PNK • South Korea
Diversified electronics and semiconductor leader; significant photonics exposure.
Supply Chain Position
Diversified companies with meaningful photonics exposure but not core supply chain thesis stocks
Charts by TradingView
Annual Overview
| Metric | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|
| Revenue | 213.29B | 182.73B▼ | 212.33B▲ | 235.43B▲ |
| Net Income | 38.62B | 10.21B▼ | 23.73B▲ | 31.24B▲ |
| EPS | $5.686 | $1.5039▼ | $3.4933▲ | $4.6598▲ |
| Free Cash Flow | 6.39B | -11.57B▼ | 13.58B▲ | 23.4B▲ |
| Capex | -37.49B | -42.72B▼ | -37.93B▲ | -36.81B▲ |
| Diluted Shares | 6.79B | 6.79B▼ | 6.79B▲ | 6.7B▼ |
| Net Debt Issuance | -6.76B | 903.69M▲ | 3.47B▲ | 3.25B▼ |
| Net Equity Issuance | — | — | -1.28B | -5.78B▼ |
| SBC | — | — | — | — |
Growth
Ownership
Data from SEC 13F filings · Reported December 31, 2025
Earnings Calendar
Next earnings
October 28, 2026
Last earnings
No past earnings data available.
AI Summary
Samsung Electronics Co., Ltd. operates across the technology spectrum with significant expertise in both consumer electronics and semiconductor manufacturing. While deeply involved in the AI and photonics domains through its semiconductor business, Samsung's role is more about application rather than core development. This makes it an essential player in integrating photonics into practical, scalable technology but not a pure-play photonics entity.
Samsung's diversified model allows it to leverage photonics technology to enhance existing product lines like smartphones, displays, and semiconductors. The recent robust financial recovery, as demonstrated by a near doubling of net income from FY2023 to FY2025, with revenues hitting $224.97 billion, suggests strong market adaptability and recovering demand. Their low debt-to-equity ratio of 0.06 speaks to an effective capital structure, aiding investment in new technologies like 800G networking components which could unlock new revenue streams. As the world leans more heavily on AI and automation, Samsung's broad tech footprint positions it well to integrate photonics at scale, maintaining leadership and increasing margins.
Despite impressive growth, Samsung's vast product portfolio dilutes its focus on cutting-edge photonics development. Its diversification may limit its agility in a rapidly evolving technological landscape compared to pure-play photonics firms. An EV/EBITDA of -1.0 indicates potential discrepancies in earnings before depreciation and tax, suggesting some financial stress or accounting nuances that might mask underlying profitability issues. Additionally, Samsung's competitive edge may face erosion due to stiff competition from faster, more specialized tech players in the photonics field.
Samsung showcases a strong revenue growth trajectory, growing from $174.6 billion in FY2023 to $224.97 billion in FY2025. This substantial growth is matched by a remarkable lift in net income, climbing from $9.76 billion in FY2023 to nearly $29.85 billion in FY2025, reflecting improved operational efficiency and cost control measures. After a negative free cash flow (FCF) in FY2023, the substantial recovery to $22.36 billion by FY2025 underlines better cash management. However, despite the progression, the gross margin has seen minor improvements, from 30.3% in FY2023 to 39.4% in FY2025, indicating room for improvement in operational efficiencies.
Samsung currently sits on a relatively modest P/E ratio of 19.5, which appears fair given its earnings growth and market position. The price seems to account for its expansive market cap and recent price pinnacle ($65.21)—implicit of strong market expectations. However, the improvement in earnings hasn't significantly propelled its valuation multiples versus peers, indicating either the market's skepticism of its sustained growth or perhaps competitive internal challenges not fully discounted.
A pronounced risk lies in Samsung’s geopolitical exposure, especially with significant manufacturing bases and supply chain dependencies in regions prone to political unrest or trade disputes. There's also the risk of technology disruption; should a competitor leapfrog Samsung with superior photonics tech, it could face a steep catch-up trajectory. Samsung also depends heavily on a limited number of suppliers for critical tech components—a failure at any single point could lead to broader operational disruptions.
Investors should keep an eye on Samsung's forthcoming product rollouts featuring enhanced AI and photonics capabilities, particularly in the semiconductor space. Additionally, tracking partnerships or advancements related to the implementation of 800G technologies will be crucial. Watch for macroeconomic indicators and geopolitical developments that could influence its supply chain reliability and global market access, especially regarding semiconductor manufacturing policies and trade regulations.
