AI companies’ need for a once obscure and affordable type of microchip threatens to drive up prices of all electronics—and ...

The global memory chip shortage is deepening in early 2026, as relentless AI-driven demand strains supply chains and begins to reshape market winners and losers, Oxford Economics warns.

There's only so much RAM to go around, and with data centers seen as the priority, smartphone and laptop makers may have to ...

Super Micro Computer sank in December, along with other skittishness in the AI datacenter market. The company has strong ...

Honda has postponed the reopening of a plant in China and manufacturers of consumer electronics are warning of price ...

TSMC said it plans to boost its capital expenditure budget to $52 billion-$56 billion for 2026, up from about $40 billion ...

Nvidia is growing quickly, but is posting record profit margins that could reverse if AI infrastructure supply matches demand. The stock trades at a high P/E ratio. Nvidia stock is not guaranteed to ...

ASML , the world's biggest maker of equipment used to manufacture computer chips, crossed $500 billion in market value for the first time on Thursday, after top customer TSMC announced larger than ...

Data center chip market was valued at $11.7 billion in 2022, and is estimated to reach $45.3 billion by 2032, growing at a CAGR of 14.6% WILMINGTON, DE, UNITED STATES ...

Nvidia’s Q4 2025 earnings showed massive revenue growth, mostly from its data center business, showing how important AI chips ...

A ‘chip-for-chip’ policy would guarantee a domestic market for American-made semiconductors. The United States just made a national-security decision that’s hard to square with decades of previous ...