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.

The artificial intelligence investment boom has sparked some stock market jitters. It's been a volatile few weeks, with investors seeming to swing back and forth between optimism about AI and ...

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 ...

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 ...

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 ...

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.

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 ...