After dominating markets in 2026, AI-tied memory and semiconductor stocks are losing momentum, raising the question whether capital will shift back into bitcoin.

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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 ...

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, ...

Semiconductor ETFs are extending their AI-driven rally as investors broaden their exposure beyond graphics processors and into the memory infrastructure powering next-generation AI systems. The VanEck ...

Artificial intelligence (AI) remains the defining technology of our era, with semiconductor companies at the forefront, powering transformative breakthroughs. After a strong rebound in 2024 fueled by ...

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 ...

Memory chips are a key component of artificial intelligence data centers. The boom in AI data center construction has caused a shortage of semiconductors, which are also crucial for electronics like ...

Dynamic random-access memory (DRAM) and NAND flash memory (NAND) revenue continued strong growth, nearly doubling in revenue in one quarter. Strong AI demand has affected both the DRAM and NAND ...

Since Omdia began tracking the semiconductor market at a quarterly level in1Q02, this 27% quarter-over-quarter (QoQ) growth is the highest observed. The market has now experienced three consecutive ...