Nvidia stock fell 4% on Monday, leading chip stocks lower amid renewed concerns about circular financing after reports that the company may backstop $250 billion in funding for OpenAI to lease computi…
SK Hynix expects artificial intelligence demand to stabilize the memory chip industry's boom-bust cycles, with CEO Kwak Noh-jung warning of the most severe shortage ever through 2027. The dominant HBM…
Micron's new low-power DRAM consumes approximately one-third the power of DDR5 in AI data center workloads, according to the company. However, the article questions whether this is good news, suggesti…
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…
Chinese memory chipmaker ChangXin Memory Technologies (CXMT) surged more than 500% on its market debut Monday, reaching a market capitalization of 3.65 trillion yuan ($540 billion) and surpassing ICBC…
CXMT, a Chinese chipmaker courted by Apple, saw its shares soar 466% on its market debut Monday, briefly becoming mainland China's most valuable company with a market cap of US$547 billion before clos…
ChangXin Memory Technologies (CXMT) launched a blockbuster Shanghai IPO with a $487 billion valuation, with retail shares surging 472% and oversubscribed 212 times, demonstrating that domestic Chinese…
ChangXin Memory Technologies (CXMT) surged as much as 472% on its Shanghai debut Monday, reaching a market value of 3.31 trillion yuan ($489 billion) and becoming the most valuable company listed on m…
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…
Nvidia signed letters of intent with South Korea's SK Group on July 25, 2026, for a collaboration valued at over $500 billion covering AI data centers, memory chip supply, and next-generation computin…
Chinese tech giant Huawei has partnered with DRAM maker SwaySure and the Chinese government to set up a 12-inch memory production plant in Shenzhen, according to semiconductor analysts on X, in a move…
ChangXin Memory Technologies (CXMT) priced its Shanghai STAR Market IPO at 8.66 yuan per share on July 25, raising roughly $9.8 billion at an $85.2 billion valuation, with trading beginning July 27. T…
Commerce Secretary Howard Lutnick publicly pressured Samsung Electronics and SK hynix to build memory chip fabs in the United States or face a 100% tariff, a threat that lands as the AI-driven memory …
Top Democrat criticizes the Trump administration for worsening the chip shortage, threatening the CHIPS and Science Act's $39 billion in semiconductor manufacturing incentives. Micron CEO Sanjay Mehro…
Ford CFO Sherry House disclosed that DRAM memory chip costs driven by AI data center demand will add roughly $1 billion to the company's expenses in 2026, with spot DRAM prices jumping about 450 perce…
Michael Burry's Scion Asset Management has increased its short position against Nvidia, adding to put options first disclosed in late 2025 and expanding bearish bets across the semiconductor sector wi…
SK Group Chairman Chey Tae-won confirmed that Anthropic, the AI company behind Claude, is building its own computing power rather than relying entirely on third-party providers, signaling a deeper AI …
Intel and Micron shares fell more than 7% after Broadcom's AI chip forecast missed Wall Street expectations, triggering a semiconductor selloff that erased roughly $1.3 trillion in sector market value…
Semiconductor stocks are trading near their 10-year average forward P/E of around 19.5x despite nearly 50% of S&P 500 earnings growth coming from the sector, according to a16z. Analysts expect earning…
Memory-chip shortages driven by AI data-center demand are forcing Apple and other consumer-electronics makers to raise prices, according to NYU Stern pricing expert. DRAM chip prices roughly doubled i…