The AI memory leader's record quarter triggers a massive capital return - and signals the HBM boom is far from over.

AI memory demand hands the South Korean chipmaker a sharp profit beat and a $25 billion plan to reward shareholders.

Intel is buying Israeli quantum software startup Classiq for roughly $2.3bn. The deal puts a price on the layer that makes quantum computers usable.

A rout in neocloud stocks is forcing investors to weigh Nvidia's hidden exposure as both supplier and lender to the AI buildout.

European infrastructure firms are building AI factories on Nvidia's DSX reference design, which the chipmaker says slashes cooling water use to almost zero.

A $1.5 billion defense infusion for North Carolina chipmaking signals a new era of Pentagon-backed reshoring - here's what it means for the industry.

The analyst who spent four years on the sidelines now sees real progress in Intel's chipmaking and design. Here's what it means for the turnaround story.

In Friday's Wall Street debut, SK Hynix turns AI RAM demand into a $26.5B fundraising moment that rewrites comps.