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.

John Ternus, who took over as CEO on September 1, tells TIME that 'all options should be on the table' after reports Apple tested Chinese-made memory, a signal for supply chain leaders.

Solidigm's equipment-export request to Washington could reshape where the world's memory chips get made - and who gets to sell them.

A Chinese DRAM maker just changed the competitive math for Samsung, SK Hynix, and Micron - and for every buyer of memory chips.

SB Energy's renewable projects are the unsung foundation of Masayoshi Son's AI push - and a warning to rivals about who controls the power behind the chips.

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