China's chip exports nearly doubled in the first half of 2024, driven by mature logic integrated circuits, while Nvidia's H200 chips have resumed limited imports into China. The US leads in advanced A…
Asian shares mostly gained on Tuesday, with South Korea's Kospi jumping 4.7% and Japan's Nikkei 225 adding 2.8%, recovering some losses from recent AI stock sell-offs. The Kospi surged as Samsung Elec…
South Korea's plan to build an 800 trillion won ($540 billion) semiconductor hub in the southwest by 2030 faces local backlash over power and water demands, with residents opposing new transmission li…
South Korea's exports hit a record $29.8 billion in the first 10 days of July, driven by semiconductor shipments that nearly tripled to $11.2 billion, according to Korea Customs Service data. The chip…
ASML, the Dutch semiconductor equipment maker, is offering eligible employees a one-time conditional share award worth €20,000 as a retention grant through 2030, targeting roughly 45,000 workers world…
UBS projects Micron Technology will generate over $400 billion in cumulative free cash flow between 2027 and 2029, driven by AI memory demand, enabling the company to repurchase more than 40% of its o…
Semiconductor stocks led by AMD, Micron Technology, and SK Hynix jumped on Monday, recovering from a 9% drop in the PHLX Semiconductor Index last week. AMD rose 4% after Rosenblatt and UBS raised pric…
Robert Naess, investeringsdirektör på Nordea Asset Management, varnar för hög risk för en AI-bubbla, då många bolag är för högt värderade utifrån vinster som ligger långt över normala nivåer. Han peka…
South Korea's US$4 trillion equity market, led by AI-driven swings in Samsung Electronics and SK Hynix, is increasingly setting the tone for global stocks, with the 60-day correlation between the Kosp…
SK Hynix surpassed Samsung Electronics to become South Korea's most valuable company, with a market capitalization of 2,080.4 trillion won ($1.35 trillion) on June 23, driven by a 300% year-to-date su…
South Korea's Samsung Electronics and SK Hynix announced plans to invest roughly $518 billion (800 trillion won) in semiconductor infrastructure, building four new chip fabrication plants and doubling…
A punishing technology selloff erased billions in market value in the week ending July 17, with the technology sector tumbling 5.9% and the iShares Semiconductor ETF sinking 19% month to date, as inve…
ASML sold 86 new lithography systems in Q2 2026, including 16 of its most advanced extreme ultraviolet (EUV) machines, as AI chip demand drove net sales to €9.3 billion and net income to €2.9 billion.…
Franklin Templeton analysts are warning investors in Micron Technology and SK Hynix that AI-driven memory chip valuations, which have pushed the combined market cap of the three dominant memory player…
Stocks hammered by a massive margin call and 'push-button liquidity' are poised to rebound, according to Fundstrat Global Advisors cofounder Tom Lee, who has a strong recent track record of market for…
SK Hynix has captured roughly 70% of Nvidia's HBM4 memory orders for the upcoming Vera Rubin AI platform, making Nvidia the first customer for the next-generation memory chips. The multi-year co-devel…
India's smartphone shipments fell 10 percent year over year in the second quarter of 2026, the steepest June-quarter decline in six years, according to Counterpoint Research. The drop is driven by a m…
Apple closed at $4.88 trillion on Friday, overtaking Nvidia's $4.86 trillion to reclaim the title of world's most valuable company for the first time since April 2025. Nvidia fell 3.5% as investors br…
India's smartphone shipments fell 10% year-over-year in the April-June quarter, the steepest June-quarter decline in six years, as AI-driven demand for memory chips pushed up handset prices, according…
Apple overtook Nvidia on Friday to become the world's most valuable company, with a market valuation of $4.88tn compared to Nvidia's $4.86tn after a 3.5% decline. The shift reflects investors broadeni…