The artificial intelligence (AI) boom is entering a new phase where the biggest challenge is no longer demand for AI chips but shortages of...

SK Hynix is investing a massive 100 trillion won ($64.38 billion) to build new chip plants, including a NAND flash memory facility, in Cheo...

Meta Platforms is reportedly exploring a move into the cloud computing business, aiming to lease out its surplus AI computing power. This s...

South Korean chip giants Samsung and SK Hynix are investing trillions to boost memory chip production, fueled by soaring AI demand. This am...

DBS Bank says the global AI arms race is driving a multi-year capex supercycle extending beyond semiconductors into energy, networking, inf...

A former Google account executive, Yousuf Imran, quit his high-paying job after earning nearly $1 million, citing fears of layoffs and the ...

South Korean tech giants Samsung and SK Hynix are investing billions in AI chip production, a move lauded by President Lee Jae Myung. While...

Market strategist Andrew Freris warns Wall Street's rally is built on shaky ground, citing weak earnings and excessive AI enthusiasm. He ad...

Macquarie expects the AI investment boom to unwind through a series of "rolling bubbles" rather than a single crash, as different segments ...

South Korea's chip industry is poised for a significant boost amidst soaring demand for AI components. Analysts highlight this as a crucial...

South Korean chip stocks are experiencing a temporary dip, not an AI bubble burst, according to EM-Equity Strategist Adrian Mowat. He attri...

Tech giants are aggressively selling stock, raising billions, signaling a potential spending spree. While this boosts balance sheets, it al...

Christopher Wood has cut select Indian equities to increase exposure to South Korean chipmakers like SK Hynix and Samsung Electronics, bett...

Micron Technology has surpassed Meta Platforms in market valuation for the first time, driven by a strong AI-fueled rally. The memory chip ...

Memory chip giants like Micron are forging long-term "take-or-pay" deals, securing billions from customers like Nvidia to ensure consistent...

Global stock markets are experiencing a cautious rebound following a tech sell-off, fueled by AI spending and hawkish US interest rate sign...

Global finance expert Aswath Damodaran warns AI's massive infrastructure spending, funded by debt, poses a greater risk than the dot-com cr...