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SanDisk’s AI-Driven NAND Surge Spurs Fresh Bull Case After Mid-February Pullback

Investor analysis points to low forward earnings multiples despite a towering 2026 run.

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Credo’s Strong Q3 Preview Spurs Divergent Targets as PCIe Retimer Gains Certification

Samsung Starts Mass Production and Shipments of HBM4 Memory

Memory Shortage Triggers PC Price Hikes, With Smartphone Costs at Risk as RAM Jumps Up to 90%

Arm Stock Rebounds After Post-Earnings Slide as Licensing Miss Tempers Record Royalties

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

TSMC’s AI Boom Lifts Margins and Supercharges Spending as U.S. Expansion Accelerates

2026 Smartphone SoC Shipments Seen Down 7% as Premium AI Phones Lift Revenue

Applied Materials Draws Fresh Upgrades as Chip Spending Accelerates

Texas Instruments Guides Q1 Above Estimates on AI and Industrial Strength

TSMC Ramps 2026 Spending and Growth Targets on AI Chip Boom

JPMorgan Backs Nvidia, Broadcom, Micron as Top AI Chip Picks Ahead of Earnings

Vulcan Value Partners' Q4 Letter Reports Gains, Deep Discounts and Portfolio Changes

Toto Shares Jump as Analysts Spotlight Its Role in AI-Driven Chipmaking

Nvidia Cracks Top Five in Brand Finance Global 500 as Apple Holds No. 1

KLA Scores Fresh Upgrades as AI Capex Wave Lifts Outlook

MediaTek Debuts Dimensity 9500s and 8500 for Cheaper Flagship and Premium Phones

Apple Scrambles to Secure Scarce Glass Cloth as AI Demand Squeezes Supply

Navitas Shares Jump as Chipmaker Pivots to AI Data‑Center Power

Exynos 2600 Gains in Benchmarks as Unverified 2700 Leak Teases SF2P and Higher Clocks