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
SK Hynix
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SK Hynix leads Asian chip selloff on rate fears
South Korean memory giant SK Hynix plunged more than 10 percent Thursday, dragging a broad cohort of Asian semiconductor stocks lower as Wall Street’s
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
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
NVIDIA Hits Record High With $10 Trillion Valuation in Sight
NVIDIA shares rose 2.45% to $239.69 in early October, notching a fresh all-time high and breaking out of a trading range that had contained the stock
Chey Tae-won sells $700m SK Corp stake after divorce ruling
SK Group chairman Chey Tae-won will offload a 2.26% stake in SK Corp for roughly 944 billion won, about $700 million at current rates, to satisfy a co
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
Bank of America sees semiconductor market doubling to $3.2 trillion by 2030
Bank of America analyst Vivek Arya projects the semiconductor market will reach $3.2 trillion in 2030, up 88 percent from $1.7 trillion this year, arg
Intel, SK Hynix explore US memory chip venture
Intel and SK Hynix shares rose in premarket trading Wednesday after Reuters reported the two companies are discussing a first-of-its-kind arrangement
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
AI Safety Fears Trigger Global Chip Selloff
Global technology stocks slid on Monday as a crescendo of warnings from inside the AI industry itself sparked a broad reassessment of the sector’s gro
Chip stocks slide as hot PPI fans rate-hike bets
Semiconductor shares reversed recent gains on Thursday as a stronger-than-expected producer price report cemented expectations of a Federal Reserve ra
Nvidia's $96 Billion Quarter Masks Margin Pressure
Nvidia's July quarter revenue more than doubled to $96.2 billion and adjusted profit landed at $2.22 a share, but the real story sits in a supply-chai
SK Hynix breaks ground on Indiana HBM packaging plant
SK Hynix began construction this week on a more than $4 billion advanced memory packaging complex in West Lafayette, Indiana, establishing the South K
Samsung Record Payout Triggers Memory Selloff
Samsung Electronics authorized a 2026 shareholder return of 90 to 110 trillion won, roughly $65 to $80 billion, making it the biggest such program in
Samsung plans up to $80 billion in shareholder returns
Samsung Electronics said Friday it will return between 90 trillion and 110 trillion won to shareholders in 2026, a range that translates to roughly $6
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,
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
Leopold Aschenbrenner's AI-focused hedge fund Situational Awareness saw its assets shrink from
a peak of $45 billion earlier this month to roughly $10 billion by Thursday after forced liquidation of leveraged equity positions to Citadel at a dis
SK Hynix, Samsung surge as AI spending fears ease
South Korea’s chip heavyweights staged their most violent one-day reversal in memory on Friday, with SK Hynix climbing more than 25 percent and Samsun
Fed Whipsaw Flushes $286 Million in Crypto Leverage
A Federal Reserve rate decision that left major cryptocurrencies essentially unchanged still managed to vaporize $286 million in leveraged derivatives
Samsung Q2 profit surges 19-fold on AI chip demand
Samsung Electronics posted a record 89.5 trillion won ($62 billion) in operating profit for the June quarter, a more than 19-fold increase from a year
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
Chip Rout Deepens as AI Spending Doubts Rattle Markets
Chip stocks tumbled across Asia and the US on Tuesday as investors questioned whether the billions flowing into AI infrastructure will ever earn a pro
Nvidia and SK Group sign $500 billion AI infrastructure letters of intent
Nvidia and SK Group signed letters of intent this week valuing their strategic relationship at more than $500 billion, a figure that bundles a multi-y
Apple Reclaims Top Valuation Spot From Nvidia
Apple overtook Nvidia on Friday to reclaim the title of world’s most valuable company, a shift that says less about fundamentals than about how quickl
CXMT's $8.6 billion IPO draws bets on tenfold valuation jump
Chinese investors are preparing bids for ChangXin Memory Technologies' $8.6 billion initial public offering, wagering that the country's largest memor
Apple reclaims most valuable title as Nvidia slips
Apple overtook Nvidia on Friday to regain the title of the world’s most valuable company, a shift that underscores how investors are reassessing the a