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TSM stock rallies as Nvidia reportedly turns to TSMC for advanced memory chips - can it challenge Samsung, Micron and SK Hynix?TSM stock today: TSMC stock climbed more than 6% in early trading Friday after a report said the chipmaker is considering manufacturing adv...- Qualcomm shares slump 9% as weak smartphone chip sales overshadow data-center momentumQualcomm's shares dropped significantly in early trading following disappointing smartphone chip sales. The company's largest business segm...
- Planning to buy smartphone? Prices to rise 30% soon, says Jefferies reportSmartphone prices could rise by nearly 30%, particularly in the budget segment, as surging demand for memory chips from AI companies pushes...
- Chinese chipmaker YMTC puts IPO on hold as weaker markets weigh, sources sayThat process has been put on hold due to "various factors", according to an internal note YMTC sent to its staff and seen by Reuters. It di...
- AMD forecasts quarterly revenue above estimates as data-center growth acceleratesThe company, which nearly doubled its data-center revenue in the third quarter, is benefiting as a shift in AI workloads toward running mod...
- AMD forecasts fourth-quarter revenue above estimates on strong AI chip demandAdvanced Micro Devices estimates its fourth-quarter revenue will hit about $17 billion, driven primarily by robust demand for AI chips. Alt...
- OpenAI CEO Sam Altman questions why people keep so much RAM in their computers; but what happens when the internet goes down?Altman questioned the efficiency of people keeping large amounts of DRAM in personal computers when that memory is being used only around 5...
- Elon Musk vs Sam Altman: After OpenAI CEO questions people's RAM usage at home, Musk defends ordinary users with a memeElon Musk has taken a dig at OpenAI CEO Sam Altman after the latter questioned why people keep large amounts of RAM in their personal compu...
- AI is driving up memory prices. So why is Sam Altman questioning your PC's RAM?OpenAI CEO Sam Altman has questioned the need for large amounts of RAM in personal computers, arguing that much of the memory remains unuse...
- Wall Street tech rout deepens on doubts over AI spendingMajor US tech stocks have taken a hit as investors react to underwhelming earnings and worries about AI spending. Giants like Microsoft, Am...
- Amazon burns cash, Intel flags weak PC demand as AI boom's costs ripple across marketsAs Wall Street grows increasingly anxious about AI-related expenditures, major tech giants like Amazon and Intel display alarming financial...
- Weak quarter for Intel sends shivers through cooling chip stocksChip stocks, particularly those affected by Intel's earnings, faced significant declines following the report's release. Intel attributed i...
- Global Market: Samsung Electronics posts record $80.5 billion quarterly operating profit on AI chip boomSamsung Electronics reported record quarterly operating profit of 107.4 trillion won, driven by surging AI memory chip demand. Despite stro...
- Samsung logs record $80.5 bln profits despite investor AI jittersMassive demand for AI chips delivered record quarterly profits to South Korea's Samsung Electronics on Thursday, but shares fell as investo...
- China's CXMT to start advanced AI memory production despite poor yieldsThe decision highlights China's intense shortage of the AI memory chips, which are essential to a government-backed push to develop domesti...
- AI chip giant SK hynix says quarterly operating profit soars 630%South Korean chip giant SK hynix said Wednesday its third-quarter operating profit soared 632 percent on-year, largely driven by the artifi...
- PMS Talk: AI, defence and electronics manufacturing are the next growth engines, says Vaibhav AgarwalIn this edition of ETMarkets PMS Talk, we speak with Vaibhav Agarwal, Founder & CIO, Accelt Asset Management LLP, about how his team’s bott...
- 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...
- 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...
- Broadcom CEO says biggest hurdle in AI-fuelled tech growth is capital, not memory chipsAt a panel in Singapore on Monday, Tan said that the company is overcoming wafer shortages and memory shortages, but capital will be the bi...
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