We are witnessing an extraordinary transfer of cash from the providers of AI—and, perhaps one day, AI users—to memory-chip ...

Memory chip makers are ramping up production facilities to address the supply crunch, and that bodes well for another crucial part of the chip industry.

TOKYO—Atsuyoshi Koike dreams of making computer chips on the moon. First, though, he has to prove he can do it on earth. Koike is the public face of Japan’s multibillion-dollar effort to muscle back ...

Memory chip makers have been riding a wave of surging demand that's boosted pricing power and profit projections in the historically volatile sector. Rather than a one-time shortage in need of a ...

As devices from toys to cars get smarter at the Consumer Electronics Show, gadget makers are grappling with a shortage of memory and storage needed for them to work. Dwindling supplies and soaring ...

Yesterday, two of the largest memory makers, Micron Technology and Sandisk, saw their stock prices soar more than 11% in a single trading session. And those gains are small potatoes compared to their ...

Markets have been on edge about the AI investment boom, but earnings from the biggest U.S. memory chip maker, Micron, signal no end in sight to demand for the microchips at the heart of it all.

IBM's latest chip packs in twice as many transistors as the current state-of-the-art chip by adding a second layer of silicon ...

PCWorld reports that CPU shortages are intensifying as AI data centers compete with PC makers for limited chip supplies, extending lead times from weeks to months. Consumer PC prices may surge up to ...

Chip-equipment companies are getting unprecedented visibility into companies' supply plans, a UBS analyst says Micron and other memory-chip makers are adding capacity, which should drive revenue for ...