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AI MEMORY SHORTAGE
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...- China's CXMT targets global DRAM giants with record $8.5 billion IPOChinese DRAM maker ChangXin Memory Technologies is throwing its hat into the ring with a roughly $8.5 billion initial public offering as it...
- 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 ...
- 'We faltered, did not move quickly:' How IBM CEO Arvind Krishna's statement led to $70 billion wipeoutIBM shares rebounded nearly 2% in premarket trade after plunging 25% in their worst single-day fall in 58 years, wiping out nearly $70 bill...
- 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 jumps 13% as easing US inflation, AI memory optimism lift chip stocksSouth Korean semiconductor shares experienced a significant surge on Wednesday. This rally was fueled by softer U.S. inflation data and ren...
- Explained: Why South Korea's Kospi jumped 7% despite escalating Middle East tensionsSouth Korea's benchmark Kospi surged 7% on Wednesday, extending its rally for a second session as softer-than-expected US inflation data an...
- Ericsson to raise telecom equipment prices as AI boom drives up component costsAmid rising component costs fueled by the Al surge, Ericsson is adjusting its pricing strategy for new tenders and renegotiating its contra...
- Tax project delay hurt Q1 results, AI-led deflation behind us, says LTM’s LambuFinancial services and technology, which together account for 57% of revenue for India’s sixth largest IT service firm, each grew more than...
- SK Hynix US-listed shares slip nearly 8% as Nasdaq debut euphoria coolsSK Hynix’s US-listed shares fell nearly 8% after a strong Nasdaq debut, as investors booked profits in AI-linked chip stocks. The decline t...
- 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...
- SK Hynix is a golden goose. It has to lay more eggsInvestor enthusiasm stems from the fact that SK Hynix has morphed into a golden goose. It’s the world’s second-largest supplier of dynamic ...
- Meta to put AI chip into production in September as it looks to double computing capacityThe tech firm's data center chip, code-named "Iris," is part of a four-generation project for Meta Training and Inference Accelerators (MTI...
- Korea’s SK Hynix shares make stellar US market debut, rocket 13% on continued AI optimismSK Hynix's U.S. shares surged thirteen percent on their Nasdaq debut. The South Korean chipmaker raised twenty-six point five billion dolla...
- SK Hynix CEO sees worst-ever memory supply shortage in 2027, says demand to outstrip supply beyond 2030"We forecast that next year will be the worst year in the industry's history from the supply perspective," Kwak Noh-jung told Reuters in an...
- South Korean billionaire's risky bet pays off, as SK Hynix debuts in New YorkSouth Korean billionaire Chey Tae-won's bold acquisition of SK Hynix has paid off significantly. The company is now a leading producer of h...
- South Korean billionaire's risky bet pays off, as SK Hynix debuts in New YorkSouth Korean billionaire Chey Tae-won's bold acquisition of SK Hynix has paid off significantly. The company became a major AI chip produce...
- Taiwanese chipmaker Nanya plans $6 billion in spending in 2027, riding AI boomTaiwanese memory chipmaker Nanya Technology plans substantial capital spending next year. This increased investment is driven by soaring de...
- Meta to put AI chip into production in September as it looks to double computing capacity, memo showsMeta Platforms plans to manufacture its own artificial intelligence chip starting September. This initiative aims to significantly increase...
- Samsung flags 19-fold jump in profit, but shares slump on jitters AI boom may stallSamsung reported a significant profit jump, driven by strong AI chip demand. However, its stock declined amid concerns about the AI boom's ...
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