The AI infrastructure build-out is no longer just lifting prices for high-bandwidth memory used beside accelerators. It is pulling enough manufacturing capacity toward HBM and server DRAM…

SK hynix responded to the latest collapse in AI memory stocks with one of the biggest capital-return moves the sector has produced: a 40 trillion won, or…

Reports that the Federal Communications Commission is preparing restrictions on new Chinese optical transceivers have already started repricing the companies that supply the high-speed links inside AI…