For decades, semiconductor cycles followed a fairly predictable sequence. Demand improved, companies bought more equipment to make more chips, unit shipments increased so that supply exceed demand, ...

The global semiconductor market enters a historic growth phase, with revenues expected to exceed $1 trillion in 2026, fueled primarily by rising investments in AI infrastructure, according to a recent ...

Research firm Omdia sees 62.7% growth in semiconductor revenue for 2026 amid a surge in memory-chip pricing due to supply shortages and robust demand from AI and data-center markets. Omdia, which is ...

Memory giants Micron, SK Hynix and Samsung have led a rally in semiconductor stocks this year. Memory prices surged in 2025 and are likely to increase further in 2026 as demand for these chips which ...

A prolonged conflict in the Middle East could disrupt supplies of key chipmaking elements such as helium and bromine, analysts told CNBC. Higher energy costs could also dampen demand for AI data ...