South Korea announced an 800 trillion won ($520 billion) semiconductor investment plan, the largest in history, to build four new chip fabrication plants and three AI data centers. Samsung Electronics…
South Korean stocks rebounded after Samsung Electronics and SK Hynix announced massive investment plans during a government briefing, with the Kospi recovering from a 3.4% drop to close down just 0.2%…
South Korea announced an 800 trillion won ($585 billion) investment in a semiconductor cluster in the Honam region, targeting HBM and advanced packaging fabs by 2034-2035. The project, led by Samsung …
South Korea unveiled sweeping chip and AI megaprojects worth US$650 billion on Monday, as President Lee Jae Myung pledged to cement the nation's leadership in the global AI and semiconductor market. T…
South Korea plans up to $1.3 trillion in tech investments over the next decade, led by Samsung Electronics and SK Hynix, to boost AI-driven chip production and infrastructure. The announcement, set fo…
South Korea expects 550 trillion won ($380 billion) in private-sector investment for AI data centers, chips, and other technologies, led by Samsung Group and SK Group. Samsung plans over 1,000 trillio…
Asian markets were mixed on Monday as selling of AI-related shares pulled Japan's Nikkei 225 down 1% and South Korea's Kospi down 2%, while Hong Kong's Hang Seng gained 2.1%. The declines followed a W…
Asian markets were mixed on Monday as AI-related selloffs in Japan and South Korea dragged down regional indices, with Tokyo's Nikkei 225 falling 1% and South Korea's Kospi losing 2%. Gains in Hong Ko…
Asian markets fell on Monday following weekend unrest, with Japan's Topix down 0.3% and Nikkei 225 losing over 1%, while South Korea's Kospi dropped 2.2% amid AI investment plans from Samsung and SK H…
TSMC and Winbond are collaborating to build a localized DRAM supply chain in Taiwan using 3D wafer-on-wafer stacking technology, targeting edge AI workloads. The partnership leverages Winbond's CUBE a…
South Korean President Lee Jae-myung will announce three national projects on June 29 targeting semiconductors, AI data centers, and robotics, with Samsung Group expected to commit up to 1,000 trillio…
Samsung Group and SK Group will announce up to 2,000 trillion won ($1.3 trillion) in decade-long investments at a presidential briefing on June 29, including new semiconductor fabs in Gwangju and an A…
Micron Technology's market cap briefly surpassed Tesla and Meta on June 25 after fiscal Q3 revenue quadrupled to $41.46 billion, driven by surging demand for high-bandwidth memory chips used in AI inf…
South Korean President Lee Jae Myung announced a $649 billion public-private technology initiative on June 29, the largest government commitment to semiconductor and AI infrastructure in 2026. The inv…
Samsung Electronics and SK Group have pledged over 1,000 trillion won ($646 billion) over the next decade to build a massive semiconductor cluster in Gwangju, South Korea, aiming to dominate the AI me…
Micron Technology reported a massive earnings beat for its fiscal third quarter, with adjusted earnings of $25.11 per share on revenue of $41.46 billion, far exceeding analyst expectations. The compan…
Micron Technology reported fiscal Q3 2026 earnings with $41.46 billion in revenue and $28.24 billion in net income, achieving an 84.9% gross margin that surpasses Nvidia and Meta. The memory chipmaker…
Emerging market ETFs are increasingly tied to the AI chip trade as South Korea and Taiwan funds surpass China-focused funds in assets, pulling investors into the same global semiconductor cycle drivin…
Apple is lobbying the Trump administration for permission to buy cheaper DRAM from Chinese manufacturer ChangXin Memory Technologies (CXMT), which is blacklisted by the Pentagon. While CXMT offers up …
I prezzi delle RAM DDR5 sono aumentati vertiginosamente a causa della domanda di datacenter AI, che assorbe il 70% della produzione mondiale di DRAM. Analisti di Gartner, IDC, TrendForce e Counterpoin…