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Saurabh Mukherjea’s global strategy: How Marcellus is hunting compounder stocks across 4 multi-trillion dollar megatrendsSaurabh Mukherjea of Marcellus is avoiding AI giants like Nvidia, instead focusing on companies enabling AI's physical infrastructure. His ...
Samsung Electronics' chip chief says discussed next-generation foundry, HBM cooperation with Nvidia CEOSamsung's co-CEO Jun Young-hyun met with Nvidia CEO Jensen Huang in Seoul to discuss future semiconductor cooperation. The companies are al...
Nvidia clinches deals with South Korean giants include SK Group to advance AI boomSpeaking to reporters in Seoul, Huang's remarks underscored Nvidia's continued cooperation with SK Hynix, a leading supplier of high-bandwi...
Nvidia CEO Jensen Huang says robotics is South Korea's next big sector, points to 'some suprises'He was talking to reporters after arriving at Gimpo airport in South Korea on a flight from Taiwan.He was talking to reporters after arri...
Nvidia CEO mounts charm push in South Korea with TV talk show, baseball appearancesWhile a celebrity in his own right, the charm push by the Taiwan-born 63-year-old highlights South Korea's critical position in the AI land...
Global smartphone market faces record annual decline as chip crunch worsensThe global smartphone market faces its biggest annual drop ever. Shipments are expected to fall by nearly 14 percent this year. This is due...
Arm Holdings CEO says US would have difficulty banning AI CPU chip exports to ChinaArm Holdings CEO Rene Haas said on Tuesday that it would be difficult to block the export of CPUs to China that are useful for AI becaus...
South Korea overtakes India as world’s sixth-largest stock marketSouth Korea's stock market has now surpassed India's, becoming the world's sixth largest. This significant shift is largely due to the boom...
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...
Intel bets big on AI infrastructure with new Xeon chipsIntel has unveiled new data center products. This includes the next-generation Xeon 6+ processors and advanced AI accelerators. These innov...
Dell unveils $699 XPS 13 laptop in challenge to Apple's MacBook NeoStarting at $699 and a reduced $599 for students aged 16 and older during the back-to-school season, the XPS 13 seeks to offer a superior e...
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...
Nvidia CEO Jensen Huang to visit South Korea: sourceThe chief executive of the world's most valuable company is expected to meet with companies including SK Group, Hyundai Motor Group, LG Cor...
Huawei bets on speed over shrinking transistors to sidestep US chip sanctionsChina has been barred since 2019 from importing ASML's most advanced extreme ultraviolet (EUV) lithography machines, curbing the ability of...
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 ...
Samsung plans $1.5 billion chip testing plant in Vietnam, document showsSamsung Electronics is investing $1.5 billion in Vietnam to build a new semiconductor testing plant, set to begin operations in November 20...
Micron joins $1 trillion club as AI race powers memory chip boomMicron has reached a significant milestone, crossing $1 trillion in market value for the first time. This achievement highlights the compan...