Global chip sales hit record high in Nov 2025, up 29.8% YOY to $75.3B. Analysts project $1T year in chip sales.

There's only so much RAM to go around, and with data centers seen as the priority, smartphone and laptop makers may have to ...

The air is coming out of the stocks adjacent to the artificial intelligence (AI) buildout.

Honda has postponed the reopening of a plant in China and manufacturers of consumer electronics are warning of price ...

Nvidia’s Q4 2025 earnings showed massive revenue growth, mostly from its data center business, showing how important AI chips ...

Demand for memory chips currently exceeds supply and there's very little chance of that changing any time soon. More chips ...

Consumer electronics makers including Dell, Lenovo, Raspberry Pi and Xiaomi have warned that chip shortages were likely to ...

Nvidia is growing quickly, but is posting record profit margins that could reverse if AI infrastructure supply matches demand. The stock trades at a high P/E ratio. Nvidia stock is not guaranteed to ...

Adam Ereli is a former State Department spokesman for Secretaries of State Colin Powell and Condoleezza Rice and U.S. ambassador to Bahrain. Have some bad legislation that circumvents White House ...