Roundhill Investments, an ETF sponsor focused on innovative financial products, today announced that the Roundhill Memory ETF ...

The Roundhill Memory ETF (ticker: DRAM) has reached more than $1b in assets within 10 trading days. The ETF is designed to give investors focused exposure to memory semiconductor names, including ...

NEO Semiconductor, a leading innovator in advanced AI and memory technologies, today announced successful proof-of-concept ...

Applying an 8x forward P/E multiple, Micron's 12-month fair value is justified at $900 per share under conservative revenue & ...

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.

SK Hynix posted yet another quarter of record profit and revenue, as prices for its products continue to surge amid strong AI ...

Dylan Patel, founder and chief analyst at SemiAnalysis, laid out a blunt thesis on the Invest Like the Best podcast (EP.468): ...

Omdia forecasts 62.7% semiconductor revenue growth in 2026 as DRAM/NAND prices surge on shortages and AI demand.

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.

China's Ministry of Industry and Information Technology (MIIT) is stepping in to steady the memory supply chain after a sharp ...

The DRAM ETF launched with no seed investors and little fanfare, but a supply crunch in AI memory chips has investors pouring ...