These insights suggest a cautious optimism backed by Samsung’s financial robustness yet tempered by external risks and competitive dynamics.
Last updated: April 14, 2026
Samsung Electronics Co., Ltd. operates across the technology spectrum with significant expertise in both consumer electronics and semiconductor manufacturing. While deeply involved in the AI and photonics domains through its semiconductor business, Samsung's role is more about application rather than core development. This makes it an essential player in integrating photonics into practical, scalable technology but not a pure-play photonics entity.
Samsung's diversified model allows it to leverage photonics technology to enhance existing product lines like smartphones, displays, and semiconductors. The recent robust financial recovery, as demonstrated by a near doubling of net income from FY2023 to FY2025, with revenues hitting $224.97 billion, suggests strong market adaptability and recovering demand. Their low debt-to-equity ratio of 0.06 speaks to an effective capital structure, aiding investment in new technologies like 800G networking components which could unlock new revenue streams. As the world leans more heavily on AI and automation, Samsung's broad tech footprint positions it well to integrate photonics at scale, maintaining leadership and increasing margins.
Despite impressive growth, Samsung's vast product portfolio dilutes its focus on cutting-edge photonics development. Its diversification may limit its agility in a rapidly evolving technological landscape compared to pure-play photonics firms. An EV/EBITDA of -1.0 indicates potential discrepancies in earnings before depreciation and tax, suggesting some financial stress or accounting nuances that might mask underlying profitability issues. Additionally, Samsung's competitive edge may face erosion due to stiff competition from faster, more specialized tech players in the photonics field.
Samsung showcases a strong revenue growth trajectory, growing from $174.6 billion in FY2023 to $224.97 billion in FY2025. This substantial growth is matched by a remarkable lift in net income, climbing from $9.76 billion in FY2023 to nearly $29.85 billion in FY2025, reflecting improved operational efficiency and cost control measures. After a negative free cash flow (FCF) in FY2023, the substantial recovery to $22.36 billion by FY2025 underlines better cash management. However, despite the progression, the gross margin has seen minor improvements, from 30.3% in FY2023 to 39.4% in FY2025, indicating room for improvement in operational efficiencies.
Samsung currently sits on a relatively modest P/E ratio of 19.5, which appears fair given its earnings growth and market position. The price seems to account for its expansive market cap and recent price pinnacle ($65.21)—implicit of strong market expectations. However, the improvement in earnings hasn't significantly propelled its valuation multiples versus peers, indicating either the market's skepticism of its sustained growth or perhaps competitive internal challenges not fully discounted.
A pronounced risk lies in Samsung’s geopolitical exposure, especially with significant manufacturing bases and supply chain dependencies in regions prone to political unrest or trade disputes. There's also the risk of technology disruption; should a competitor leapfrog Samsung with superior photonics tech, it could face a steep catch-up trajectory. Samsung also depends heavily on a limited number of suppliers for critical tech components—a failure at any single point could lead to broader operational disruptions.
Investors should keep an eye on Samsung's forthcoming product rollouts featuring enhanced AI and photonics capabilities, particularly in the semiconductor space. Additionally, tracking partnerships or advancements related to the implementation of 800G technologies will be crucial. Watch for macroeconomic indicators and geopolitical developments that could influence its supply chain reliability and global market access, especially regarding semiconductor manufacturing policies and trade regulations.
These insights suggest a cautious optimism backed by Samsung’s financial robustness yet tempered by external risks and competitive dynamics.
, Ltd. operates across the technology spectrum with significant expertise in both consumer electronics and semiconductor manufacturing. While deeply involved in the AI and photonics domains through its semiconductor business, Samsung's role is more about application rather than core development.
Samsung Electronics Co., Ltd. is in the Adjacent / Diversified layer of the photonics supply chain. Diversified companies with meaningful photonics exposure but not core supply chain thesis stocks
In FY2025, Samsung Electronics Co., Ltd. reported net income of $31.24B.
Companies in the same supply chain layer as Samsung Electronics Co., Ltd. include Aeva Technologies, Inc., ASP Isotopes Inc., Draganfly Inc., GL Tech Co.,Ltd, and Han's Laser Technology Industry Group Co., Ltd..
Samsung Electronics Co., Ltd. is expected to report around October 28, 2026.
Analysis updated April 2026
Despite Thursday’s surge, the company fell behind in the second quarter among suppliers of NAND memory chips.
