Dynamic random-access memory (DRAM) and NAND flash memory (NAND) revenue continued strong growth, nearly doubling in revenue in one quarter. Strong AI demand has affected both the DRAM and NAND ...

For decades, semiconductor cycles followed a fairly predictable sequence. Demand improved, companies bought more equipment to make more chips, unit shipments increased so that supply exceed demand, ...

Micron Technology (NASDAQ: MU) rallied some 15% today after reporting top- and bottom-line growth for its fiscal Q1 that Morgan Stanley dubbed the “best in the history of the US semis industry” ...

Do you believe in the long-term potential of companies like Nvidia (NASDAQ:NVDA) continuing to push the boundaries of artificial intelligence? Good. Then you also believe in semiconductor memory ...

Semiconductors provide functionality and life to the digital age. Everything from our smartphones, tablets, PCs and even cars are, in some way or another, powered by these tiny silicon-based devices.

ACMR’s equipment gap versus memory makers like Micron (MU) could close if the memory supercycle stretches into 2027, but tariff escalation or a memory glut could derail the thesis. Everyone's chasing ...

Memory giants Micron, SK Hynix and Samsung have led a rally in semiconductor stocks this year. Memory prices surged in 2025 and are likely to increase further in 2026 as demand for these chips which ...

Following a record-setting year for the semiconductor industry, the start of the new year has continued the momentum, as semiconductor revenue grew 27% in 1Q26 from 4Q25 to reach $319bn, according to ...

Since Omdia began tracking the semiconductor market at a quarterly level in1Q02, this 27% quarter-over-quarter (QoQ) growth is the highest observed. The market has now experienced three consecutive ...