Samsung Electronics, SK hynix and Micron Technology are locking customers into long-term supply agreements lasting up to five years, a shift from quarterly negotiations that could soften the memory ch…
The U.S. Federal Communications Commission is drafting a restriction on imports of new Chinese-made optical transceivers used in AI data centers, according to four people familiar with the matter cite…
Micron Technology Inc. shares plunged 28.7% in July after a 600% gain over 12 months, then jumped 10% in a single day in early August, reflecting investor uncertainty about the AI memory trade. The co…
Korean AI chipmaker Rebellions said on July 23 that it ran SK Telecom's A.X K1 language model, which has more than 500 billion parameters, on a single RebelServer system and demonstrated a map-based a…
Meta has released Muse Code, a beta coding agent for macOS and Linux that uses persistent background agents and the new Muse Spark 1.2 model to handle complex software tasks across large codebases. Mu…
The Federal Communications Commission is drafting rules that could block imports of Chinese-made optical transceivers into US data centers, a move that Counterpoint Research warns would create a 12-to…
Samsung Electronics introduced its first Intelligent Eyewear AI glasses at Galaxy Unpacked on July 22, 2025, opting for a displayless design to prioritize weight and comfort, with the glasses weighing…
Counterpoint Research's Global Memory Tracker for Q2 2026 reports that DRAM chip prices are expected to rise again due to growing demand for agentic AI and AI server CPUs. Samsung regained the top spo…
ChangXin Memory Technologies (CXMT) has brought its first LPDDR6 chip to the tail end of R&D validation, according to a Yicai report citing unnamed industry sources, less than a week after its Shangha…
ChangXin Memory Technologies (CXMT), China's top memory chipmaker, raised 57.92 billion yuan (S$11 billion) in its Jul 27 Shanghai IPO, boosting its market valuation to 3.65 trillion yuan and making i…
Samsung Electronics' semiconductor business posted record second-quarter revenue and operating profit driven by AI server memory demand, but its foundry operations lag TSMC and its mobile business swu…
Samsung's semiconductor arm posted an operating profit of 89.2 trillion won ($62 billion) in the June quarter, a more than 250-fold jump driven entirely by the AI memory crunch, Bloomberg reported. Th…
Samsung Electronics reported a record-breaking second-quarter operating profit of 89.5 trillion won ($61.98 billion), a 19-fold surge from a year earlier, driven by explosive demand for AI memory chip…
The Trump administration on Tuesday banned imports of new Chinese humanoid and quadruped robots and connected power inverters, citing national security risks to the US artificial intelligence supply c…
SK hynix reported preliminary second-quarter revenue of 79.3 trillion won and operating profit of 60.5 trillion won on July 29, both quarterly records, with a 76% operating margin. The memory maker at…
The Trump administration will announce import bans on Chinese humanoid and quadruped robots and connected power inverters, the Federal Communications Commission said Tuesday, aiming to protect the U.S…
ChangXin Memory Technologies (CXMT) surged 466% on its first day of trading on the Shanghai stock exchange, giving the Chinese memory chipmaker a $484 billion valuation and making it the most valuable…
ChangXin Memory Technologies (CXMT) shares surged nearly 466% on its first day of trading on the Shanghai Stock Exchange's STAR Market, giving the Chinese chipmaker a market capitalization of around $…
SK Hynix raised $26.5 billion in a Nasdaq listing on July 10, pricing 177.9 million American depositary shares at $149 each, in what is described as one of the largest US share sales ever by a foreign…
Intel reported $16.1 billion in Q2 2026 revenue, up 25% year over year, its fastest quarterly growth since 2011, driven by a 59% surge in its Data Center and AI segment to $6.3 billion. CEO Lip-Bu Tan…