Chip design startup ChipAgents has raised an additional $60 million to expand its Series A round, bringing total funding to $131 million, to accelerate semiconductor development with autonomous AI age…
SK Hynix reported operating profit of 8.4 trillion won ($6.1 billion) for Q2 2026, a 557% year-over-year surge driven by HBM3E demand for NVIDIA AI accelerators, but shares slid 4% after the company g…
Wall Street futures point to a mixed open, with Nasdaq futures slightly negative after AI-related stocks fell earlier this week, while S&P 500 futures are flat and Dow futures are down 0.6%. Asian mar…
A blog post argues that the AI industry is heading for a crash due to unsustainable capital expenses, circular revenues, huge debt, public pushback, increasing corporate skepticism, diseconomies of sc…
ChipAgents, an AI startup, extended its Series A funding to $134 million with backing from Micron and MediaTek, driven by sixfold annual recurring revenue growth.…
SanDisk shares fell 14.3% on July 28, extending a three-day decline to 35%, after China's ChangXin Memory Technologies (CXMT) debuted on Shanghai's STAR Market with a $487 billion valuation, raising c…
Intel's Optane memory and storage technology, co-developed with Micron and based on 3D XPoint, was discontinued in 2022 after failing to find a market due to high cost and slow density improvements, b…
The Nasdaq-100 has fallen 9.7% from its record high, driven by a semiconductor selloff that analysts say is at odds with strong memory demand. South Korea's Kospi dropped nearly 11% on Tuesday, its ei…
A global memory supply shortage driven by surging AI demand caught nearly all experts off guard, according to a post on Grey Enlightenment. The shortage, which began in 2025 and continues into 2026, h…
Morgan Stanley found that 25% of S&P 500 members cited measurable benefits from AI adoption in the second quarter, up from 14% a year earlier, signaling a market rotation toward AI adopters. The bank …
A global semiconductor selloff deepened on July 28 as SK Hynix plunged 14.7% and Samsung fell 13.4% in Seoul, erasing 47% and 38% of their respective values since late June, while the PHLX Semiconduct…
The Nasdaq 100 briefly entered correction territory Tuesday as global chip and memory stocks sold off sharply, with shares of Sandisk, Western Digital, Seagate, Micron, and AMD all falling around 10% …
South Korea's KOSPI dropped more than 10% on Tuesday, on track for its worst month in over 30 years, as investors dumped shares of Samsung and SK Hynix, dragging down US chip stocks. The sell-off has …
The Nasdaq fell 1.2% Tuesday as a chipmaker rout deepened on fears of an AI bubble and Chinese competition, with Micron, AMD, Intel, Broadcom, and Nvidia slumping 10%, 8.4%, 7%, 1.8%, and 1%, respecti…
Global chip stocks fell roughly 13% in July, erasing over $1 trillion in market value in the worst monthly performance since 2022, as investors question whether the AI spending boom can sustain lofty …
Nasdaq fell 0.5% on Tuesday as AI-related stocks declined, with Micron dropping 6.7%, Marvell 5.8%, and AMD 5.7%, after reports that China began producing an advanced deep ultraviolet (DUV) lithograph…
Chinese memory chipmaker CXMT (ChangXin Memory Technologies) skyrocketed 466% in its Shanghai IPO, driven by AI-fueled demand for memory chips. The company competes with Micron, SK Hynix, and Samsung …
Shares of major U.S. chipmakers Micron, Sandisk, and Intel are sinking in premarket trading after Asian chip stocks plunged, with SK Hynix falling over 14.6% and Samsung dropping over 13.3%, driven by…
A SemiAnalysis experiment reveals that a fully maxed-out ChatGPT Pro subscription would cost $14,000 a month at API pricing, while users pay only $200. The business model relies on most subscribers un…
China's CXMT triggered a global selloff in semiconductor stocks after debuting on the stock market with a nearly 500% surge, with ASML falling 5.80%, SK Hynix losing 14.65%, and Samsung declining 13.3…