Surging demand for AI hardware is prompting memory makers to reassess their product portfolios as resources shift toward ...

Marvell's $3.8B acquisitions of Celestial AI and XConn target optical interconnects and CXL switching for next-gen AI ...

2026 is shaping up to be a tough year for PC hardware enthusiasts. The Consumer Electronics Show, perhaps the most highly ...

Wasabi’s new funding round, which includes investment from Pure Storage, brings total investment in the company to over $600 ...

The AI frenzy is mostly confined to big contractors’ pipelines, with smaller firms seeing fewer benefits from the boom.

Omdia is expecting memory shortages to impact PC sales in 2026, with OEMs likely to focus on high-end devices as a result of ...

Despite the slight dip in November sales, Morgan Stanley's analysts are still bullish on the semiconductor industry and said ...

Sandisk's post-spinoff rally is being powered by AI-driven NAND demand, blowout earnings, and sharply rising guidance amid ...

A Micron VP argues that the company is still serving consumers through its OEM clients, but 'there's just not enough supply ...

On Tuesday, Microsoft announced a new initiative called “Community-First AI Infrastructure” that commits the company to ...

Microsoft is trying to win over communities concerned about AI data centers. The company's president, Brad Smith, is meeting ...

Intel ( INTC) and AMD ( AMD) received upgrades to Overweight by KeyBanc as both chipmakers have mostly sold out of server ...