The iPhone maker wants more supply based in the U.S., which remains years behind Asia.

Right now, the company trades at a forward price-to-earnings ratio (P/E) of about 12. That's roughly half the forward P/E of the Nasdaq-100. So long as Nvidia and Broadcom continue to sell GPUs and custom ASICs, which very well appears to be the case, Micron's growth prospects should remain robust as the memory supercycle takes shape.

If China invades Taiwan and cuts off its chip exports to American companies, the tech industry and the U.S. economy would be crippled.

AI chip leader Nvidia is set to report earnings after the closing bell Wednesday, in what could be a defining moment for markets.

Nvidia is reportedly targeting Arm-based PC processors, betting the next wave of AI PCs needs tighter CPU-GPU-NPU integration than x86 alone.

ASML Holding (NASDAQ:ASML) stands at the forefront of the artificial intelligence (AI) revolution. Its extreme ultraviolet (EUV) lithography technology is what makes possible the development of the critical next-generation semiconductors used to power AI.

SEOUL, Feb 26 (Reuters) - Samsung Electronics on Thursday launched its flagship Galaxy S26 smartphones with higher prices for some models in the United States and South Korea, testing demand as soaring memory chip costs pressure margins.

The latest generation of Galaxy phones touts enhanced AI capabilities, but supply chain concerns hang over sector