Big Tech companies are lagging behind AI buildout suppliers in 2026 stock performance, with Alphabet up 18.7%, Amazon 10.5%, Meta 3.4%, and Microsoft down 17.8% year-to-date, while Micron alone added …
US chip and memory stocks lost over $1 trillion in market value in a brutal selloff triggered by Broadcom's AI chip guidance falling short of analyst expectations and a strong jobs report raising rate…
The Philadelphia Semiconductor Index (SOX) has fallen over 11% from its June 2026 high, erasing roughly $1.5 trillion in market value since late June, as waning AI-driven enthusiasm pushes memory-chip…
Wall Street ended lower on Thursday, with the tech-heavy Nasdaq Composite falling 1.5%, as AI-related stocks tumbled. TSMC dropped 2.3% despite a strong quarterly report, as its raised capex forecast …
Huawei is building its own DRAM fabrication plants, likely through a joint venture with SwaySure (SWX), according to analysts and media reports. The move aims to address a global DRAM shortage driven …
Technology stocks led global markets lower Thursday, with the Nasdaq futures down 0.8% as chip and memory companies like Western Digital and SanDisk fell over 7%, amid investor concerns that AI-driven…
Senior US lawmakers are pressing the Trump administration to ban Chinese memory chip suppliers ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies Co (YMTC), both on the Pentagon's 126…
Semiconductor stocks across Asia plunged on June 22, with South Korea's KOSPI index triggering a circuit breaker after falling nearly 10%, as SK Hynix and Samsung Electronics each dropped approximatel…
CoreWeave, the AI cloud infrastructure company listed on NASDAQ as CRWV, is exploring put options on memory-chip stocks to hedge against the risk that DRAM and storage chip prices fall below levels it…
ASML reported Q2 2026 revenue of €9.33 billion, beating analyst estimates of €8.80 billion, and raised its full-year 2026 revenue forecast to €43-45 billion from €36-40 billion, signaling sustained AI…
IBM lost roughly $68 billion in market value on Tuesday, its worst one-day stock crash since 1968, after the company reported preliminary second-quarter revenue of $17.2 billion, missing analyst expec…
CoreWeave is exploring financial derivatives to hedge against a potential drop in memory chip prices, which have roughly doubled this year, according to a Reuters report citing a person familiar with …
A selloff in AI chip stocks erased over $1 trillion in combined market value in July 2026, with the Philadelphia Semiconductor Index dropping roughly 10%, as custom silicon from Amazon, OpenAI, and ot…
SK Hynix's American depositary receipts surged roughly 13% on their Nasdaq debut on July 10, 2026, raising $26.5 billion in the second-largest US share sale in history. The South Korean chipmaker, whi…
AI cloud provider CoreWeave is exploring financial derivatives, including put options, to hedge against a potential decline in memory and storage chip prices, according to a person familiar with the m…
Samsung Electronics is building a new DRAM factory at its Giheung campus in South Korea, the site where it developed the world's first 64Mb DRAM chip in 1992. The investment comes as the AI-driven mem…
Apple faces rising costs and potential iPhone price hikes as AI data centers are on track to consume roughly 70% of global memory chip supply in 2026, leaving only 30% for consumer devices. DRAM and N…
SK Hynix CEO Kwak Noh-jung warned during the company's Nasdaq debut on July 10 that 2027 will be the worst memory supply year in history, with demand outpacing production past 2030, as the company con…
Options on SK Hynix's American Depositary Receipts began trading on US exchanges on July 14, just days after the South Korean memory chip giant completed a record-shattering $26.5 billion Nasdaq listi…
IBM shares plunged more than 20% on Tuesday, wiping over $50bn from its market value in the biggest one-day selloff since the 1987 crash, after the tech giant warned customers were diverting spending …