Nvidia CEO sees no 2029 memory glut as China supply fears roil market
Jensen Huang dismissed the idea that the memory market is heading for a surplus by the end of the decade, telling CNBC on Thursday that demand for hig
Samsung
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Applied Materials opens $5 billion AI chip lab in Sunnyvale
Applied Materials unveiled its $5 billion EPIC research center in Sunnyvale on Monday, a 600,000-square-foot facility built to compress the developmen
Smartphone shipments hit 14-year Q3 low as memory crunch bites
Global smartphone shipments dropped 20 percent year-on-year in the third quarter, marking the weakest July-through-September period since 2012, accord
Chip stocks slide as Chinese rival advances memory tech
Major US semiconductor shares came under pressure Monday after China's ChangXin Memory Technologies detailed a new memory-cell architecture that could
Micron shares surge 600% as memory cycle defies history
Micron Technology stock has risen nearly 600% through the last week of September to trade around $1,080 a share, leaving the memory maker at a forward
Micron Sees Memory Shortage Deepening Through 2028
Micron Technology told investors the memory market will stay in deficit through 2028, even as the company posted a record 86.25 percent gross margin a
Samsung commits $1bn to KKR's Helix AI infrastructure play
Samsung Group companies will invest a combined $1 billion in Helix Digital Infrastructure, the KKR-backed vehicle that launched in June with more than
Micron Taiwan bonus rejected as unions demand profit share
Micron Technology's Taiwan workforce has turned down a one-time cash bonus of NT$1 million (US$31,650) per employee, the largest rewards package in th
Apple's Foldable iPhone Duo Said to Start at $2,000
Apple's first foldable phone will carry the iPhone Duo name and a $2,000 starting price, according to a midnight report from Bloomberg's Mark Gurman h
Nvidia brings Groq inference racks to market after $20 billion deal
Nvidia said Monday its Groq 3 LPX rack has entered full production, the first commercial output from the chipmaker’s largest acquisition to date. The
Micron's trillion-dollar surge reshapes Boise economy
Micron Technology's ascent past a $1 trillion market capitalization has turned a sleepy semiconductor employer into a wealth engine for Boise, Idaho,
Norway Wealth Fund Chief Warns Returns Will Fade
The chief executive of the world's largest sovereign wealth fund told investors not to expect a repeat of the record first-half gains that lifted Norw
Apple sell ratings match 2012 peak after Jefferies downgrade
Jefferies cut Apple to underperform on Monday, slashing its price target to $263.66 from $285.56 and becoming the sixth firm to assign a sell-equivale
SK Hynix commits $38 billion to new memory fabs
SK Hynix said Friday it will invest 54 trillion won ($38.1 billion) to build two memory chip plants in South Korea, betting that AI-driven demand for
Big Tech’s AI buildout tops $1.1 trillion with another $745 billion coming this year
Amazon, Google, Meta and Microsoft have now poured more than $1.1 trillion into AI infrastructure since 2023, and the Financial Times calculates that
Nvidia locks down HBM supply with $500 billion SK Hynix deal
Nvidia has tied up the one component it cannot build itself, locking in a high-bandwidth memory supply agreement with SK Hynix that could reach $500 b