SK Hynix controls roughly 56% of the global high-bandwidth memory market and is Nvidia's primary supplier of the memory chips essential for AI accelerators, making it the most critical player in the A…
Microchip Technology (Nasdaq: MCHP) demonstrated an end-to-end PCIe Gen 6 storage architecture combining its Switchtec PCIe Gen 6 switches with Micron 9650 NVMe SSDs at the 2026 Future of Memory and S…
Investor Michael Burry, famed for 'The Big Short,' appears to have profited from his June 30 bet against the iShares Semiconductor ETF (SOXX), which fell 21% to $505 by July 31 after he shorted it at …
According to DigiTimes, the entire memory production capacity for 2027 has been fully booked by Samsung, SK hynix, and Micron, leaving no room for additional DRAM wafer purchases. Only 60-70% of estim…
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…
Wall Street opened the week higher, with the S&P 500 up 0.3%, the Dow Jones Industrial Average up 0.5%, and the Nasdaq Composite up 0.4%, as oil prices fell over 5% after the U.S. and Iran agreed to h…
Apple Inc.'s MacBook Air is facing its worst supply shortage in recent memory, with delivery estimates on Apple's online store ranging from two to six weeks and higher-RAM configurations facing longer…
Moody's upgraded SK Hynix to A3+ with a stable outlook on August 3, 2026, completing a clean sweep of credit rating upgrades by all three major agencies in 2026, following S&P's BBB+ upgrade on Februa…
ChangXin Memory Technologies (CXMT), China's largest domestic DRAM chipmaker, plans to build a second chip fabrication plant in Beijing and is seeking fresh funding, aiming to more than double product…
ASML Holding NV is pushing price hikes of 10% on mature DUV lithography systems and increases on EUV machines, with TSMC, its largest customer, resisting the increases, according to The Information. T…
Semiconductor stocks lost approximately $1.3 trillion in market value in early June 2026 as the crowded AI trade unraveled, with the Philadelphia Semiconductor Index (SOX) falling into bear market ter…
Wedbush analyst Dan Ives said on CNBC on July 27 that demand for Nvidia's AI chips is outpacing supply by 12 to 1, a figure he has since raised to 15 to 1. The shortage is driven by a bottleneck in TS…
Taiwan Semiconductor Manufacturing Co. reported Q2 2026 revenue of $40.2 billion, a 36% year-over-year increase, and net profit of NT$706.56 billion ($21.99 billion), up 77.4%, while raising its 2026 …
OpenAI and Anthropic each generate roughly $30 billion in annual revenue, about 0.1% of U.S. GDP, and AI's overall contribution has grown to 0.25%-0.5% of GDP in a few years, according to an analysis …
Situational Awareness, the AI hedge fund founded by 24-year-old former OpenAI researcher Leopold Aschenbrenner, has lost 67% of its value in July amid a tech sell-off, forcing it to sell most of its p…
Apple Inc. has raised prices on Macs by 15-20% and iPads by 15-25% as of June 2026 due to rising DRAM and NAND memory costs driven by AI demand, according to a report from Crypto Briefing. CEO Tim Coo…
All three major US indices climbed on a semiconductor-fueled rally after South Korea's KOSPI recovered from a dramatic selloff, with chip stocks leading the charge. Samsung Electronics and SK Hynix re…
Apple CEO Tim Cook said on a late Thursday earnings call that the company faces a '100-year flood' in memory chip pricing, with exponential increases, prompting Apple to raise prices by $150 to $300 a…
Qualcomm's handset revenue fell 20% in the June quarter, contributing to a 4% overall revenue decline to $9.95 billion and a net income drop to $2 billion from $2.67 billion, with shares down 7.6% in …
Tim Cook's final Apple earnings call on Thursday revealed a $4.9 trillion company that has spent 15 years silencing dissent, bending to Beijing, and offshoring manufacturing, according to a critical a…