Kioxia's market cap dropped roughly 50% from its June 2026 peak, erasing approximately 29.5 trillion yen ($181.7B), after the stock surged more than 600% year-to-date on AI memory demand. The decline …
US chip and memory stocks lost over $1 trillion in market value in a brutal selloff triggered by Broadcom's AI chip guidance falling short of analyst expectations and a strong jobs report raising rate…
The Philadelphia Semiconductor Index (SOX) has fallen over 11% from its June 2026 high, erasing roughly $1.5 trillion in market value since late June, as waning AI-driven enthusiasm pushes memory-chip…
ASML raised its full-year 2026 net sales guidance to €43B-€45B on July 15, the second upward revision this year, as AI chip demand accelerates. The Dutch semiconductor equipment maker reported Q2 2026…
Huawei is building its own DRAM fabrication plants, likely through a joint venture with SwaySure (SWX), according to analysts and media reports. The move aims to address a global DRAM shortage driven …
Global investors poured a near-record $120.8 billion into U.S. stocks in May, the second-highest monthly inflow ever, according to Treasury International Capital data, driven by a fear of missing out …
Taiwan Semiconductor Manufacturing Company posted June 2026 revenue of NT$442.68 billion ($14 billion), a 68% year-over-year jump, and first-half revenue of NT$2.4 trillion ($75 billion), up 35.6%, dr…
Senior US lawmakers are pressing the Trump administration to ban Chinese memory chip suppliers ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies Co (YMTC), both on the Pentagon's 126…
Samsung Health users are seeing a new consent prompt asking whether they agree to let their health data be used for AI training, sparking privacy concerns after an early warning message suggested that…
Samsung's Bixby virtual assistant is not responding to voice commands for a small number of Galaxy phone users, with responses limited to text displayed in the chat without any voice feedback. The exa…
Semiconductor stocks across Asia plunged on June 22, with South Korea's KOSPI index triggering a circuit breaker after falling nearly 10%, as SK Hynix and Samsung Electronics each dropped approximatel…
Chinese regulators have granted Apple a licence to launch its Apple Intelligence AI service in China, with Alibaba and Baidu as technical partners. The Cyberspace Administration of China (CAC) publish…
ASML raised its full-year 2026 revenue guidance to between €43 billion and €45 billion, the second upward revision this year, as AI infrastructure spending drives demand for its extreme ultraviolet li…
PrismML, a Caltech-spinout AI company backed by Khosla Ventures, Cerberus, Google, and Samsung, announced Bonsai 27B on July 14, the first 27.8-billion-parameter AI model that runs locally on mobile d…
ASML Holding reported €9.3 billion in Q2 2026 net sales, crushing analyst estimates of €8.8 billion, and raised its full-year guidance for the second time to €43-45 billion, driven by surging demand f…
South Korea's Ministry of Science and ICT opened bidding on July 13 for a free, unlimited AI chatbot and public-service agent available to all 52 million residents, making it the first G20 nation to o…
Samsung clarified that opting out of AI training in Samsung Health will not delete all user data, only data collected for AI development, and existing health data will be retained for continued app us…
ASML CEO Christophe Fouquet confirmed the company can ship approximately 65 Low-NA EUV lithography systems in 2026, up from 44 units in 2025, a nearly 50% year-over-year increase driven by AI chip dem…
ASML plans to cut the build cycle for its extreme ultraviolet lithography machines from 22 weeks to 15-16 weeks, CFO Roger Dassen said, as AI demand outstrips production capacity. The Dutch company is…
ASML posted Q2 revenue of €9.33 billion, beating the €8.80 billion consensus, and raised its full-year 2026 guidance to €43-45 billion — up 16% at the midpoint — on 'extremely strong' AI chip demand f…