Micron stock was slipping on Thursday as the recent rebound in the shares from a multi-week slump seemed to slow. Micron shares were down 0.3% in premarket trading after a near 5% rally on Wednesday. While demand for hardware used in artificial intelligence, such as memory chips made by Micron and peers such as SK Hynix remains resilient, a competitive threat may be looming, according to new research.
South Korean retail investors must now complete a week-long course before they can start trading in single-stock funds, as regulators tighten...
A jump in South Korean stocks drove emerging-market equities higher on Thursday as the revival in the global AI trade pushed Seoul’s Kospi index into a technical bull market.
Micron stock was slipping on Thursday as the recent rebound in the shares from a multi-week slump seemed to slow. Micron shares were down 0.3% in premarket trading after a near 5% rally on Wednesday. While demand for hardware used in artificial intelligence, such as memory chips made by Micron and peers such as SK Hynix remains resilient, a competitive threat may be looming, according to new research.
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Asian shares were mostly higher on Thursday, powered by gains for AI-related stocks including computer chips as regional markets tracked a rally on Wall Street. U.S. futures were little changed and oil prices were slightly lower. In South Korea, the Kospi jumped 4%, climbing to 6,844.65, as shares in Samsung Electronics surged 5.4%.
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Samsung Electronics stock has posted very strong gains over the last three years, yet its current valuation checks still point to the shares looking inexpensive on several measures. With the price recently at ₩256,000, the question for investors is how much of the story is already reflected in that move. Samsung Electronics has returned about 304% over the last three years, which puts a lot more weight on whether today’s price still leaves room for a reasonable margin of safety. The launch...
Seoul is adding financing and infrastructure support to a semiconductor expansion anchored by Samsung and SK Hynix.
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Micron stock was rallying alongside other chip names on Wednesday but Korean standouts SK Hynix and Samsung Electronics outperformed following a report of a massive investment.
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Micron Technology stock has delivered extremely strong gains over the past three years, yet the current valuation checks give a more cautious, mixed signal rather than a clear green light. Micron Technology has returned about 12x over the last three years, which puts extra focus on whether the current price already reflects a lot of good news. AI driven demand for advanced memory and storage can support expectations for Micron Technology, while intense competition from peers such as Samsung...
The proposed investment is another bullish signal for semiconductors, suggesting investors see further upside in chip stocks.
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HLB, SPG, and Peptron surged over 50% this month as KOSPI crashed, leveraged ETF rules tightened, and AI stocks sold off.
Shares were mixed Wednesday in Europe and Asia ahead of the release of key U.S. inflation data for July, while oil prices advanced as doubts persisted over when the war with Iran will allow crude to flow freely again. In early European trading, Germany's DAX rose 0.3% to 26,480.04, while the CAC 40 in Paris fell 0.2%, to 8,698.79. Samsung Electronics gained 6.7% and memory chipmaker SK Hynix was up 5.5%.
General Motors will sell its stake in an Indiana EV battery plant to South Korea's Samsung SDI amid sluggish demand for electric cars. GM stock offered a trendline entry on Tuesday. Ford stock and Tesla stock also gained below key levels.
SpaceX just unveiled plans for a factory 15 times the size of the Pentagon, and its stated goal is to shatter the memory chip oligopoly. That ambition forces a hard choice for retirement investors holding semiconductor stocks right now.
South Korea introduced financing, infrastructure and permitting measures intended to accelerate semiconductor production across multiple regional hubs.
Yahoo Finance Tech Editor Dan Howley breaks down Jefferies' downgrade of Apple (AAPL) to 'underperform' following reports of a canceled all-glass iPhone, while evaluating potential price increases for upcoming models.
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Yahoo Finance Senior Business Reporter Ines Ferre joins Opening Bid to discuss JPMorgan's (JPM) latest note, warning that the memory chip shortage could continue for at least two more years. Ferre also breaks down the S&P 500's (^GSPC) bullish run, which has produced 26 record closes in 2026.
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South Korea will launch a 5 trillion won ($3.52 billion) semiconductor fund targeting promising chip materials, parts, equipment and fabless companies, a presidential official said, as Seoul seeks to accelerate plans for new chip manufacturing hubs across the country. The government will also provide a further 5 trillion won in trade finance for suppliers, Presidential Chief of Staff Kang Hoon-sik told a press briefing after a meeting chaired by President Lee Jae Myung on Monday. The measur
Shares were mixed Monday in Europe and Asia, with Japan’s Nikkei 225 leading advances after stocks rose on Wall Street. Oil prices rose as the status of efforts to end the conflict in the Middle East remained uncertain. Computer chip equipment maker Tokyo Electron climbed 4.1%, while chip testing device maker Advantest rose 6.4%.
