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AI CHIP SHORTAGE
Apple shares tumble 9% on supply worries, on track for worst single-day fall in over 6 yearsApple shares plunged over 9% after the iPhone maker issued a weaker-than-expected outlook, warning that AI-driven component shortages are s...- US stocks: Nasdaq leads Wall Street gains as Amazon rally offsets Apple declineThe Nasdaq opened higher on Friday, boosted by Amazon's strong cloud revenue growth. This performance eased concerns about artificial intel...
- MediaTek plans $5 billion financing for AI data-center chipsMediaTek approved five billion dollars for long-term growth and AI chip expansion. The company aims to reduce smartphone reliance and suppl...
- Apple revenue, profits beat expectations on iPhone, Mac salesApple said sales for its fiscal third quarter ended June 27 were up 16.4% to $109.42 billion, compared with analyst estimates of a 15.5% ri...
- Global Market Today: Asian stocks rise on Korean rally, yen holds gainsAsian stocks advanced as chip shares revived artificial intelligence trade confidence. South Korea's Kospi Index surged over fourteen perce...
- Samsung AI demand drives record chip earnings amid foundry and mobile hurdlesSamsung's semiconductor business achieved record second-quarter performance driven by AI server memory demand. However, its foundry operati...
- Samsung sees chip shortage extending to 2028, touts long-term supply dealsSamsung Electronics announced a significant chip profit increase and new supply agreements. The company expects global chip shortages to wo...
- US Stock Market: Arm Holdings tops Q2 forecasts on AI demand, shares fall on royalty growth concernsArm Holdings beat quarterly revenue and earnings estimates and issued a stronger-than-expected revenue forecast, supported by robust demand...
- Global Market: Warning signals flash red as oil, AI concerns and debt risks rattle investorsSeveral key market warning indicators are approaching crisis levels now. Elevated oil prices and geopolitical uncertainty fuel inflation co...
- Chipmaker CXMT vaults to top of China's valuation with 466% surge in Shanghai debutChina's leading memory chipmaker CXMT became the most valuable company in the mainland after soaring 500 percent on its market debut Monday...
- South Korean shares turn lower as chipmakers fall ahead of earningsSouth Korean shares turned lower on Monday as chipmakers fell. Samsung Electronics and SK Hynix declined ahead of their earnings reports. N...
- South Korea's SK Hynix, Samsung Electronics sign $950 billion partnership with US big techThe partnership includes the long-term supply of $750 billion in memory chips to US companies by SK Hynix and $200 billion in chips by Sams...
- Qualcomm tells customers of double-digit price increases: BloombergThe company told customers it could no longer absorb rising supplier costs and had sought alternative components from new suppliers, Bloom...
- Intel forecast crushes estimates as AI boom boosts chip demand; shares jumpIntel expects third-quarter revenue between $15.8 billion and $16.8 billion, compared with analysts' average estimate of $15.1 billion, acc...
- Intel, AMD sign long-term server CPU deals with Chinese clients as prices surgeThe move highlights a broader consequence of the AI boom: demand has spread beyond AI accelerators to memory, networking gear and server pr...
- AI memory shortage threatens to trigger geopolitical strain, warns SK Group chiefSK Group Chairman Chey Tae-won warned that the global shortage of artificial intelligence memory chips could escalate into a geopolitical i...
- TSMC expects 'strong, multi-year' demand for AI chips as it ramps up Arizona investmentSpeaking after blockbuster second-quarter results on Thursday, Chief Financial Officer Wendell Huang said the company is "very happy" with ...
- Chipmaker CXMT eyes $9.8 bn in blockbuster China IPOChina's leading memory chipmaker ChangXin Memory Technologies is seeking billions in an IPO. This move aims to bolster the nation's artific...
- Global Market: SK Hynix warns of historic memory chip shortage by 2027 as AI demand soarsSK Hynix anticipates a severe global memory chip shortage extending beyond 2030. Accelerating artificial intelligence infrastructure demand...
- China temporarily bans helium exports as US-Iran tensions flare againHelium is essential for heat management in semiconductor production. The helium ban is the latest example of Beijing seeking to prevent dom...
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