CXMT plans second chip plant in Beijing and is in talks on its funding, sources sayChina's largest chipmaker CXMT is planning a new memory-chip plant in Beijing. This facility would be built in the Yizhuang area where anot...
03 Aug, 2026, 02.03 PM IST
Global Market: China stocks slide as global AI selloff hits chipmakers; Alibaba rallies on new AI modelChinese equities declined on Monday as a global selloff in AI-linked stocks weighed on semiconductor shares, while Hong Kong's technology s...
03 Aug, 2026, 11.26 AM IST
AI keeps consumer prices high in 'RAMaggedon' chip crunchMemory chip prices are rising significantly due to artificial intelligence demand. This shortage is impacting consumer electronics and pote...
02 Aug, 2026, 09.49 AM IST
Chris Wood warns AI capex binge may burn billions as markets turn against Big Tech spendingWood’s long-standing view is that the “hyperscalers will end up blowing a lot of money on their capex binge” and that AI could resemble the...
01 Aug, 2026, 01.08 PM IST
South Korea July exports beat forecasts on robust demand for AI investmentsSemiconductor exports jumped 179% as memory chip prices continued to rise despite the issues of Apple's potential use of Chinese memory ch...
01 Aug, 2026, 10.06 AM IST
Apple set to lose nearly $500 billion in value after weak forecastApple shares dropped significantly after a weak forecast indicated component shortages. The AI boom is straining global supply chains, impa...
01 Aug, 2026, 09.19 AM IST
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...
31 Jul, 2026, 09.24 PM IST
Ex-OpenAI employee's hedge fund Situational Awareness hit by AI stock rout; seeks fresh fundingSituational Awareness hedge fund is seeking new capital after significant losses. The fund experienced heavy declines as artificial intelli...
31 Jul, 2026, 03.40 PM IST
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...
30 Jul, 2026, 06.27 PM IST
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...
30 Jul, 2026, 02.21 PM IST
Global chip rout: How should investors play India's AI trade that gave up to 400% returns this year?Global AI stocks face a sharp selloff, impacting Indian investor strategies. Indian markets focus on infrastructure like data centers and p...
30 Jul, 2026, 09.26 AM IST
SK Hynix's record profit misses forecasts; shares slump 10% despite robust AI chip demandThe Nvidia supplier's quarterly operating profit soared more than sixfold to a record high, but it said delays in shipments of some advance...
29 Jul, 2026, 08.20 AM IST
$600 billion wiped out in a month, cracks exposed in SK Hynix chipsSK Hynix shares have seen a significant decline recently. Concerns about market overcrowding and leverage have impacted the stock. Recent r...
29 Jul, 2026, 07.35 AM IST
Global Market: Samsung, SK Hynix plunge up to 11% as investors reassess AI chip boomSouth Korean chip stocks experienced sharp declines on Tuesday. Major companies like Samsung Electronics and SK Hynix saw significant drops...
28 Jul, 2026, 09.18 AM IST
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...
27 Jul, 2026, 08.07 PM IST
China memory chipmaker CXMT set for Shanghai debut after Asia's biggest IPOAt the IPO price, CXMT is valued at about 579 billion yuan ($85.5 billion) before the possible exercise of the over-allotment option, makin...
27 Jul, 2026, 06.35 AM IST
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...
25 Jul, 2026, 01.05 PM IST