SK Hynix is forecasting rapid expansion in the AI memory segment, estimating a 30% annual growth rate for high-bandwidth ...

ChangXin Memory Technologies (CXMT) has restarted major facility investments to ramp up DRAM output and fast-track ...

Sequentially, shipments grew 14.9% quarter-over-quarter from the 2,896 MSI recorded during the first quarter of 2025, ...

Live Updates Live Coverage Updates appear automatically as they are published. Analyst Targets 3:00 pm Consensus Rating: 13 ...

However, management issued a more cautious outlook for the fourth quarter, guiding to total net revenue of $6.7 billion (plus or minus $500 million), non-GAAP gross margin of 48.1%, and non-GAAP ...

Mizuho raised estimates and price targets for several global AI server and semiconductor names, citing “strong May-July ...

Nvidia Corp. is at the cutting edge of chip design, keeping competitors on their heels with a fast-moving roadmap of innovations that are powering the artificial-intelligence wave. But lately ...

For the first time in more than three decades, Samsung Electronics has been unseated as the world’s top DRAM maker, with SK hynix seizing the crown on the strength of booming demand for AI memory ...

Applied Materials' balance sheet is strong, with a net cash position and long-dated debt maturities. It also generates good free cash flow, most of which it sends back to shareholders. Applied ...

Applied Materials (AMAT), the world’s largest wafer fabrication equipment maker, reports Q3 2025 earnings on Aug. 14. With ...

Analysts expect the Milpitas, California-based company to report quarterly earnings at 3 cents per share. Sandisk projects to ...