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GLOBAL DRAM MARKET
World's three largest memory chipmakers sued in US over DRAM supply shift to AI memoryA class-action lawsuit has been filed in the US against Samsung, SK hynix, and Micron, accusing them of restricting traditional DRAM supply...
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...
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...
Apple's latest price hike hits India hardest as MacBooks, iPads get up to 70% costlierApple has significantly increased prices for MacBooks, iPads, and other devices in India, with hikes ranging from 14-70%. This sharp rise i...
Apple raises prices of MacBooks, iPads as memory costs skyrocketApple has increased prices for its iPad and MacBook models due to escalating costs of memory and storage chips, a surge fueled by the AI in...
How SK Hynix's bet on a niche memory chip made it more valuable than SamsungSK Hynix has risen to claim the title of South Korea's most valuable company, a testament to its visionary 14-year investment in high-bandw...
Global Market: How SK Hynix's AI bet helped it eclipse Samsung in market valueSK Hynix’s rise to South Korea’s most valuable listed company reflects a long-term bet on HBM chips that became central to the AI boom. Bac...
Toasting with Indian whisky: On the house diplomats turning ambassadors of Desi single maltsIndian diplomats are increasingly championing domestic single malt whiskies abroad, transforming embassies into showcases for connoisseurs....
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...
$320 billion danger: Jefferies warns 70 large EM funds are underweight IndiaDespite record FII outflows from Indian equities since September 2024, Jefferies said India remains a consensus underweight among emerging ...
Ghayal hoon isiliye ghatak hoon! Why a global tech crash could be the right medicine for wounded Nifty bullsGlobal capital flows are shifting away from semiconductor-heavy markets like South Korea and Taiwan. This tech-led meltdown presents an opp...
China's chipmakers emerge as rising force in AI memory market: ReportThe report highlighted that China's leading NAND flash maker, Yangtze Memory Technologies Corp (YMTC), and top DRAM producer, ChangXin Memo...
Samsung overtakes Micron in chips for cars to claim top spot; Captures 40% market shareSamsung Electronics has overtaken Micron Technology to become the world's top automotive memory chip supplier, capturing a 40 per cent mark...
Rising prices may hit festive smartphone demand, dent annual sales by up to 30%: ReportSmartphone prices are rising in India. This could cause many buyers to delay purchases or buy used phones. Annual sales might drop signific...
Rising prices may hit 54 pc of festive smartphone demand, denting annual sales by up to 30 pcIndian consumers may delay buying new smartphones or opt for used devices if prices continue rising. This trend could significantly impact ...
What are Samsung union workers demanding and how might a strike play out?Samsung Electronics faces its worst-ever strike as nearly 48,000 workers threaten an 18-day walkout over bonus payouts. The union demands t...
Micron urges Indian firms to plan ahead as AI memory crunch set to deepen through 2028A top Micron executive warns the global semiconductor memory shortage, fueled by the AI boom, is severe and could extend beyond 2028. India...
China's CXMT expects revenue to surge as memory chip demand soarsChina's top memory chipmaker, CXMT, anticipates first-half revenue around $17.62 billion, driven by a global memory supercycle fueled by AI...
18 days. That's all it takes for a Samsung strike to crash the global AI chip market, and the whole world is holding its breathSamsung strike to crash the global AI chip market: The Samsung strike threatens global AI chip supply chains as 45,000 workers plan an 18-d...
US Stock Market: AI-fueled memory supercycle boosts chip stocks while hardware companies struggleThe AI boom is causing a global memory chip shortage. This is creating winners among chip makers like Micron and Samsung, whose shares are ...