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AI MEMORY CHIPS
Smartphones need some new smart sellIndia's smartphone sales are in a slump, mirroring a global decline. Consumers are increasingly opting to hold onto their devices longer, w...
Michael Burry bets against these 4 AI stocks, one of which rallied 190% YTD. Will his AI bubble warnings come true?Michael Burry is betting against Nvidia, Palantir, Tesla and Micron amid concerns over AI valuations, chip depreciation and memory supply c...
Lam Research Stock: Why did LRCX shares fall despite record profits?Lam Research posted record revenue of $8.22 billion, driven by AI infrastructure and memory chip demand. Supply constraints, declining Chin...
Japan’s $21 billion US chip bet raises questions over its own semiconductor revivalJapan has committed to investing $21 billion to establish two semiconductor factories in New York. This deal comes as Japan seeks to suppor...
Japan’s $21 billion US chip bet raises questions over its own semiconductor revivalJapan will invest up to $21 billion to build two chip factories in New York state, under a deal announced last week by GlobalFoundries, whi...
Korea’s KOSPI crashes another 5% as AI rout deepens; AI bellwether down over 40% from peakChip heavyweight SK Hynix Inc. headed for its lowest close since April. Data-center infrastructure company Elice Inc. plunged as much as 32...
China stocks end higher as strong GDP outweighs AI jittersChina's economy expanded 4.5% year-on-year in the third quarter, topping forecasts and reducing the urgency for Beijing to step up support ...
China stocks inch higher as strong GDP offsets weak AI moodChina's blue-chip CSI300 Index edged up 0.1% by the lunch break, while the Shanghai Composite Index gained 0.2%. The Hong Kong market is cl...
AI race may depend more on access to power, infrastructure than chip supply: Morgan StanleyThe assessment comes as rapid investment in AI infrastructure threatens to outpace the availability of electricity, raising concerns that s...
AI race may depend more on access to power, infrastructure than chip supply: Morgan StanleyAccording to Morgan Stanley's latest analysis, the burgeoning AI infrastructure market is on track to experience a dire electricity shortfa...
SK Hynix seeks US nod to expand China chip output, ties approval to US plant: ReportSK Hynix is attempting to obtain approval from the US to export chipmaking equipment to China. This export is intended to facilitate an inc...
Global Market: Why China’s CXMT is putting global memory chip giants under pressureGlobal semiconductor stocks tumbled as Chinese chipmaker CXMT’s reported progress on a new memory chip design raised concerns about intensi...
Microsoft Azure is not taking cost-cutting measures, says software giant spokesperson amidst AI overhaul reportsMicrosoft has announced the next generation of its custom AI chip and said it plans to deploy potentially more than a million of them next ...
US chip stocks slide as China’s CXMT advances; AI spending fears rattle investorsShares in US chip manufacturers tumbled, primarily influenced by memory and data storage firms, following competitive moves from China's CX...
AI traders behaving like casino gamblers? What made chip trade toxic and why that’s good news for IndiaGlobal AI stock enthusiasm hit a roadblock as South Korea's Kospi plunged 7.4% on chip competition concerns and Broadcom's warning on AI sp...
Microsoft plans huge deployment of its own AI chips, with an eye on saving costsThe Maia 300, as the chip is called, is the third generation of the company's custom chips designed to handle AI data crunching such as cod...
Once-hot AI trade leaves Korean stocks struggling for buyersSouth Korea's stock market is facing a significant downturn after a dominant run in the global AI sector, as the Kospi has dropped 22% sinc...