Asian stocks rose Friday, with South Korea's Kospi Index surging over 14% as chip majors SK Hynix and Samsung Electronics rallied, reviving confidence in the artificial intelligence trade. The yen hel…
Leopold Aschenbrenner's $24 billion AI-focused hedge fund Situational Awareness sold off the bulk of its public equities to Ken Griffin's $71 billion Citadel fund after suffering massive losses on AI …
Sandisk and SK Hynix are developing high-bandwidth flash (HBF) memory technology that could boost GPU accelerator memory capacity from hundreds of gigabytes to terabytes by stacking NAND flash layers,…
China's state-backed DRAM maker ChangXin Memory Technologies (CXMT), now holding 7.7% of the global DRAM market, completed an $8.6 billion IPO on July 27, 2026, with shares surging 466% on the first d…
Investors sold off $1.3 trillion from the 20 most valuable chip stocks over the past week, led by Nvidia's $238 billion loss, according to CNBC analysis. Morningstar Chief Equity Strategist Michael Fi…
Leopold Aschenbrenner's hedge fund, Situational Awareness, was forced to sell off the majority of its public positions after suffering major losses, according to CNBC. The fund, which had about $45 bi…
Samsung Electronics forecast during its Q2 2026 earnings call on July 30 that the global memory chip shortage will worsen in 2027 and persist into 2028, driven by AI demand for high-bandwidth memory. …
Leopold Aschenbrenner's AI hedge fund Situational Awareness LP (SALP) liquidated its entire public equity portfolio around July 30, 2026, after margin pressure from losses in key positions like SK Hyn…
Leopold Aschenbrenner's hedge fund Situational Awareness has been forced to sell its entire public stock portfolio after steep losses on leveraged AI bets, with Citadel buying the book. The fund, whic…
Hedgefonden Situational Awareness, grundad av AI-forskaren Leopold Aschenbrenner, tvingas sälja alla sina börsnoterade innehav efter ett ras i AI-aktier, rapporterar CNBC. Fonden, som förvaltar omkrin…
Microsoft's enterprise AI business is surging, expanding OpenAI's influence, while SambaNova emerges as a company to watch, according to a July 30, 2026 analysis by Tom Krazit. The report also highlig…
Samsung Electronics reported a record operating profit of 89.5 trillion won ($62 billion) for the April-June period, a 19-fold increase from a year earlier, driven by AI chip demand. Despite the recor…
Samsung expects the RAM supply crisis to worsen, with Jaejune Kim, head of sales and marketing for memory, saying supply limits will become "more severe in 2027 than 2026" and that no significant incr…
Oil prices slipped and world shares were mixed on Thursday as investors sold artificial intelligence-related stocks in Asia, with South Korea's Kospi falling 1.2% after losing more than 16% over the p…
South Korea's KOSPI index lost approximately $2.18 trillion in market value over July 28-29, plunging nearly 40% from its peak in just over a month, as an AI-stock unwind crushed leveraged retail inve…
Samsung executives said the RAM shortage is expected to continue through 2028, with unmet demand from 2026 carrying over into 2027 and further constraining supply. Samsung's semiconductor division rep…
Oil prices slipped and Asian shares traded mostly lower Wednesday, with South Korea's Kospi extending losses after falling more than 16% over the past two days, as investors sold chipmaker stocks amid…
Zhongji Innolight raised HK$53.41 billion ($6.81 billion) in Hong Kong's largest IPO since Alibaba's 2019 secondary listing, but shares fell as much as 9.4% on their July 30 debut, according to the Fi…
Samsung Electronics expects AI chip demand to stay strong and supply to remain short in 2026, the company said on Thursday, after posting a more than 250-fold rise in semiconductor operating profit to…
Samsung Electronics reported a more than 250-fold rise in semiconductor operating profit to 89.2 trillion won in the second quarter, driven by AI chip demand, and warned that supply shortages could wo…