South Korea's chip industry, which supplies about 80% of the world's high-bandwidth memory chips for AI systems, is reshaping the economy and society, with factory workers at Samsung Electronics and S…
Apple Inc. has begun technical qualification testing of DRAM memory chips made by ChangXin Memory Technologies (CXMT), China's largest domestic memory producer, for use in iPhones and MacBooks sold in…
A new report from Digitimes, spotted by TweakTown, indicates that Samsung, SK Hynix, and Micron have collectively sold out all their DRAM and HBM manufacturing capacity for 2027, largely to AI compani…
SK Hynix announced it will invest ₩54 trillion ($37.3 billion) to build new DRAM and NAND fabs in Yongin and Cheongju, citing Omdia's projection of 19 percent CAGR for DRAM and NAND demand from 2025 t…
Solidigm signed a multi-year contract with CoreWeave to provide priority access to its enterprise SSD capacity, a deal announced amid reports that Solidigm is pursuing a pre-IPO funding of up to $7.1 …
Memory chipmakers Samsung, Micron, and SK Hynix have reportedly sold out their DRAM inventory through 2027, driven by AI companies consuming nearly 70% of DRAM production capacity, according to Taiwan…
The global computer microchip market is projected to nearly triple to $74.70 billion by 2035 from $30.03 billion in 2025, growing at 9.54% annually, according to SNS Insider data released via GlobeNew…
Etched raised $300 million in a Series C funding round at a $10.3 billion valuation, announced in late July, less than a month after emerging from stealth, with Sequoia leading the round and participa…
Samsung Electronics warned during its Q2 2026 earnings call that AI-driven memory chip shortages will intensify in 2027 and persist through at least 2028, sending Micron Technology shares up approxima…
Roundhill Investments' Memory ETF (DRAM) attracted nearly $10 billion in assets under management within 43 days of its April 2, 2026 launch, making it one of the fastest-growing ETFs in history. The f…
Changxin Memory Technologies (CXMT), a Chinese state-backed memory chipmaker holding roughly 8% of the global DRAM market as of Q1 2026, has rejected Apple's request for discounted LPDDR5X memory pric…
Citadel's Wellington multistrategy fund gained 5.9% in July after acquiring approximately $16 billion in AI stocks from Situational Awareness, the collapsed hedge fund run by former OpenAI researcher …
Global shares advanced Wednesday after Wall Street hit fresh records, with Japan's Nikkei 225 jumping 3.7% and South Korea's Kospi rising 3.8% on gains in AI-related chipmakers. Oil prices resumed the…
China's ChangXin Memory Technologies (CXMT) has secured HP, Asus, and Acer as DRAM customers for products sold outside the US, bypassing US market exclusions and proving its chips can be embedded in g…
Goldman Sachs is maintaining its bullish stance on South Korean equities, reiterating an overweight rating and a 12-month Kospi target of 12,000, which implies about 80% upside, despite a recent sello…
Semiconductor stocks surged in Asian trading on Wednesday, with the Kospi jumping 4.0% led by SK Hynix and Samsung, despite after-hours declines for SpaceX and AMD. SpaceX disclosed capital expenditur…
Asian shares surged and oil prices eased Wednesday after U.S. stocks rallied to records on strong corporate earnings and hopes for a Middle East deal. Japan's Nikkei 225 gained 3.3%, Seoul's Kospi jum…
MSCI All Country World Index rose nearly 0.5% on Wednesday, heading for another record close, as Asian-Pacific stocks climbed over 2% and chipmakers SK Hynix and Samsung Electronics advanced more than…
Samsung Electronics unveiled zHBM, a memory architecture stacked directly on AI chips, at the Future of Memory and Storage conference in Santa Clara on August 4, claiming it runs eight times faster th…
Asian stocks advanced, with MSCI's Asia Pacific equities gauge climbing 1.1%, led by a 3.5% jump in South Korean shares, as Samsung Electronics and SK Hynix rallied over 4% in Seoul on renewed bets on…