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MEMORY CHIP SHORTAGE
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 ...
TSMC working hard to meet chip demand, would 'like' to hike pricesC.C. Wei, speaking at the company's annual shareholder meeting in the Taiwanese city of Hsinchu, said customers are still upbeat on the out...
PM Modi’s high stakes push for sovereign AI faces reality checkIndia is striving to build its own artificial intelligence capabilities, aiming for self-reliance and global export. However, the nation fa...
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...
South Korea, Taiwan leapfrog India, but the race was lost decades agoSouth Korea and Taiwan have surged ahead of India in global stock markets, driven by AI-powered semiconductor booms. Their success stems fr...
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...
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...
Foxconn has immense confidence in growth momentum due to AI, chairman saysTaiwan's Foxconn sees strong growth driven by AI demand. Chairman Young Liu is optimistic about the second half of the year. Cloud provider...
India may cheer an Iran deal, but peace in Hormuz won’t refill its emptying economic tankThe economic horizon of India is clouded by a dual predicament characterized by a lack of financial resources and innovative ideas. While r...
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...
Global Market Today: Asian stocks climb to record on tech, oil dropsAsian stocks hit a record high, fueled by a surge in technology shares and easing geopolitical tensions. South Korea's SK Hynix reached a $...
Govt's semicon sops 2.0 may top $10 billion: IESA prezIndustry stakeholders have informed the Ministry of Electronics and Information Technology (MeitY) of the need for higher incentives since ...
Waiting for your dream phone to get cheaper? That moment may never comeSmartphone prices are no longer dropping predictably. The demand for AI chips is causing component costs to surge. This means phones are la...
Samsung union says to embark on 48,000-strong strike on Thursday after impasse on bonusesSamsung Electronics workers plan a major strike on Thursday. Talks over bonus payments have stalled. This action could disrupt South Korea'...
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...
Samsung, labour union meet again as Seoul threatens to intervene to block strikeSamsung Electronics and its labor union are in crucial government-led talks. The aim is to resolve a dispute over pay and bonuses. A strike...
As chip industry chases AI, US national labs look to newcomers for supercomputersAmerica's nuclear weapons program faces a computing crunch. High-precision simulations for nuclear weapons are becoming difficult to power....
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 ...