The AI boom is structurally reshaping East Asia's electronics supply chains as memory and logic chip makers prioritize high-margin AI hardware over traditional PC and smartphone components, creating s…
Nvidia has agreed to give Amkor Technology a $1.5 billion prepayment to expand advanced semiconductor packaging and testing in the United States, tightening a supply relationship that already sits beh…
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…
Chinese memory chip maker ChangXin Memory Technologies (CXMT) has become powerful enough to charge prices that even Huawei cannot stomach, ordering engineers from Huawei-connected equipment vendor SiC…
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 …
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…
AI chip startup Etched raised $300 million in a Series C round led by Sequoia, valuing the company at $10.3 billion, doubling its valuation from $5 billion in December. The company, which builds chips…
Etched, a San Jose-based AI chip startup, raised $300 million in a Series C round at a $10.3 billion valuation, led by Sequoia Capital, to scale production of its Sohu transformer-specific ASIC that c…
AI chip startup Etched has raised $300 million in a Series C round at a $10 billion pre-money valuation, bringing total funding to $1.1 billion, with $1 billion in pre-orders already secured. The roun…
AI chip startup Etched, founded by three Harvard dropouts in 2022, has closed a $300 million Series C funding round at a $10.3 billion valuation, doubling its valuation in seven months, co-founder and…
South Korea announced on July 22 that it will build a national AI chatbot, free for every citizen, powered by domestic technology to reduce reliance on ChatGPT and Claude among its 51 million citizens…
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. …
Researchers at Fudan University in Shanghai have developed a two-dimensional flash memory chip that stores data using a single electron at room temperature, a tenfold improvement over previous single-…
Labour unions across South Korea are rallying after Samsung Electronics agreed to hand out bonuses of more than US$400,000 to some employees, with workers at Hyundai Motor, HD Hyundai Heavy Industries…
South Korean labour unions across multiple industries are pushing for higher bonus payouts after Samsung Electronics agreed to bonuses exceeding US$400,000 for some employees amid the AI boom. Hyundai…
Asian shares rose 0.8% on Wednesday as regional chipmakers climbed on expectations of benefiting from billions of dollars flowing into artificial intelligence buildout, with South Korea's Kospi adding…
Asian stocks rose on Thursday after US technology firms outlined significant capital spending plans that are likely to benefit chipmakers in the region, with South Korea's Kospi jumping 3% led by Sams…
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 new $3 trillion sector dubbed 'Memi'—a portmanteau of memory and semiconductors—is transforming global equities markets, fueled by AI's demand for memory chips, according to asset manager Harbor Cap…