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…
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…
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…