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CHIP OVERSUPPLY
AI bubble debate gets real as chip stocks rallyChipmaker stocks are soaring, leading to a debate about an artificial intelligence bubble. Demand for AI data center chips is driving price...- AI era: Chipmakers Micron and SK Hynix join the elite $1 trillion market cap clubThe global AI boom has transformed the semiconductor industry, pushing Micron and SK Hynix past the $1 trillion market value mark. Surging ...
- Micron stock price surges toward $800 and Deutsche Bank says $1,000 is next — Is MU stock rally about to crack or keep climbing?Micron stock surged 6% to $790 on May 11, hitting a 52-week high of $818. Deutsche Bank raised its price target to $1,000. DRAM revenue exp...
- Samsung, Hyundai announce domestic investments after US-South Korea trade dealSouth Korean giants Samsung Electronics and Hyundai Motor are investing heavily at home. Samsung will add a new chip line to meet AI demand...
- Harsh reality check! Microsoft’s Satya Nadella just put Jensen Huang-led Nvidia on notice; here's what he saidMicrosoft CEO Satya Nadella warns Nvidia of potential risks due to an oversupply of AI resources. By 2027-2028, Microsoft plans to lease co...
- China's SMIC flags chip oversupply risk on weakening demand, rising output"We face two major concerns for the second half of 2025. First, we expect order volume to decline as demand has been pulled forward to the ...
- Nvidia supplier SK Hynix sees no AI chip oversupply as profit soars to recordSK Hynix has outperformed rivals Samsung Electronics and Micron Technology in recent quarters, as it has benefited the most from AI-driven ...
- Samsung opens new research lab for next-gen 3D DRAM developmentThe new lab is operating under Device Solutions America (DSA) headquartered in Silicon Valley, which oversees Samsung's semiconductor produ...
- Samsung to extend production cuts after $7 billion chip loss in H1Samsung Electronics on Thursday said the worst is over for the global memory chip market but announced plans to extend production cuts beca...
- Auto delivery timelines set to shrink as chip shortage easesIndian vehicle makers do not expect retail prices to reduce although delivery timelines are likely to fall for some brands.
- Chipmaker Micron tempers forecast as demand weakness deepensMicron, which last reported negative free cash flow in 2020 during the early days of the pandemic, warned it could see significant sequenti...
- Gartner forecasts chip sales growth to slow down in 2022, fall next yearGartner forecasts global semiconductor revenue to grow 7.4% in 2022 to $639.2 billion, down from its previous view of 13.6% growth and comp...
- Chip-delivery wait times grow again, signaling shortages will drag onCompanies from Apple Inc. to Ford Motor Co. have complained that they can’t meet demand for their own products and that their costs are ris...
- There’s a glut brewing in a $161 billion slice of the chip sectorPrices of DRAM, the most ubiquitous of chips, will likely fall 15% in 2022 after buyers stocked their shelves this year to cope with global...
- Chip lead times begin to slow, suggesting shortages have peakedChip investors are already looking ahead -- with trepidation -- to the industry’s next glut. In the past, lengthening lead times have been ...
- India Ratings revises PV growth estimates downwards for FY22Ratings agency India Ratings today revised downwards its domestic passenger vehicle growth estimates to 15-18% for FY22, saying that the se...
- Why China can’t fix the global microchip shortageChina's self-sufficiency in semiconductors remains low: It exports about $100 billion worth of chips but imports more than $300 billion. Me...
- Global semiconductor revenue declined 11.9% in 2019: GartnerWorldwide semiconductor revenue totalled USD 418.3 billion in 2019, down 11.9 per cent from the previous calendar year, according to prelim...
- Qimonda to get $452 million bailoutA German state government says it has put together a bailout package worth euro325 million ($452 million) for troubled memory-chip maker Qi...
- SanDisk hits 5-year low after Samsung drops bidShares of SanDisk Corp sank to their lowest level in five years on Wednesday, after Samsung Electronics Co dropped a buyout bid for the mak...
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