A persistent global memory crunch is accelerating ChangXin Memory Technologies' rise as Beijing's premier champion in dynamic random-access memory manufacturing.

A deep dive into Amazon's latest financial numbers reveals accelerating cloud revenue, strong digital advertising margins, and rising capital expenditures for artificial intelligence.

Memory chipmakers are taking a page from Big Oil's capital discipline playbook as surging AI demand tests the semiconductor sector's historic cyclicality.

Samsung Electronics posted historic quarterly profits, driven by a fierce recovery in memory chips and surging global demand for artificial intelligence hardware.

Alphabet shares tumbled sharply, threatening to erase over $300 billion in shareholder value as investors reassess tech capital expenditures and competitive AI threats.

Global semiconductor stocks advanced in premarket trading, led by surging demand for SK Hynix's advanced high-bandwidth memory chips.

Riding unprecedented demand for high-bandwidth memory chips, South Korea's SK Hynix signals immense capital returns after posting blowout financial results.

Anthropic has issued a stark warning that advanced artificial intelligence could soon represent a top-tier national security risk, prompting calls for strict governance.