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MEMORY PRICING CYCLE
India’s AI data-centre push could drive 5% of global chip demand by 2030Global semiconductor revenue is projected to reach $1.6 trillion by 2026. AI data centres will drive significant growth in chip demand worl...- Samsung to reclaim top position in smartphone market this year: Counterpoint ResearchSamsung is expected to reclaim the top spot in the global smartphone market in 2026, even as a worsening memory-chip shortage drives up com...
- SanDisk shares soar 3,400% in one year. Can the rally sustain its momentum?US stock futures edged higher after a tech-led selloff, as investors monitored Iran tensions and key retail earnings for clues on consumer ...
- Sridhar Vembu explains why phones and laptops are getting expensive in 2026Zoho founder Sridhar Vembu has warned that the massive AI investment boom is pushing up the cost of memory and other technology components,...
- Ageing housing societies: How homeowners can avoid losing their homes and money to redevelopment delaysAgeing housing societies that were promised bigger, modern living spaces have seen builders abandon or stall construction for years, with l...
- ET Prime Special Series: Multibagger or IBC - Part 71: This small-cap auto supplier is trying to become a consumer brand againThe most interesting part of this old auto story is not nostalgia. It is how the company, after leaving the consumer vehicle market, has re...
- Xiaomi Launches REDMI Note 17 5G in India, starting at Rs 24,999 with an 8,000mAh batteryThe latest addition to Xiaomi's lineup, the REDMI Note 17 5G smartphone, has been launched in India. It comes equipped with an impressive 8...
- Samsung, SK Hynix shareholders call for bigger payouts from AI cash mountainSamsung and SK Hynix are under pressure from investors to boost shareholder returns as they experience significant profits driven by strong...
- Samsung, SK Hynix shareholders call for bigger payouts from AI cash mountainSamsung and SK Hynix face investor pressure for increased shareholder payouts. These chipmakers are generating unprecedented cash from robu...
- South Korea’s Kospi climbs 5%, extending two-day rebound: 3 reasons fueling the rally after July selloffSouth Korea's KOSPI surged over 5% on Wednesday, extending its two-day recovery to 7% following a heavy July selloff. The rally was fueled ...
- SK Hynix rises 5% as brokerages launch coverage with bullish ratingsSK Hynix shares jumped five percent as brokerages began coverage with positive assessments, spurred by the company's strong position within...
- AI keeps consumer prices high in 'RAMaggedon' chip crunchMemory chip prices are rising significantly due to artificial intelligence demand. This shortage is impacting consumer electronics and pote...
- Apple revenue, profits beat expectations on iPhone, Mac salesApple said sales for its fiscal third quarter ended June 27 were up 16.4% to $109.42 billion, compared with analyst estimates of a 15.5% ri...
- Qualcomm shares fall 5% as higher costs, Apple-related weakness cloud profit forecastQualcomm's stock has seen a notable drop following its alert about escalating memory costs. Increased expenditures and rising prices are ex...
- Samsung AI demand drives record chip earnings amid foundry and mobile hurdlesSamsung's semiconductor business achieved record second-quarter performance driven by AI server memory demand. However, its foundry operati...
- Samsung sees chip shortage extending to 2028, touts long-term supply dealsSamsung Electronics announced a significant chip profit increase and new supply agreements. The company expects global chip shortages to wo...
- Odyssey of stock market: What investors can learn from the Greek epic hero’s journey back home?Investors can learn from Odysseus's long voyage home. Resisting temptations and instant profits are crucial for long-term success. True val...
- Global chip rout: How should investors play India's AI trade that gave up to 400% returns this year?Global AI stocks face a sharp selloff, impacting Indian investor strategies. Indian markets focus on infrastructure like data centers and p...
- GTA VI launch offers Sony boost amid chip cost pressuresSony anticipates significant gains from the upcoming Grand Theft Auto VI release. However, rising memory chip prices present a considerable...
- SK Hynix's record profit misses forecasts; shares slump 10% despite robust AI chip demandThe Nvidia supplier's quarterly operating profit soared more than sixfold to a record high, but it said delays in shipments of some advance...
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