Samsung Electronics unveiled a new 3D-memory roadmap, including zHBM and zNAND-O, claiming the zHBM system delivers about eight times the performance and over 10 times the memory density of next-gener…
Leopold Aschenbrenner's hedge fund Situational Awareness lost 67% in July 2026, falling from $45 billion to $10 billion in assets under management, after concentrated bets on AI hardware and semicondu…
Samsung Electronics has surpassed $1 billion in sales of its next-generation high-bandwidth memory (HBM) 4 chips within about four months of mass production, which began on February 12, 2026. The comp…
Apple has raised prices across its product lineup, including a $200 increase for the standard MacBook Air to $1,299, due to a global computer chip shortage driven by AI data center demands, according …
Semiconductor stocks rallied Tuesday, with the PHLX Semiconductor Index surging over 6% and the S&P 500 reaching record highs, as Marvell Technology launched new AI-optimized memory products at the Fl…
SK Hynix, which controls roughly 58% of the high-bandwidth memory market, received a bullish endorsement from Wedbush as a global memory shortage tightens the AI supply chain. On July 10, SK Hynix com…
SanDisk shares closed at $1,385.98 on Tuesday, up 7.6%, capping a 726% year-to-date rally that makes it the best performer in the S&P 500, ahead of its fiscal fourth-quarter earnings on August 5. The …
SK Hynix controls roughly 56% of the global high-bandwidth memory market and is Nvidia's primary supplier of the memory chips essential for AI accelerators, making it the most critical player in the A…
Goldman Sachs reports that Asia-focused long/short equity hedge funds suffered an average loss of 18.6% through July 28, marking the single worst month on record for the strategy, as a tech selloff er…
SK Hynix and Sandisk unveiled the first standard specifications for high bandwidth flash (HBF), a next-generation memory technology designed to address supply chain constraints of high bandwidth memor…
Counterpoint Research's Global Memory Tracker for Q2 2026 reports that DRAM chip prices are expected to rise again due to growing demand for agentic AI and AI server CPUs. Samsung regained the top spo…
Micron Technology Inc.'s entire high-bandwidth memory output for 2026 is sold out under binding multi-year contracts, and the broader memory industry is expected to remain sold out through 2027, accor…
Micron Technology Inc. shares fell as much as 22% in July 2026, their worst monthly performance in over a decade, after ChangXin Memory Technologies (CXMT) surged 466% in its Shanghai STAR Market IPO,…
Leopold Aschenbrenner's AI-focused hedge fund Situational Awareness lost roughly 67% of its value in July, forcing it to sell a $16 billion public equity portfolio to Citadel at a 10% discount to meet…
Saham chip AI di Asia tertekan tajam pada awal pekan, dengan SK Hynix turun 8 persen dan Samsung Electronics merosot 8,4 persen, meskipun ketegangan AS-Iran mereda dan harga minyak Brent turun 5,1 per…
Semiconductor stocks fell in early trading Monday, with the PHLX Semiconductor Index declining 2% amid fears of increased competition from China, as Micron Technology and SK Hynix shares tumbled aroun…
Apple Inc.'s MacBook Air is facing its worst supply shortage in recent memory, with delivery estimates on Apple's online store ranging from two to six weeks and higher-RAM configurations facing longer…
Moody's upgraded SK Hynix to A3+ with a stable outlook on August 3, 2026, completing a clean sweep of credit rating upgrades by all three major agencies in 2026, following S&P's BBB+ upgrade on Februa…
ChangXin Memory Technologies (CXMT), China's largest domestic DRAM chipmaker, plans to build a second chip fabrication plant in Beijing and is seeking fresh funding, aiming to more than double product…
South Korea's Kospi index closed 5% lower on Monday, with Samsung Electronics and SK Hynix both falling 9%, after a historic July selloff that left the benchmark roughly a third below its June peak. T…