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AI CHIP SUPERCYCLE
Samsung set to become first South Korean company with $147 billion in cash assetsSamsung Electronics' cash assets are estimated to exceed 200 trillion won with strong demand for AI semiconductors. The company's cash incr...- D-Street's proxy AI trade shines in a bleak year for stocksIndia's Nifty 50 index faces considerable challenges this year, with a significant drop since January. In contrast, stocks linked to artifi...
- India's proxy AI trade shines in a bleak year for stocksDespite a notable decline in the Nifty 50 index, Indian stocks tied to artificial intelligence have surged impressively. Key players like o...
- Samsung Electroncis to announce more than $72 billion shareholder return programme, media reportsThe South Korean memory-chip maker will hold a board meeting at the end of August to approve a shareholder return plan that includes a spe...
- Samsung Electroncis to announce more than $72 billion shareholder return programme: ReportSamsung Electronics plans a shareholder return policy exceeding one hundred trillion won. This significant announcement follows record prof...
- CXMT's 466% listing pop makes it China's most valuable firmCXMT Corp shares surged 466 percent on their Shanghai trading debut. This IPO became Asia's largest this year, boosting the chipmaker's val...
- AI mania reorders Asia's stock marketsWith AI investments taking center stage, South Korea and Taiwan's stock markets have outpaced India in terms of market capitalisation, larg...
- China's CXMT expects revenue to surge as memory chip demand soarsChina's top memory chipmaker, CXMT, anticipates first-half revenue around $17.62 billion, driven by a global memory supercycle fueled by AI...
- Semicon Mission 2.0 set to prioritise memory chipsIndia's semiconductor mission is shifting focus to advanced memory packaging. High Bandwidth Memory, crucial for AI data centers, will be p...
- Samsung sees AI driving strong chip demand in 2026, executive saysJun Young-hyun, a Samsung Electronics vice chairman and co-CEO who oversees the company's chip business, made the comments at Samsung's an...
- South Korean chip industry worried Iran crisis to disrupt raw material supply, boost chip pricesSouth Korea's chip industry is concerned that a prolonged Iranian crisis will disrupt supplies of key materials from the Middle East and in...
- Memory chip surge splits markets as shortages biteMemory chip prices are soaring, creating winners and losers in the stock market. Companies like Nintendo and Apple suppliers are seeing sha...
- Memory chip squeeze widens gap between market winners and losersSoaring memory chip prices are creating a stark market divide, with producers experiencing unprecedented gains while consumer electronics c...
- Samsung, SK Hynix, Micron shares rise as investors turn to memory chipmakers amid global supply crunchMemory chip stocks are surging as investors anticipate further price increases. A global supply shortage, fueled by booming demand for arti...
- Chipmakers' shares rise as global supply shortage whets investor appetiteShares of the world's top memory chip providers rose on Monday as investors bet on further price gains due to a global supply crunch drive...
- Memory chipmakers rise as global supply shortage whets investor appetiteSamsung co-CEO TM Roh described the shortage as "unprecedented" in an interview with Reuters, echoing peers who have warned that constraint...
- Micron shares surge 16% as global memory chip shortage boosts profit forecastMicron Technology's shares surged following an optimistic profit forecast, driven by a global memory chip shortage and strong demand from A...
- Micron surges as global memory chip shortage boosts profit forecastMicron Technology shares saw a significant jump. The company issued a strong profit forecast. This is due to a worldwide shortage of memory...
- Nvidia-supplier SK Hynix bets on chip 'super cycle' after booking record profitSK Hynix has sold all its chip production for next year. The company plans significant investment increases. This is driven by a booming AI...
- Bitcoin smashes past $117,000 as Nvidia hits $4 trillion — is this the start of a tech-crypto supercycle?Bitcoin at $117,000 and Nvidia crossing $4 trillion in market value isn’t just hype — it might signal the start of a massive tech-crypto su...
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