China faces three specific barriers as it aims to produce key chipmaking equipment. Monitoring progress in these areas would ...

AI servers are driving unprecedented demand for high-bandwidth memory. Supply remains tight and DRAM prices have surged.

This compares to Micron's own 385,000 capacity. Revenue is on pace for roughly 700% year-over-year growth in early 2026, with the company posting its first-ever profitable quarter. Its DDR5 chips are ...

Dinesh Bettadapur, Irresistible Materials’ CEO, discusses the company’s strategic partnership with TOK, the evolution of ...

ASML Holding (NASDAQ: ASML | ASML Price Prediction) and Applied Materials (NASDAQ: AMAT) both posted strong results into the ...

The race to build humanoid robots is accelerating from science fiction to industrial reality. RBC Capital Markets expect the ...

Huang has acknowledged that the U.S. has lost its edge in China's advanced AI chips market as Chinese competitors have become “giants." ...

On June 19, Reuters reported that ASML Holding N.V. (NASDAQ:ASML) denied ever shipping an EUV lithography machine to China ...

The semiconductor industry has spent the last decade racing toward a physical wall. Engineers have steadily shrunk ...

IBM unveils a 0.7 nm chip with 100 billion transistors, introducing nanostack architecture for advanced computing.

IBM just unveiled the world's first sub 1-nanometer chip: 100 billion transistors. IBM also says they've produced functioning ...

The market has already priced AI software and chips. The real story is power: who owns it, where it sits and how cheaply it can be delivered to AI workloads at scale. In May 2026, Bitzero Holdings Inc ...