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AMAT rides on AI-driven chip demand and memory shortages into 2026, but can high-margin innovations offset consumer electronics weakness?

Samsung is expected to report record profits as AI-driven chip demand fuels a major memory semiconductor supercycle.

Samsung is expected to report record profits as AI-driven chip demand fuels a major memory semiconductor supercycle.

Applied Materials capitalizes on AI-driven chip demand with new R&D partnerships and DRAM-based WFE innovations.

Samsung Electronics and Mistral AI explored AI memory collaboration and chip supply partnerships. CEO Arthur Mensch met executives in Korea to secure...

Lam Research's advanced packaging business is gaining momentum as AI-driven chip complexity boosts demand in memory and logic.

The Marcos administration is pointing to its expanded 4PH housing program after a new poll reflected widespread housing-related financial stress.

INTC deepens AI infrastructure push with Alphabet partnership, powering Google Cloud with Xeon CPUs and co-developing custom IPUs to boost efficiency.