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MEMORY CHIPS DEMAND
Google in talks with Samsung to make part of next-gen chip: ReportGoogle is reportedly in talks with Samsung Electronics for manufacturing a component of its upcoming AI processor. This collaboration could...- South Korea's SK Hynix eyes US listing as soon as August, sources sayThe US Securities and Exchange Commission is likely to approve SK Hynix's American depositary receipt listing application during the week...
- AI demand to keep memory tight through 2027, chipflation to squeeze consumer hardware and cloud costsMemory storage is set to remain a structural bottleneck through 2027 as AI demand continues to absorb Dynamic Random-Access Memory (DRAM), ...
- 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.
- Samsung Electronics considers building chip packaging plant: ReportSamsung is expected to unveil the investment plan at a meeting between South Korean President Lee Jae Myung and the heads of the country's ...
- 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 considers building chip packaging plantSamsung Electronics is exploring a significant investment in Gwangju, South Korea. The company is considering a new advanced semiconductor ...
- 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...
- AI mania reorders Asia's stock marketsWith AI investments taking center stage, South Korea and Taiwan's stock markets have outpaced India in terms of market capitalisation, larg...
- 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...
- US Stocks: Broadcom set to shed $300 billion in value as AI results fail to impress; shares fall 14%The losses, if sustained, will erase more than $315 billion from the company's market value of about $2.268 trillion, in one of the biggest...
- 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...
- 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...
- 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...
- 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...
- 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...
- 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 ...
- 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 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...
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