BNP Paribas expects this tight DRAM and NAND backdrop to keep lifting earnings at Seagate, SanDisk, Western Digital, and ...

This memory chip company looks poised for continued success.

Chip makers jolted markets higher in a burst of preholiday trading, yanking the 500 back from an early wobble and turning a choppy session into a broad-based win for risk assets. A powerful rebound in ...

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Super Micro Computer sank in December, along with other skittishness in the AI datacenter market. The company has strong guidance for growth in 2026, but is facing risks of a downturn in AI spending.