Asian shares traded mixed on Monday, with Japan's Nikkei 225 jumping 1.6% and South Korea's Kospi gaining 0.4%, while U.S. futures fell and oil prices declined on progress in U.S.-Iran talks. Technolo…
Apple raised MacBook prices by up to $400 as a memory-chip shortage driven by AI data center demand squeezes consumer electronics supply. Data centers are expected to consume 70% of global memory prod…
South Korean retail investors are using Hong Kong-based platforms to buy leveraged semiconductor ETFs, seeking higher returns from the AI and chips boom. The CSOP 2X leveraged ETFs tracking Samsung El…
South Korea's early June exports surged 85.9% year-over-year to $28.6 billion, driven by a 205.8% jump in semiconductor exports to $11.1 billion, as AI-fueled demand for high-bandwidth memory chips fr…
South Korea's exports surged 60.4% year-on-year in the first 20 days of June, driven by a semiconductor boom that saw chip shipments rise 169.4% in May. The AI chip rally is pulling capital from crypt…
Micron reports earnings on June 24 with 81% gross margin guidance and multi-year HBM contracts, testing whether the market values it as an AI infrastructure play rather than a cyclical memory supplier…
Jim Cramer reported that memory shortages, particularly in high-bandwidth memory (HBM), are causing hyperscale cloud providers like Amazon, Alphabet, Microsoft, and Meta Platforms to underperform memo…
Micron Technology will report fiscal Q3 2026 earnings on June 24, with analysts forecasting profit growth of roughly 932% year-over-year, driven by surging demand for high-bandwidth memory used in AI …
Micron Technology is expected to report fiscal third-quarter 2026 earnings on June 24 with adjusted EPS between $19.95 and $20.98, representing roughly 1,000% year-over-year profit growth driven by su…
Micron Technology has received 57 buy ratings from analysts, with price targets approaching $1,500, driven by the AI memory boom that has quadrupled the stock in 2026. The company's fiscal Q3 2026 ear…
Japan's semiconductor equipment makers Tokyo Electron, Screen Holdings, and Advantest are losing China revenue due to export controls, with Tokyo Electron's China sales dropping from 47.4% to 26.8% of…
Apple CEO Tim Cook said price hikes across Apple's product lineup are unavoidable due to a global memory chip shortage driven by AI demand. Memory chip costs have surged nearly 300%, pushing the iPhon…
Samsung, Micron, and SK Hynix have reallocated 93% of DRAM production to high-bandwidth memory for AI, causing a consumer chip shortage. This shift has raised component costs, pushing average smartpho…
Sovereign AI is shifting from a software model race to a supply chain security issue, as governments and companies worry about access to frontier AI models. The real challenge lies in securing the ent…
Nothing has scrapped its planned CMF Phone 3 Pro due to soaring memory chip prices driven by AI demand, marking the first casualty of a device that will not exist rather than just costing more. Apple …
SK Hynix shares surged more than 7% to a record high in Seoul, driven by renewed AI chip demand after Intel's bullish earnings report. The rally pushed South Korea's KOSPI index past 8,000 points for …
Apple CEO Tim Cook announced unavoidable price increases for the upcoming iPhone 18 Pro due to a global shortage of DRAM and NAND chips, driven by AI companies' demand. The base model could cost $1,29…
South Korea's retail crypto trading volume fell 28% year over year to $69 billion in Q1 2026, the steepest decline among major global markets, as retail investors shifted to AI-driven semiconductor st…
Apple CEO Tim Cook confirmed that price increases across iPhones, MacBooks, and iPads are unavoidable due to surging memory costs driven by AI data center demand. Memory and storage costs for the iPho…
Apple CEO Tim Cook confirmed to the Wall Street Journal that price increases across Apple's product lineup are unavoidable due to AI datacenter spending consuming 70% of global DRAM supply, driving me…