According to Klein, AMD is best positioned with CPU, FPGA, and GPU, and less capacity constrained than INTC as they use TSM.

The shortage of DRAM and NAND flash allows SK Hynix to grow at enormous speed. All figures are rising to a record high.

The financial pressures stem from a fundamental shift in smartphone bill of materials. DRAM and NAND used to be minor costs but now dominate device expenses.

The three AI stocks look like great buys right now.

A FOOTIE-daft whisky buff is releasing a dram that was distilled during Scotland’s last World Cup adventure. Finn Thomson, 34 ...

Sharma described the decision-making process as an equation, noting that memory costs influence multiple variables. She said ...

Semiconductor stocks have ridden the AI wave to eye-popping heights. Data centers now devour chips for training and running ...

RAM prices have gotten too expensive for most consumers to ignore. Some people can only choose to not buy new RAM, but others ...

Dell (DELL) upgraded to Buy as AI infrastructure and inference drive growth. Valuation remains attractive with FWD P/S below ...

Apple is heading into its April 30 earnings report, with investors focused on iPhone demand, outlooks, and what’s next for ...

If 2025 marked the point when AI agents began appearing at scale, 2026 is shaping up to be the year they begin to settle into infrastructure. The technology is no longer confined to labs or specialist ...

The Dylan Patel, head of Semianalysis, interview is a must watch for anyone tracking AI economics, infrastructure, and future ...