AI chip demand stays strong, but component shortages emerge as next challenge: NomuraThe artificial intelligence (AI) boom is entering a new phase where the biggest challenge is no longer demand for AI chips but shortages of...
02 Jul, 2026, 05.35 PM IST
SK Hynix to spend $64 billion on chip plants under broader AI-driven investment planSK Hynix is investing a massive 100 trillion won ($64.38 billion) to build new chip plants, including a NAND flash memory facility, in Cheo...
02 Jul, 2026, 02.44 PM IST
South Korea's Kospi plunges 8%, extending a two-day slide. What's unsettling the world's hottest market?South Korean stocks experienced a sharp two-day decline, with the KOSPI index plummeting over 10%. This downturn was fueled by concerns ove...
02 Jul, 2026, 12.59 PM IST
Global Market: Samsung, SK Hynix double down on AI chip boom with massive investment push despite oversupply risksSouth Korean chip giants Samsung and SK Hynix are investing trillions to boost memory chip production, fueled by soaring AI demand. This am...
01 Jul, 2026, 09.47 AM IST
The $1 trillion AI 'arms race' is fueling a hidden supercycle and it's not just chipsDBS Bank says the global AI arms race is driving a multi-year capex supercycle extending beyond semiconductors into energy, networking, inf...
30 Jun, 2026, 06.53 PM IST
Samsung, SK Hynix mega South Korea chips gamble tests optimism of AI cycleSouth Korean tech giants Samsung and SK Hynix are investing billions in AI chip production, a move lauded by President Lee Jae Myung. While...
30 Jun, 2026, 02.13 PM IST
The AI boom won't burst all at once. It will pop in 'rolling bubbles': MacquarieMacquarie expects the AI investment boom to unwind through a series of "rolling bubbles" rather than a single crash, as different segments ...
29 Jun, 2026, 04.18 PM IST
'One-time opportunity': South Korea bets big on AI boomSouth Korea's chip industry is poised for a significant boost amidst soaring demand for AI components. Analysts highlight this as a crucial...
29 Jun, 2026, 12.25 PM IST
AI chip rally faces reality check, but bubble fears may be overdone: Adrian MowatSouth Korean chip stocks are experiencing a temporary dip, not an AI bubble burst, according to EM-Equity Strategist Adrian Mowat. He attri...
29 Jun, 2026, 10.58 AM IST
Funding the 'mother of all cycles': Chris Wood cuts Indian stocks to double down on South Korean chip giantsChristopher Wood has cut select Indian equities to increase exposure to South Korean chipmakers like SK Hynix and Samsung Electronics, bett...
28 Jun, 2026, 10.33 AM IST
Chris Wood’s big warning: The specific risk that will finally trigger the end of AI tradeJefferies strategist Chris Wood believes the AI boom will end not because of a chip glut, but when investors realise hyperscalers cannot ge...
27 Jun, 2026, 04.58 PM IST
Micron overtakes Meta in market value amid relentless AI infrastructure demandMicron Technology has surpassed Meta Platforms in market valuation for the first time, driven by a strong AI-fueled rally. The memory chip ...
26 Jun, 2026, 02.17 PM IST
Micron joins rivals pitching AI deals as cure for memory's boom-bust cycleMemory chip giants like Micron are forging long-term "take-or-pay" deals, securing billions from customers like Nvidia to ensure consistent...
25 Jun, 2026, 09.31 PM IST
Apple just raised Mac and iPad prices in India: MacBook Pro now starts at Rs 2.39 lakh, see all the new prices hereApple's revised pricing for India is now in effect, making Macs and iPads more expensive across the lineup. The company says rising RAM and...
25 Jun, 2026, 07.10 PM IST
US Stock Market: AI chip rally reignites as Micron, Qualcomm forecasts add over $400 billion in market valueChip stocks surged on Wednesday, adding over $400 billion in market value, fueled by optimistic forecasts from Micron Technology and Qualco...
25 Jun, 2026, 09.15 AM IST
Micron stock surges after Micron earnings report crushes estimates: How is AI demand driving Micron to new heights?Micron's earnings report highlights the rising influence of AI on the semiconductor sector. The company has exceeded projections while fore...
25 Jun, 2026, 06.33 AM IST
SK Hynix overtakes Samsung to become South Korea's most valuable companySK Hynix has surged past Samsung Electronics to become South Korea's most valuable company, driven by its dominance in high-bandwidth memor...
22 Jun, 2026, 11.24 AM IST