2026 is shaping up as a breakout year for cloud application-specific integrated circuit (ASIC) shipments. Not only has Broadcom secured mass production projects with multiple major cloud service provi
Semiconductor industry watchers say the memory market has entered a prolonged upcycle, with DRAM and NAND likely to remain in short supply until at least 2028.Historically, memory suppliers have veere
Global semiconductor revenues will exceed $1tn in 2026, marking a historic milestone for the industry, according to Omdia's latest market analysis. This growth is being driven by the rapid surge i
Surging demand for AI hardware is prompting memory makers to reassess their product portfolios as resources shift toward higher-margin enterprise and data center markets. Following Micron's decisi
The Semiconductor Industry Association (SIA) today announced global semiconductor industry sales totaled $75.3 billion during the month of November 2025, an increase of 29.8% compared to the November
Semiconductor stocks rallied to start the year, led by the world’s biggest memory chip firms that are getting a boost from continued artificial intelligence-related demand.South Korea’s SK Hynix and S
