Chinese memory chip maker ChangXin Memory Technologies (CXMT) ejected engineers from SiCarrier, a Huawei-linked chipmaking-equipment vendor, from its R&D cleanrooms in Hefei last month amid a pricing …
China's ChangXin Memory Technologies (CXMT) is racing to break the South Korean stranglehold on AI memory chips as DRAM spot prices jumped nearly 700% in a year and data centers are on track to consum…
SK Hynix reports second-quarter earnings on July 29, with Korea Investment & Securities forecasting revenue of 80.9 trillion won and operating profit of 60.4 trillion won, as the AI memory supercycle …
Elon Musk is building a domestic chip factory called Terafab in Texas through a joint venture between Tesla and SpaceX, aiming to break U.S. dependence on foreign semiconductor suppliers without gover…
General Motors expects North American vehicle pricing to climb about 0.5% this year and faces $1.5 billion to $2 billion in commodity inflation headwinds, including higher DRAM costs, as the AI-fueled…
Elon Musk thanked Samsung, TSMC, and Micron during Tesla's Q2 earnings call on Wednesday, highlighting the critical role of memory chips in the AI boom. The rapid construction of AI data centers has c…
Elon Musk thanked Micron on Tesla's quarterly call for a significant memory allocation on reasonable terms, but Tesla and SpaceX are jointly building Terafab, a chip fab at Giga Texas that could cost …
Samsung Electronics is forecasting a 19-fold increase in operating profit for Q2 2026 compared to the same quarter a year earlier, driven by a projected tripling of high bandwidth memory (HBM) sales. …
AI infrastructure demand is moving so fast that hardware makers must constantly rewrite supply chain plans, according to Vik Malyala, chief business officer of Super Micro Computer Inc. Malyala told t…
Harbor Capital has coined the term "Memi" (memory semiconductors) to describe a new $3 trillion sector dominated by Micron, SK Hynix, and Samsung, which are essential to AI infrastructure due to high-…
A Chinese AI model became so popular it stopped accepting new users, and analysts say Nvidia and Micron could be the real winners from the surge in demand.…
The iPhone 18 Pro range launching this September could cost $200 to $300 more than current models, driven by a global shortage of memory chips that are also in high demand for AI data centers, accordi…
GlobalData.TS Lombard says South Korea's tech rally is losing momentum as memory-chip pricing cools and Chinese capacity expands, favoring Taiwan and Japan as better long-term AI investment plays. The…
Korean stocks opened sharply higher Wednesday, with the KOSPI up 337.92 points (5.01%) to 7,085.87, driven by a continued rebound in chipmakers. Overnight U.S. chip stocks like Micron and Sandisk rose…
Nvidia disclosed a $4B+ passive stake in neo-cloud startup Nebius, sending its stock up 18.8%, as the Nasdaq led a strong market session with a 1.9% gain driven by a semiconductor rally. Oracle faces …
Halvledarbolag lyfter Wall Street, med S&P 500 upp 0,9 procent och Nasdaq upp 1,2 procent. Micron rusar 12,9 procent, medan AMD, Marvell och Intel stiger 7,5–7,9 procent. Nvidia klättrar 1,5 procent. …
SK Hynix now generates 65% of its revenue from the United States, driven by AI infrastructure demand for its high-bandwidth memory chips, not crypto mining. The South Korean chipmaker posted 97.1 tril…
SK Group Chairman Chey Tae-won warned that demand for AI memory chips, specifically high-bandwidth memory (HBM), is exceeding supply by 60% to 100%, and governments are beginning to treat memory acces…
SK Group Chairman Chey Tae-won called current semiconductor prices 'abnormally high' and warned of 'chipflation' at the Korea Chamber of Commerce and Industry Summer Forum on July 15, urging supply in…
SK Group Chairman Chey Tae-won warned that the global shortage of AI memory chips is severe enough to trigger government intervention, with foreign governments already treating memory access as a matt…