This detail from their earnings reports could spell trouble for Micron's stock in the long run.
Citi believes the recent sell-off in memory chip stocks presents a buying opportunity, arguing that the artificial intelligence-driven memory cycle is still in its early phases and could ultimately exceed the industry’s previous boom between 2001 and 2007. The bank says the current environment shares many similarities with the long NAND expansion seen during the early 2000s, when products such as MP3 players and digital cameras transformed demand and flash memory steadily replaced older storage
Warby Parker (NYSE:WRBY) reported second-quarter revenue of $235.5 million, up 9.8% from a year earlier, as retail sales growth, eye exam expansion and higher average order values helped offset continued softness in customer traffic and the effects of ending its Home Try-On program. Adjusted EBITDA
On July 30, Apple Inc. (NASDAQ:AAPL) released its fiscal third-quarter 2026 report, and the company’s shares dropped as much as 10% in the sell-off. This was a striking reaction to a quarter that produced record earnings per share and beat Wall Street’s revenue estimates. The drop says less about what Apple just did and more […]
Record AI-related earnings have intensified pressure for Samsung to convert its expanding cash resources into larger shareholder distributions.
SK Hynix just committed to one of the biggest fab investments in memory history, and its stock immediately sold off. Whether that reaction signals panic over capital spending or a buying opportunity depends on a structural argument about 2027 that not everyone buys.
Report: FCC seeks to ban Chinese optical transceivers Electronics360
This week on Tom's Hardware Premium: August 8, 2026 — Inside China's lithography efforts, co-packaged optics get a spotlight, and Samsung debuts next-gen memory tech Tom's Hardware
Micron stock shouldn't face any real concern over the investment plans of its memory-chip peer SK Hynix.
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Samsung Electronics (KOSE:A005930) announced a patent portfolio alliance and multi year supply agreement with Netlist, alongside a full settlement of all litigation. The agreement includes cross licensing of server memory and AI focused memory patents, including server DIMM and high bandwidth memory technologies. The deal aligns Samsung Electronics more closely with Netlist in AI and data center memory, while removing legal overhang from the companies' past disputes. For readers watching...
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Sandisk Triggers AI Chip Selloff With Weak Outlook
Sandisk said pricing generated most of its recent revenue growth.
Memory chip stocks like Micron and SK Hynix have been wild rides, and some famous bears are already circling. But a quieter corner of the market may offer a smarter, steadier path into the boom before the next leg up.
Memory stocks are cratering despite blockbuster earnings, and the reason reveals something uncomfortable about how much of the AI storage boom traders had already priced in before Thursday's open.
Investing.com -- The current AI-driven memory upcycle remains in its early stages, Citi strategists say, arguing it could ultimately outperform the industry’s last major upcycle between 2001 and 2007.
The SEC already knew, three years ago, that retail investors make up the vast majority of holders of single-stock leveraged ETFs.
Samsung Electronics and SK Hynix face growing calls from investors wanting a greater share of excess cash via dividends or buybacks, after the pair provided scant detail on capital returns when reporting AI-driven record profit. The world's two largest memory chip makers are generating cash at an unprecedented pace due to robust demand for chips used in AI applications, amassing reserves that exceed those of U.S. tech giants that are spending heavily on AI infrastructure. Samsung and SK Hynix
The central fair value estimate for Samsung Electronics has shifted from ₩239,873 to ₩471,908 per share in the latest analyst update, a sizable reset to how the stock is being framed. This change sits against a backdrop of optimism around the memory cycle, tempered by questions about high investment levels and China related risks that could affect how much exposure you might want. In the sections that follow, you will see how this evolving narrative fits together and what to watch as new...
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In early August 2026, Netlist, Inc. announced a five-year alliance with Samsung covering a patent portfolio cross-license, memory product supply, technology cooperation, and the mutual settlement of all pending legal actions, with Samsung also agreeing to purchase 10 million Netlist shares. This agreement gives Samsung broad access to Netlist’s server DIMM and High Bandwidth Memory patents while securing a committed DRAM and NAND supply channel for Netlist, potentially reshaping its position...
GRAIL (NASDAQ:GRAL) reported second-quarter revenue growth driven by higher Galleri test volumes, while outlining continued efforts to secure FDA approval, expand its commercial organization and build international distribution partnerships. Revenue totaled $44.7 million in the second quarter, up 2
EWJ is up 18.5% this year, outperforming both the U.S. and international stocks broadly.
