Applied Materials unveiled massive, $5 billion EPIC facility for advanced AI chips in Silicon Valley
Silicon Valley has built some of the world’s most impressive and valuable companies, with names like Apple, Alphabet, and Meta,...
Global trade, energy transition, financial regulation, multinational corporations, and macroeconomic trends.
Silicon Valley has built some of the world’s most impressive and valuable companies, with names like Apple, Alphabet, and Meta,...
Anyone who has financed a new car knows the automaker often wants to write the loan, too. Its lending arm...
Gold mining stocks are on a tear, with their surge in August outpacing anything chip stocks have managed in years....
Nvidia doubled its revenue and profit year-over-year in its second quarter, and forecast sales in the current quarter that topped...
Some of Nvidia Corp.’s biggest customers have been told that the prices of servers containing its artificial intelligence chips are...
Amazon has raised prices for several of its first-party devices, including its Echo smart speakers and Fire TV line, making...
Super Micro Computer said on Thursday that an independent investigation led by its board found no evidence that current members...
What came first—the chicken or the egg? Or in AI’s case, the investment or the revenue? Nvidia is guaranteeing up...
Elon Musk is betting that the next phase of his sprawling technology empire will require a building on a scale...
Cheryl Casone and Rob Thummel discuss reports of Apple testing Chinas CXMT memory chips for iPhones and Macbooks as Beijing...
Anyone who has bought a fast new laptop only to watch it freeze while a file loads knows the frustration.The...
The one-way trade in semiconductor stocks that has defined equity markets this year is coming unglued, triggering stomach-churning volatility as...
The Trump administration has invested roughly $26.7 billion across 30 equity or quasi-equity deals, headlined by a 9.9% stake in...
AI developer Anthropic PBC has asked SK Hynix Inc., one of the world’s biggest manufacturers of memory chips, for supplies...
Samsung Electronics Co. won a contract worth more than $200 billion to make chips for Broadcom Inc., as the companies...
The semiconductor industry is notorious for going through boom-and-bust cycles, but Nvidia CEO Jensen Huang doesn’t think a downturn is...
Shares of South Korean memory chipmaker SK Hynix rose 12.8% as they made their debut on Wall Street, at a...
South Korean chipmaker SK Hynix isn’t one of the Magnificent 7 stocks but is in a class of its own...
This week’s $29 billion US stock-market listing for SK Hynix Inc. may be the biggest-ever first-time share sale by a foreign company,...
I have covered Micron more times lately than any other stock on my beat. The Q3 earnings beat was historic....
South Korea’s Samsung Group and SK Group are poised to announce as much as 2,000 trillion won ($1.3 trillion) of...
Apple Inc. is pressing the White House for approval to purchase memory chips from a blacklisted Chinese company as it...