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…
South Korea's benchmark KOSPI index cratered in late July 2026, erasing approximately $2.18 trillion in market value over two sessions and posting its steepest monthly decline on record, after more th…
South Korea's KOSPI index plunged 10.8% on July 28 to close at 6,023.66, its steepest single-day drop in nearly five months, as Samsung Electronics and SK Hynix shares fell 13.4%-14.7%, erasing months…
ASML Holding NV is pushing price hikes of 10% on mature DUV lithography systems and increases on EUV machines, with TSMC, its largest customer, resisting the increases, according to The Information. T…
AI-related exchange-traded funds now account for a record 19% of all US ETF trading volume, according to data cited by Crypto Briefing. AI-focused ETFs pulled in $19 billion in inflows during 2025, up…
Semiconductor stocks lost approximately $1.3 trillion in market value in early June 2026 as the crowded AI trade unraveled, with the Philadelphia Semiconductor Index (SOX) falling into bear market ter…
Chinese memory chipmaker CXMT's Shanghai debut, which surged 466% to 3.3 trillion yuan (£365bn), and reports of domestic deep-ultraviolet lithography tools triggered a global AI stock rout, with South…
A global sell-off in AI-linked shares, triggered by the Shanghai debut of Chinese memory chipmaker CXMT and reports that China developed its own deep-ultraviolet lithography tools, sent the Kospi down…
Wedbush analyst Dan Ives said on CNBC on July 27 that demand for Nvidia's AI chips is outpacing supply by 12 to 1, a figure he has since raised to 15 to 1. The shortage is driven by a bottleneck in TS…