Global stock markets diverged on Thursday as investors assessed the latest corporate earnings with tech firms back under pressure, while awaiting developments over a potential US-Iran deal to reopen the Strait of Hormuz.Easing tensions in the Middle East and a potential US-Iran deal to reopen the Strait of Hormuz have helped keep a lid on oil prices and tempered inflation and rate hike concerns.
Nvidia (NVDA) has officially moved Co-Packaged Optics (CPO)—a technology integrating optics and electronics into a single package—into initial production. Moomoo
FEATURE Micron Technology stock closed mostly flat Wednesday after rising earlier on good news about future memory prices from SpaceX CEO Elon Musk. Micron shares closed at $893.19, just 52 cents above Monday’s close for an increase of less than a tenth of a percent.
Netlist (OTCMKTS:NLST) announced a five-year strategic alliance with Samsung covering a patent portfolio cross-license, memory product supply, technology cooperation and Samsung’s purchase of Netlist shares. Chief Executive Officer Chuck Hong said the agreement represents a major milestone for Netl
Samsung will gain access to Netlist's patent portfolio, while Netlist will source DRAM and NAND products from Samsung.
Samsung said on July 30 that memory shortages could worsen in 2027 and persist through 2028. The warning strengthened the pricing outlook for Micron Technology, Inc. (NASDAQ:MU) while exposing a potential supply constraint for NVIDIA Corporation (NASDAQ:NVDA). Micron shares jumped 18.4% that day as Samsung’s report revived confidence in the memory cycle. Samsung has signed […]
The five-year partnership includes a broad patent cross-license, memory supply agreement, technology collaboration, settlement of ongoing litigation, and Samsung’s planned purchase of Netlist shares. Key Investor TakeawaysNetlist (USOTC:NLST) signed a five-year strategic alliance with Samsung covering patent licensing, memory product supply, and technology cooperation.
FEATURE Micron Technology stock rose Wednesday after good news about future memory prices from SpaceX CEO Elon Musk. Micron shares were up 3.2% at $921 by midafternoon. That comes after a 7.6% gain the previous day.
Micron gained ground on SK Hynix as AI-driven memory demand supported a fivefold increase in DRAM revenue.
FEATURE Micron Technology stock was edging down early on Wednesday. However, there was good news about future memory prices from SpaceX CEO Elon Musk. Micron shares were down 1.7% at $877.18 in premarket trading.
Samsung Electronics (USOTC:SSNHZ) and SK Hynix (NASDAQ:SKHY) have been testing semiconductor manufacturing equipment supplied by China’s Advanced Micro-Fabrication Equipment (AMEC) at their production facilities in China, according to a Reuters report citing sources familiar with the matter. Shares of both South Korean chipmakers moved higher following the report, with SK Hynix rising 4.
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Musk said the supply-demand dynamics suggest that memory prices would continue to soar.
Despite issues with the Yen Intervention, Nikkei 225 climbs 3% as chip stocks jump and Bessent Iran remarks lift Hormuz deal hopes.
Oil prices resumed their ascent, with Brent crude gaining more than 1%. The futures for the S&P 500 and the Dow Jones Industrial Average were up 0.2%. Benchmarks jumped more than 3% in Tokyo and Seoul as shares in computer chipmakers and other AI-related companies advanced.
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Samsung Electronics and SK Hynix are evaluating chipmaking equipment from China's Advanced Micro-Fabrication Equipment (AMEC) for possible use at their Chinese factories, three people familiar with the matter said, as the South Korean firms hedge against the risk of tighter U.S. export controls. The memory chipmakers began testing AMEC etching equipment about two years ago, when uncertainty was mounting over whether Washington would continue allowing them to import U.S. chipmaking tools into C
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Sandisk could work its way back to this number post-earnings.
Anyone who bought a laptop or built a gaming PC this year already felt memory prices climb. DRAM and NAND flash have gotten steadily more expensive as AI data centers absorb nearly every chip factories can produce, according to a Bloomberg analysis. On August 3, SK hynix and Sandisk released the ...
SANTA CLARA, Calif., August 04, 2026--Samsung Electronics Co., Ltd., a global leader in advanced memory technology, today showcased its latest AI memory innovations at Future of Memory and Storage (FMS) 2026 in Santa Clara, California.
