry Business

JPMorgan Starts SK Hynix at Overweight With $245 Target as Shares Fall

The bank says rising AI demand for high‑bandwidth memory could drive a multi‑year upcycle and big earnings gains.

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Memory Stocks Rally as Sold‑Out HBM Capacity, Nvidia Commitments and Upgraded Price Forecasts Lift the Sector

STMicroelectronics Shares Plunge After Q2 EBITDA Miss as Company Bets on AI and Satellite Growth

TSMC Posts Strong May Sales, Keeps 2026 Capex at Top of Guidance

Besi Q1 Orders More Than Double on AI Packaging Demand

Forge Nano to Go Public in $1.6 Billion SPAC Deal With Archimedes II

SanDisk Soars as Wall Street Hikes Targets on 'Unprecedented' NAND Shortage

Analysts Back Applied Materials’ Outlook as Wells Fargo Raises Target to $250

TSMC Shares Rise on Strong August Sales, Extending AI-Driven Rally