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MEMORY CAPACITY
Moonshot is creating new winners and losers in the AI tradeThe Chinese startup unveiled Kimi K3 on Friday, a model that it says delivers performance that rivals top-tier offerings from OpenAI and An...20 Jul, 2026, 05.24 PM IST- China's CXMT targets global DRAM giants with record $8.5 billion IPOChinese DRAM maker ChangXin Memory Technologies is throwing its hat into the ring with a roughly $8.5 billion initial public offering as it...20 Jul, 2026, 03.10 PM IST
- Chinese scientists turn diamonds into futuristic data vaults that could preserve information for 100 trillion years with over 99% accuracyResearchers developed diamond storage technology using atomic defects. This system offers immense storage capacity and extreme durability f...20 Jul, 2026, 11.54 AM IST
- Micron signs deals with Qualcomm, others for AI-powered automobile chip componentsThe agreements come as the industry races to expand manufacturing capacity to meet the booming demand for memory chips due to the rapid a...17 Jul, 2026, 12.18 AM IST
- Beyond Nvidia: The hidden winners of the AI investment boomThe real money in the AI build-out is being made where physical capacity can't keep pace with capital, argues Subho Moulik, Founder & CEO a...16 Jul, 2026, 11.19 AM IST
- AI cloud company CoreWeave explores Wall Street playbook to hedge memory-chip price riskThe unusual move underscores how deeply the AI boom has entangled cloud providers with the volatile chip market. To lock in supply amid s...15 Jul, 2026, 06.55 PM IST
- 'We faltered, did not move quickly:' How IBM CEO Arvind Krishna's statement led to $70 billion wipeoutIBM shares rebounded nearly 2% in premarket trade after plunging 25% in their worst single-day fall in 58 years, wiping out nearly $70 bill...15 Jul, 2026, 03.38 PM IST
- Global Market: SK Hynix jumps 13% as easing US inflation, AI memory optimism lift chip stocksSouth Korean semiconductor shares experienced a significant surge on Wednesday. This rally was fueled by softer U.S. inflation data and ren...15 Jul, 2026, 09.48 AM IST
- Explained: Why South Korea's Kospi jumped 7% despite escalating Middle East tensionsSouth Korea's benchmark Kospi surged 7% on Wednesday, extending its rally for a second session as softer-than-expected US inflation data an...15 Jul, 2026, 08.54 AM IST
- Global semiconductor manufacturing equipment sales to reach $165 billion in 2026: industry bodyTotal equipment sales are forecast to reach a record $229.5 billion by 2028, marking five consecutive years of growth due to AI-driven dema...14 Jul, 2026, 08.04 PM IST
- SK Hynix US-listed shares slip nearly 8% as Nasdaq debut euphoria coolsSK Hynix’s US-listed shares fell nearly 8% after a strong Nasdaq debut, as investors booked profits in AI-linked chip stocks. The decline t...13 Jul, 2026, 08.18 PM IST
- Samsung, SK hynix, Micron ramp up capacity as demand for AI infrastructure outpaces supplyGlobal memory chipmakers are expanding production capacity to meet AI demand. Samsung, SK Hynix, and Micron are investing billions in new f...13 Jul, 2026, 05.15 PM IST
- Global Market: SK Hynix warns of historic memory chip shortage by 2027 as AI demand soarsSK Hynix anticipates a severe global memory chip shortage extending beyond 2030. Accelerating artificial intelligence infrastructure demand...13 Jul, 2026, 10.59 AM IST
- Samsung Electronics to advance start of chip factory in Yongin to 2029Last month, both Samsung and its South Korean rival SK Hynix announced pledges to invest hundreds of billions of dollars in expanding prod...13 Jul, 2026, 08.27 AM IST
- South Korea’s world-beating stocks are now trading cheaper than ever! Time to bulk up?South Korea's benchmark Kospi index has surged about 80% this year to record highs, yet its valuation has fallen to a historic low as corpo...12 Jul, 2026, 11.41 AM IST
- SK Hynix CEO sees worst-ever memory supply shortage in 2027, says demand to outstrip supply beyond 2030"We forecast that next year will be the worst year in the industry's history from the supply perspective," Kwak Noh-jung told Reuters in an...10 Jul, 2026, 11.52 PM IST
- Taiwanese chipmaker Nanya plans $6 billion in spending in 2027, riding AI boomTaiwanese memory chipmaker Nanya Technology plans substantial capital spending next year. This increased investment is driven by soaring de...10 Jul, 2026, 03.32 PM IST
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