The AI stock bubble is deflating, with chip stocks cratering globally Tuesday as investors fled the sector, sending South Korea's Kospi index down more than 10 percent and dragging the Nasdaq into cor…
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…
Dutch chipmaking equipment supplier ASM International projected third-quarter revenue of roughly 1.1 billion euros ($1.25 billion), beating the 994.5 million euros analysts expected, driven by sustain…
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…
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 …
Nvidia is deepening its role in financing AI infrastructure through a $500 billion partnership with South Korea's SK Group and discussions about up to $250 billion in guarantees for a proposed OpenAI …
Investors are rotating back into Alphabet stock after a chip stock rout, with shares closing above the key 200-day moving average on Monday and starting Tuesday above that level, according to Yahoo Fi…
Nvidia announced AI infrastructure deals potentially worth over $750 billion, including a $500 billion initiative with SK Group and talks to guarantee up to $250 billion for OpenAI data center leases,…
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 …
Semiconductor stocks tumbled Tuesday, with the PHLX Semiconductor Index falling more than 5%, as investors unwound AI-driven positions amid concerns over circular financing, Chinese competition, and m…
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 sharp sell-off in artificial intelligence stocks pushed South Korea's benchmark Kospi index to a three-month low on Tuesday, as Samsung Electronics and SK Hynix each plunged more than 10%. The decli…
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…
Moonshot AI's release of the 2.8 trillion parameter open-source Kimi K3 model on July 17 triggered a 10% weekly decline in the PHLX Semiconductor Index (SOXX), its steepest since April 2025, pushing t…
A sell-off in AI stocks intensified on Tuesday, driving South Korea's Kospi index to its lowest level since mid-April, as investors dumped chip stocks amid concerns over AI companies' borrowing for da…
Nvidia's recent flurry of AI deals, including a $500 billion partnership with SK Group, a $1 billion investment in Naver, and backing up to $600 billion in financing for OpenAI's data center and chip …
SK Hynix shares plunged 14.65% to 1.55 million won in Seoul on Tuesday, their second-largest decline of 2026, as a global semiconductor sell-off hit South Korea's memory-chip producers amid fears over…
Samsung engineers are defecting to rival SK Hynix, which is paying a $476,000 bonus per employee from record AI-chip profits, while Samsung foundry workers receive roughly $135,000. One Samsung team l…