The global semiconductor market exceeded $300 billion in quarterly revenue for the first time in Q1 2026, driven by an 80% surge in memory demand from AI. Japan's Kioxia and South Korea's Samsung and …
Singapore's non-oil domestic exports surged 38.4% year-on-year in May 2026, driven by a record 94.8% jump in electronics shipments fueled by global AI infrastructure demand. Integrated circuits rose 8…
The Bank of Korea held its benchmark interest rate at 2.50% for the eighth consecutive meeting while upgrading its 2026 growth forecast to 2.6% and inflation forecast to 2.7%, driven by an AI-fueled s…
Apple's iPhone 18 will feature 12GB of RAM to support advanced on-device AI and Siri features, with no price increase, according to KB Securities. The base model will match the memory of higher-end iP…
South Korea's presidential chief of staff for policy, Kim Yong-beom, proposed a "national dividend" plan to redistribute excess tax revenues from AI infrastructure profits to citizens, causing the Kos…
Asian tech stocks surged on Monday after the United States and Iran announced a peace agreement, with AI and semiconductor companies posting the largest gains. SoftBank rose 10%, SK Hynix climbed 6.42…
Micron Technology shares surged nearly 10% after analyst upgrades highlighted AI-driven demand for its memory chips ahead of fiscal Q3 earnings on June 24. The company's high-bandwidth memory is sold …
A new ETF allows investors to buy shares of memory chip makers Micron, Sandisk, SK Hynix, and Samsung for under $100, addressing the AI memory bottleneck.…
TD Cowen raised its price target on Micron Technology to $1,500 from $660, citing surging demand for AI memory chips. The analyst maintained a Buy rating as Micron's high-bandwidth memory supply for 2…
SK Group Chairman Chey Tae-won urged employees to adopt AI agents as part of a companywide AI transformation, calling for a "one-person, one-agent" initiative at the 2026 Icheon Forum. Chey said more …
Orderly Network listed $SKHYNIX, a perpetual futures contract tracking SK Hynix, with up to 10x leverage on decentralized exchanges. The listing uses Orderly's permissionless system to offer synthetic…
SK Hynix plans to triple memory production, but SK Group chair warns the expansion will take up to eight years, highlighting the slow pace of semiconductor manufacturing scale-up amid surging AI deman…
Global prime brokers are reducing margin financing for hedge funds betting on Samsung Electronics and SK Hynix, as the two stocks now represent roughly 40% of South Korea's Kospi Index. The pullback f…
South Korean AI silicon startup Rebellions is prioritizing memory-centric architecture in its technology roadmap, leveraging strategic ties with SK Hynix and Samsung Foundry as it explores IPO options…
The rapid buildout of AI infrastructure has created a structural shortage of DRAM and NAND flash memory, causing enterprise IT budgets to become unpredictable and server costs to rise by over 125% in …
Anthropic launched Fable 5 / Mythos 5, a model tier for long-horizon asynchronous autonomy, on June 10, 2026, marking the arrival of the async-agent era. The release reframes AI competition around aut…
SK Hynix and Nvidia have entered a multi-year strategic co-development agreement to create next-generation memory technology for AI factories, GPU servers, edge workstations, and robotics platforms. T…
The price of the 1 TB Steam Deck OLED jumped $300 overnight, from $649 to $949, as part of a broader price increase across laptops, mini PCs, and handhelds driven by a memory-pricing crisis. Roughly 9…
The S&P 500 fell 2.64% on June 5, its worst single-day decline since October, as a broad sell-off in AI-related stocks dragged markets lower. The decline puts the index's nine-week winning streak at r…
Amundi, Europe’s largest asset manager overseeing €2.4 trillion, predicts Asia’s AI-driven stock rally will continue, citing strong earnings and reasonable valuations in South Korean and Taiwanese tec…