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South Korea's SK Hynix eyes US listing as soon as August, sources sayThe US Securities and Exchange Commission is likely to approve SK Hynix's American depositary receipt listing application during the week...- AI demand to keep memory tight through 2027, chipflation to squeeze consumer hardware and cloud costsMemory storage is set to remain a structural bottleneck through 2027 as AI demand continues to absorb Dynamic Random-Access Memory (DRAM), ...
- Samsung Electronics considers building chip packaging plant: ReportSamsung is expected to unveil the investment plan at a meeting between South Korean President Lee Jae Myung and the heads of the country's ...
- Super Micro Computer to raise $7 billion in equity offerings to meet AI server demandAI infrastructure firms have seen accelerated demand as tech companies and cloud providers ramp up investments in data centers to support ...
- Taiwan weighs stricter export controls on AI chip sales to ChinaTaiwan is tightening the reins on AI chip sales to China, aligning its regulations with those of the United States. This strategic maneuver...
- Will India's AI multibaggers face a reality check as global bubble fears test valuations?India's AI stocks are facing scrutiny as global concerns about a tech bubble grow. Companies linked to data centers and high-performance co...
- Samsung Electronics considers building chip packaging plantSamsung Electronics is exploring a significant investment in Gwangju, South Korea. The company is considering a new advanced semiconductor ...
- Ahead of SpaceX IPO, Musk says AI satellites will use mostly existing technologyThe billionaire said that much of the required technology already exists in its current Starlink satellite network. "Part of what we want...
- Nvidia starts shipping TSMC-backed CPO switches to tackle AI data centre bottlenecksNvidia Corp. on Wednesday announced that it has started shipping its next-generation co-packaged optics (CPO) switches, developed in collab...
- Nvidia and Marvell CEOs highlight role of connectivity in powering next-generation AI infraMarvell stocks soared over 30% after the Nvidia chief's announcement, according to various media reports. Earlier this year, Nvidia announc...
- HPE lifts forecast past 2028 goals on robust AI demand, shares surge 36%HPE, which competes with Dell and Super Micro Computer, is benefiting as customers increasingly buy its servers and networking products to...
- Intel bets big on AI infrastructure with new Xeon chipsIntel has unveiled new data center products. This includes the next-generation Xeon 6+ processors and advanced AI accelerators. These innov...
- Profit boost: AI server demand sends Dell stock into overdriveDell Technologies delivered a strong quarter, driven by rising demand for AI servers powered by Nvidia chips. The company raised its full-y...
- SpaceX, OpenAI windfall fuels bets on next-wave Asian AI winnersAnticipating significant capital raises from tech giants like SpaceX and OpenAI, investors are shifting focus to Asian supply chain compani...
- Dell shares soar more than 30% on strong earningsFollowing robust financial results, Dell's stock soared, reflecting a successful pivot toward AI servers that has truly paid off, surpassin...
- Dell stock skyrockets on AI demand: Can Dell become the next AI infrastructure giant as Wall Street rushes into Dell shares?Dell Technologies shares jumped nearly 40% after AI server demand exploded, shocking Wall Street. The Dell stock rally came as AI server bo...
- Dell rallies about 40% on strong Nvidia‑powered AI server demandThe AI server and enterprise infrastructure supplier is set to add more than $81 billion in market value at the current share price of $4...
- Foxconn has immense confidence in growth momentum due to AI, chairman saysTaiwan's Foxconn sees strong growth driven by AI demand. Chairman Young Liu is optimistic about the second half of the year. Cloud provider...
- Dell raises annual forecasts as AI data center buildout fuels demandUS tech giants including Alphabet and Amazon plan to spend over $700 billion on AI infrastructure this year, which would drive up demand ...
- Foxconn has 'immense confidence' in growth momentum due to AI, chairman saysFoxconn, the world's largest contract electronics maker, expressed immense confidence in its growth due to soaring AI demand. The company r...
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