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GLOBAL MEMORY CHIPS
SK hynix open to US investment, sees memory shortage through 2030SK hynix CEO Kwak Noh-jung said SK hynix was looking globally for potential sites that could support its development and testing needs, cit...- China's CXMT posts first-half profit after revenue surgeFirst-half revenue soared 873.64% from a year ago to 150.3 billion yuan ($22.36 billion). Net profit totalled 77.6 billion yuan, compared t...
- Kioxia, Sandisk plan $31.4 billion Japan investment to boost AI chip outputKioxia and Sandisk will invest over $31.4 billion to increase chip production. This significant investment will occur over the next six yea...
- SK Hynix holds groundbreaking ceremony for $4 billion Indiana AI chip packaging facilityThe facility, at the Purdue Research Park in West Lafayette, is scheduled to begin cleanroom operations in the second half of 2028, accordi...
- Nvidia’s 70% sales growth forecast sends a message to AI doubters. What did CEO Jensen Huang say?Nvidia has forecast a 70% jump in revenue for fiscal 2028, signalling that strong AI computing demand remains intact despite memory supply ...
- Global Market: China stocks rise as Nvidia outlook boosts AI and hardware sharesChina’s mainland stocks rose on Thursday, led by AI, semiconductor and hardware companies after Nvidia delivered an upbeat revenue outlook,...
- Nvidia shares rally 5% after stellar Q2; revenue guidance for 2028 tops analyst estimatesNvidia shares jumped 5% in extended trading on Wednesday after the chipmaker reported stellar Q2 results and forecast 70% revenue growth fo...
- Global Market: Japan’s Nikkei reverses gains as Advantest shares dragJapan’s Nikkei slipped 0.14% as Advantest and SoftBank declined, despite Nvidia’s strong AI outlook. The Topix gained 0.19% as investors ro...
- Nvidia forecasts 70% sales growth next year, signals AI spending boom has years left to run"AI has reached its inflection point. It's doing useful work. Its tokens are productive and profitable. Now, compute is revenue," Nvidia Ch...
- HP forecasts strong fourth-quarter profit on price hikes, US tariff refundsHP forecast fourth-quarter profit above Wall Street estimates, helped by expected tariff refunds and higher prices for premium and AI-power...
- OpenAI says its new Jalapeno chip can make AI faster while using less powerOpenAI unveiled its new Jalapeno AI chip at a recent conference. This processor significantly boosts AI response speeds and reduces power c...
- Samsung, SK Hynix stand to benefit as Nvidia AI server costs surgeServer manufacturers notified major data center customers, including Microsoft, Google, and Oracle, that prices for Nvidia-based AI systems...
- Global Market: Nikkei drops as Japanese chip stocks track US tech selloffJapan's Nikkei share average saw a dip as tech stocks tracked declines in the US, particularly in the semiconductor sector. Investor cautio...
- Global Market: SK Hynix workers reject pay deal amid bonus disputeSK Hynix workers narrowly rejected a wage agreement by just 25 votes, with 50.08% opposing the proposed 6.3% pay hike and revised bonus str...
- Less chips chipping away at AInfra? Nvidia’s server price hike signals rising costsNvidia plans server price increases due to a global chip shortage. This shortage is expected to persist beyond the year 2027. Chipmakers ar...
- India’s AI data-centre push could drive 5% of global chip demand by 2030Global semiconductor revenue is projected to reach $1.6 trillion by 2026. AI data centres will drive significant growth in chip demand worl...
- Infosys, HCLTech, other IT stocks gain on Nvidia’s likely price hikes. Are AI bubble worries coming true?Indian IT stocks gained on Monday as reports of Nvidia’s potential server price hikes revived concerns over rising AI infrastructure costs ...
- Global Market Today: Asian stocks dip with AI in focus, oil declinesMSCI’s Asia Pacific equities gauge dipped 0.1%, with the Kospi Index in South Korea — a bellwether for AI investments — falling 1.2%. Howev...
- Samsung to reclaim top position in smartphone market this year: Counterpoint ResearchSamsung is expected to reclaim the top spot in the global smartphone market in 2026, even as a worsening memory-chip shortage drives up com...
- Samsung hikes chipmaking prices by up to 15% on demand spikeDemand from Chinese customers has been particularly strong, but Samsung has been unable to meet all orders because it must serve US custome...
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