Oil prices surged over 2% after the U.S. launched strikes on Iran, while Asian shares were mixed. Brent crude rose to $76.09 a barrel and U.S. benchmark crude to $72.25. Markets remain volatile amid A…
Apple is testing DRAM chips from blacklisted Chinese chipmaker CXMT for devices sold in China, seeking US government approval as memory prices triple amid AI-driven demand. The move could set a preced…
SK Hynix filed for a $28 billion IPO on Nasdaq, the largest foreign company listing in US history, to fund production expansion amid a global shortage of high-bandwidth memory (HBM) critical for AI ch…
Samsung has begun mass production of PCIe 6.0 SSDs with up to 64TB capacity for Nvidia's Vera Rubin AI platform, which entered full-scale production on June 1, 2026. The drives, including the PM1763 a…
Sandisk stock surged 34% in June 2026, driven by AI data-center demand for NAND flash memory, with shares climbing from $1,695 to over $2,090. The rally was fueled by strong Q2 revenue of $3.03 billio…
Major chip stocks including SK Hynix, Samsung, Micron, and AMD have plunged double digits in a semiconductor sell-off driven by profit-taking, stretched valuations, and disappointing guidance from Bro…
SK Hynix projects $231 billion in revenue for 2026, up from $67 billion in 2025, driven by surging demand for high-bandwidth memory used in AI accelerators. The company dominates HBM shipments with ov…
High Bandwidth Flash (HBF), a NAND-based memory stack with read bandwidth comparable to HBM4 but 10x the capacity, is set to sample from Sandisk in late 2026 and appear in AI inference devices by earl…
Memory chipmakers SK Hynix, Micron Technology, and Samsung Electronics are riding a surge in AI-driven demand for high-bandwidth memory, but investors remain skeptical that the industry has broken fre…
Samsung's record earnings report triggered a sell-off in the US chip sector on Tuesday, as investors worried about overspending on AI infrastructure and lofty expectations. Shares of Intel, Marvell, a…
South Korea's $880 billion chip and AI infrastructure plan faces power and water constraints around the Yongin Semiconductor National Industrial Complex, which could require 15 to 16 GW at full operat…
SK Hynix's $28 billion American Depositary Receipt offering on Nasdaq was oversubscribed, with underwriters closing order-taking early on July 8. The South Korean memory chip maker's listing taps into…
Micron, Samsung, SK Hynix, and the Roundhill Memory ETF have all fallen more than 20% from recent highs, entering a bear market as the AI memory trade cracks despite Samsung's record profit. Semicondu…
Samsung Electronics' strong Q2 2026 profit outlook triggered a global chip-stock selloff on July 7, 2026, with Micron and Intel shares falling as much as 8%. The selloff reflects investor concern abou…
Micron reported record fiscal Q3 2026 revenue of $41.46 billion and non-GAAP gross margin of 84.9%, driven by AI memory demand, but shares remain volatile as investors question whether memory pricing …
SK Hynix, a South Korean memory-chip maker and key Nvidia supplier, is set to begin trading on the Nasdaq this Friday, aiming to raise approximately $28 billion in what could be one of the largest tec…
Samsung Electronics reported a 19-fold jump in quarterly profit, but its stock fell up to 10% as investors took profits from the AI-fueled rally, dragging down other chip stocks like Micron, Sandisk, …
US stock futures fell on July 7 after Samsung Electronics reported a record 19-fold profit increase for Q2 2026, triggering a sell-the-news event that wiped out over $80 billion in market value. Samsu…
U.S. chip stocks rallied Monday but Asian shares fell Tuesday as concerns about the sustainability of AI-driven demand weighed on Samsung and SK Hynix, dragging South Korea's KOSPI down 5%. Samsung's …
Synopsys is discontinuing its chip fab manufacturing control software to redirect engineers toward more profitable AI chip design tools, a move confirmed by internal sources and affecting customers in…