2 AI Stocks Riding a Server Boom That’s Accelerating Faster Than Anyone Expected
Micron recently boosted its outlook for server shipments. Micron sells both HBM memory for AI chips and standard…
Rising chip costs to push global smartphone shipments down in 2026, Counterpoint says
Dec 16 (Reuters) – Global smartphone shipments are expected to decline 2.1% next year as rising chip costs…
Memory chip crunch set to drive up smartphone prices
While AI-led demand is surging, chip-makers are also winding back spending on capacity, which is keeping prices elevated…
Applied Materials projects upbeat quarterly revenue on steady AI chip demand
(Reuters) -Applied Materials, a semiconductor manufacturing equipment supplier, projected stronger-than-expected first-quarter revenue on Thursday, suggesting ​that demand for…
China’s Xiaomi says surging memory chip prices push up smartphone costs
By Che Pan and Brenda Goh BEIJING (Reuters) -Chinese smartphone manufacturer Xiaomi (1810.HK, XIACF) on Friday said surging…
Micron forecasts first-quarter revenue above estimates on AI demand
(Reuters) -Micron Technology forecast first-quarter revenue above market estimates on Tuesday, betting on booming demand for artificial intelligence…