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MEMORY CHIP PROFITS
Applied Materials can respond to rise in demand with eight quarters of lead time, CEO saysDickerson was speaking at a press conference before the opening of Applied Materials' new facility in Singapore.
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 ...
OpenAI IPO: Date, share price, valuation, timing and all details investors need to knowOpenAI IPO Filing: OpenAI has confidentially filed for an IPO after reaching an $852 billion valuation. Anthropic remains ahead at $965 bil...
Kospi surges 5% after 15% rout in 3 sessions. What’s fuelling 2026’s top market?South Korean technology stocks rebounded sharply on Tuesday as investors returned to AI-linked shares after a steep three-day selloff that ...
Asia tech selloff is a buying opportunity, says Manishi Raychaudhuri; but India has a problem to fix firstAsian markets saw a sharp sell-off in tech stocks this week. Investor Manishi Raychaudhuri views this as a buying chance. India's market fa...
Kospi ends 8% lower as chip rout deepens; Samsung, SK Hynix crash up to 10%South Korea's KOSPI index experienced a significant selloff, plunging 8.23% as investors cashed in on the AI rally, revealing the market's ...
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...
South Korea labour minister calls on tech firms to share excess AI profits with suppliers, staffIn an interview, Kim Young-hoon told Reuters that companies like Samsung Electronics that outperform profit targets should consider sharing...
Samsung minority union challenges bonus deal in courtA labour union representing several thousand Samsung Electronics employees asked a court on Tuesday to nullify a bonus agreement between th...
SK Hynix pans to double wafer capacity in next five years, group chairman saysChey Tae-won was speaking at the Computex conference in Taipei, where executives from some of the world's top technology companies, includ...
MU stock price today hits new record above $1,000 as Micron crosses $1 trillion market cap: What's driving the rally and what are analysts' price targets?Micron (MU) stock price target: Micron Technology's stock surged past $1,000, driven by robust demand for AI infrastructure and its key rol...
What are AI PCs that Nvidia's Jensen Huang is betting on?Nvidia is pushing AI PCs with a new chip for local processing. AI-optimized computers are boosting some companies' results. New AI PCs from...
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...
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 ...
Minority union at Samsung Electronics to challenge pay deal in courtA labor union at Samsung Electronics plans to challenge a pay deal in court. The deal offers significant bonuses to workers in the profitab...
Dell raises annual forecasts as AI data center buildout fuels demandUS tech giants including Alphabet and Amazon plan to spend over $700 billion on AI infrastructure this year, which would drive up demand ...
SK Hynix joins $1 trillion club after Samsung, Micron on AI chip boomSK Hynix has crossed the $1 trillion market value mark. This milestone follows similar achievements by rivals Samsung Electronics and Micro...
Samsung workers approve pay deal, shares surgeSamsung Electronics unionized workers have approved a bonus pay deal, averting an 18-day strike. The agreement, however, creates significan...
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...