Surging enterprise demand for artificial intelligence workloads has triggered a sharp rebound in NAND flash pricing, propelling SanDisk to robust quarterly profit growth.

For over a decade, Apple commanded unprecedented pricing power over chipmakers. Now, soaring AI demand is handing suppliers leverage to push back.

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

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

Chipmakers from Nvidia to custom silicon designers are jockeying for multi-billion-dollar supply roles as Meta accelerates its aggressive artificial intelligence spending cycle.

Audi advances plans for its maiden U.S. assembly plant while blockbuster chip earnings from Nvidia and Micron reinforce corporate capital cycles.