CNBC reports that four memory stocks—Micron Technology, Samsung Electronics, SK Hynix, and Western Digital—are benefiting from the AI boom, but they differ in product focus and market positioning. CNB…
Memory prices have surged up to 500% in the past year, with U.S. prices now 5 to 10 times higher than a year ago, driven by AI companies that bought nearly all available memory supply, according to re…
Yangtze Memory Technologies Co. Ltd (YMTC), China's sole NAND flash manufacturer, has completed pre-IPO advisory preparations to list on Shanghai's STAR market, following CXMT's IPO that raised nearly…
SK Hynix is backing optical interconnects and co-packaged optics (CPO) as the key to breaking the AI memory wall, according to a paper co-authored with researchers from the University of Virginia, Nan…
Samsung Electronics and SK Hynix posted a combined operating profit of 150 trillion won ($104 billion) in Q2 2026, drawing demands from US trade officials, labor unions, and shareholders to share the …
Samsung Electronics plans to return between 90 trillion and 110 trillion won ($65 billion to $79 billion) to shareholders in 2026, the largest payout in its history, funded by booming demand for AI se…
South Korea's government under President Lee Jae Myung is creating a 'Future Response Fund' to channel unexpected semiconductor tax revenues into youth employment, housing, startups, and AI infrastruc…
SK Hynix, the South Korean memory chipmaker, is considering building a chip plant in Japan's Miyagi prefecture with an investment of tens of trillions of won, according to a Hankyoreh report citing in…
Samsung Electronics will announce a shareholder return package potentially worth up to 110 trillion won ($79 billion) after a board meeting in Seoul on Friday, August 22, marking the largest return in…
The Roundhill Memory ETF (DRAM), launched April 2, has surged to roughly $28 billion in assets, driven by approximately $27 billion in net inflows, making it one of the fastest-growing ETFs on record.…
SK Hynix reported a 76% operating margin for Q2 2026, up from 41% a year earlier, with operating profit of 60.54 trillion won ($41.7 billion), a 557% year-over-year increase, driven by AI demand for h…
Micron Technology announced on Thursday it will spend $10 billion over the next decade on a new research lab in Boise, Idaho, to advance memory technologies and support future chip manufacturing. The …
SK Hynix, the South Korean memory chip maker, will pay 60% of its 2026 profit-sharing bonuses in company stock and 40% in cash under a preliminary agreement reached August 20, pending union approval. …
Micron Technology is investing $50 billion to build two DRAM fabrication plants in Boise, Idaho, with equipment arrival slated for late 2026 and initial production by mid-2027, backed by $6.4 billion …
PINE64, the open hardware manufacturer, has halted its Linux hardware production line due to DRAM and eMMC supply disruptions caused by AI data centers locking up global memory supply, with no new lau…
Nvidia's RTX 5090 graphics card is now listed at $4,929.99 on Nvidia's own store, up from a $1,999 MSRP for the Founders Edition, after an Asus ROG Astral RTX 5090 BTF order was canceled following a $…
Samsung Electronics and SK Hynix are preparing record shareholder returns after investor concerns over AI hardware spending sustainability hit their stocks. Samsung will announce a plan worth more tha…
SK Hynix and its labour union reached a tentative wage deal featuring a 6.3% salary increase and a shift in bonus payments to 40% cash and 60% company shares, replacing the previous all-cash structure…
South Korea's KOSPI index plunged nearly 40 percent from its June peak, erasing billions in paper wealth for millions of novice investors who had piled into AI-driven chip stocks, with margin loans re…
The top five NAND vendors increased their combined revenue by 77 percent between the second and third quarter, reaching $68.87bn in Q2, driven by surging AI demand and higher average selling prices, a…