Morning Overview on MSN
The global semiconductor industry will hit $975 billion in sales this year — a 26% jump fueled entirely by AI
The global semiconductor industry is on track to generate roughly $975 billion in revenue in 2026, according to projections ...
MU generates more cash as rising DRAM and NAND prices amid tight supply and high AI demand support healthier cash flows.
SK Hynix stock soared 12% Monday on AI data center optimism and foreign buying, while Samsung faced labor strike risks. Full ...
Luria believes Micron could generate $393 billion in revenue in its fiscal 2030. His 12-month price target of $1,000 per ...
Huawei apparently wants to produce more AI accelerators for China. Nvidia CEO Jensen Huang complains about the US ...
TSMC announced three new advanced process technologies at its North America Technology Symposium last week A13, A12 and N2U ...
Detailed price information for Applovin Corp Cl A (APP-Q) from The Globe and Mail including charting and trades.
Artificial intelligence (AI) stocks look poised for a comeback as the Nasdaq reverses from correction territory.
Omdia: 2026 Semiconductor Growth Accelerates on Data Center Demand, HBM Shift & Memory Supply Crunch
Computing and data storage will lead all segments in semiconductor revenue growth, rising 90% year-on-year in 2026 to exceed ...
Micron's AI infrastructure will elevate the cyclical earnings floor, though industry cyclicality persists in an evolved form.
Morning Overview on MSN
The next wave of AI chips with 16-layer HBM4 memory enters volume production this quarter
The first generation of AI accelerators built around high bandwidth memory reshaped the data center. Now the next wave, built ...
Hudbay Minerals (TSX: HBM; US-NYSE: HBM) forged a new exploration partnership with the Peter Ballantyne Cree Nation that ...
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