Halvledarfrossa tynger Wall Street
Wall Street fell on Tuesday as semiconductor stocks slumped after Samsung's mixed earnings, with the Dow Jones down 0.3%, S&P 500 down 0.3%, and Nasdaq Composite down 0.7%. Investors rotated into defe…
Wall Street fell on Tuesday as semiconductor stocks slumped after Samsung's mixed earnings, with the Dow Jones down 0.3%, S&P 500 down 0.3%, and Nasdaq Composite down 0.7%. Investors rotated into defe…
Memory chipmakers SK Hynix, Micron Technology, and Samsung Electronics are riding a surge in AI-driven demand for high-bandwidth memory, but investors remain skeptical that the industry has broken fre…
Wall Street suffered major losses on Tuesday as AI stocks tumbled and oil prices jumped, with the S&P 500 falling 0.6% and the Nasdaq dropping 1.2%. The downturn was sparked by a 6.9% plunge in Samsun…
Billionaire Jeffrey Talpins, founder of Element Capital Management, disclosed a $43.58 million stake in Micron Technology as of March 31, 2026, betting on sustained demand for high-bandwidth memory ch…
Samsung Electronics Co. reported a 19-fold surge in quarterly profit, beating elevated expectations, driven by runaway demand for memory chips used in AI data centers. The world's largest memory maker…
The Dow Jones Industrial Average rose 0.3% on Monday after President Donald Trump made bullish remarks about U.S. equities. Micron Technology gained amid a chip rebound, while SpaceX fell ahead of its…
Micron Technology is investing 1.5 trillion yen ($10 billion) to expand its Hiroshima plant, with a 536 billion yen subsidy from Japan's METI, to secure the supply chain for high-bandwidth memory used…
Micron Technology broke ground on a $9.3 billion expansion of its Hiroshima factory to produce high-bandwidth memory for AI accelerators, with commercial shipments expected by summer 2028. The Japanes…
Micron Technology broke ground on a $9.3 billion expansion of its Hiroshima, Japan factory to produce advanced memory chips for AI processors, with shipments expected around summer 2028. The Japanese …
Micron Technology broke ground on a ¥1.5 trillion ($9.6 billion) expansion of its Hiroshima, Japan factory to produce high-bandwidth memory chips for AI applications, with construction starting in May…
Semiconductor stocks lost 12% in two sessions while the Dow hit a record, as investors rotated from AI chip makers to enterprise software companies. A weak jobs report crushed rate-hike odds.…
Ten stocks, led by Micron Technology, drove nearly all of the Nasdaq-100's 20% gain in the first half of 2026, with Micron alone contributing 26% of the index's returns after its stock quadrupled. The…
Zuid-Korea exporteerde in mei voor het eerst meer dan 100 miljard dollar aan goederen, een stijging van 70% jaar-op-jaar, gedreven door de wereldwijde vraag naar AI-geheugenchips. Het land is nu de gr…
Micron Technology reported a 15-fold surge in GAAP net income to $28.24 billion in fiscal Q3 2026, driven by soaring demand for AI memory chips. Revenue jumped 346% year-over-year to $41.46 billion, a…
A federal lawsuit filed June 25 in California accuses Samsung, SK Hynix, and Micron Technology of colluding to fix DRAM prices, causing a 700% price surge since 2022. The complaint alleges the compani…
Samsung Electronics, SK hynix, and Micron Technology face a proposed US class-action lawsuit alleging they coordinated to reduce supply of conventional DRAM while ramping HBM production, causing DRAM …
Micron Technology and SanDisk stocks have surged over 200% as AI-driven demand for high bandwidth memory and NAND flash creates a global shortage, with Micron up 550% to a $600B market cap and SanDisk…
S&P Global Ratings reported that South Korea's corporate earnings are increasingly dependent on semiconductors, with an AI-driven memory supercycle expected to extend through 2028. The combined operat…
A proposed US class-action lawsuit accuses Samsung Electronics, SK hynix, and Micron Technology of restricting DRAM supply during the shift to AI memory products, but analysts expect little immediate …
Micron Technology reported $41.5 billion in fiscal Q3 2026 revenue, quadruple the year-ago figure, while SK Hynix posted $35.53 billion in Q1 revenue, up 198% year-over-year. The semiconductor layer i…