Samsung Electronics (KOSE:A005930) heads into the Future of Memory and Storage 2026 conference in Santa Clara with investors watching how its memory, storage and AGI computing plans relate back to the stock. See our latest analysis for Samsung Electronics. The 삼성전자 share price has pulled back, with a 30 day share price return that declined 22.46%, even after a strong 7 day share price return of 9.09%. At the same time, the 1 year total shareholder return of 247.66% and 5 year total...
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Samsung had a 39% share of DRAM shipments in the second quarter, according to Counterpoint.
Micron stock rose Tuesday as new figures show growing market share but there's a threat on the horizon.
Goldman Sachs just named a specific Kospi target that would make South Korean equities among the biggest winning trades of the decade, but it hinges on two chip giants delivering something the market has never quite seen before.
Micron stock rose Tuesday as new figures show growing market share but there's a threat on the horizon.
The South Korean company is the “memory leader for the AI era,” William Blair analyst Sebastien Naji says.
Samsung had a 39% share of DRAM shipments in the second quarter, according to Counterpoint.
The South Korean company is the “memory leader for the AI era,” William Blair analyst Sebastien Naji says.
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South Korean retail shareholder platform ACT said on Tuesday it had launched a campaign to call an extraordinary shareholders' meeting at Samsung Electronics, urging the chipmaker to buy back about $32 billion worth of shares and set limits on performance bonuses. ACT said it would begin collecting electronic signatures from shareholders at 5 p.m. local time and seek support from the National Pension Service and domestic and overseas asset managers to meet the 3% ownership threshold required
Stretchable electronics: Switchable analog, digital organic transistor; thread-based ICs; temporary e-tattoo electrodes. The post Research Bits: Aug. 4 appeared first on Semiconductor Engineering.
Hybrid NAND flash-DRAM memory; neuromorphic many-core computing; modular HW-SW leakage verification; bridging p-type gap in oxide electronics w/2D semis; 3D structures from wafer-fabricated precursors; LLM benchmarking for Verilog design flows; pre-silicon power side-channel analysis. The post Chip Industry Technical Paper Roundup: Aug. 4 appeared first on Semiconductor Engineering.
Micron Technology (MU) is back in focus after investors reassessed the stock in light of aggressive capacity expansion plans from CXMT, Samsung and SK Hynix. These plans could pressure future memory pricing. See our latest analysis for Micron Technology. Micron Technology’s share price has been volatile, with a 1-day share price return of 0.79% and a 7-day return of 1.09%, following a July decline of about 15% and concerns over capacity expansion from CXMT, Samsung and SK Hynix. Even with...
Global oil prices rose Tuesday, recovering some of the previous session's heavy losses as uncertainty surrounded the prospect of new talks to end the US-Iran war. The Strait of Hormuz, a main conduit for global oil and gas supplies, has been a key point of tension in the US-Iran conflict.
Memory chip stocks have been volatile and fell as July came to a close, the market’s still-fragile sentiment.
Micron Technology bounced back Monday from early losses to rebound along with the broader chip market. The which tracks 30 chip companies traded on U.S. stock exchanges, rose just over 1%. China’s ChangXin Memory Technologies ( CXMT ) is mulling whether to build a second memory-chip plant in Beijing, following its recent initial public offering which led to the company surging to a market valuation of close to $500 billion, according to a Reuters report.
The which tracks 30 chip companies traded on U.S. stock exchanges, was also up around the same amount. China’s ChangXin Memory Technologies ( CXMT ) is mulling whether to build a second memory-chip plant in Beijing, following its recent initial public offering which led to the company surging to a market valuation of close to $500 billion, according to a Reuters report. CXMT is the world’s fourth-largest manufacturer of dynamic random-access memory.
FEATURE Stocks rallied Monday. The hit a record after President Donald Trump said he would restart talks with Iran, which bolstered investors’ hopes of a cease-fire in the Middle East. Micron advanced 0.
FEATURE Stocks rallied Monday with new records in reach for the and after President Donald Trump said he would restart talks with Iran, bolstering investors’ hopes of a cease-fire in the Middle East.
Most AI ETFs quietly repackage the same Nasdaq heavyweights and charge you extra for the privilege. A closer look at the full field reveals three funds that actually go somewhere the index cannot follow.
FEATURE Stocks were rising Monday—even as chip stocks came under pressure— after President Donald Trump said he would restart talks with Iran, bolstering investors’ hopes of a cease-fire in the Middle East.
Micron Technology was falling early Monday. Micron shares were down 3.4% at $795.02 in early trading. The moves comes as China’s ChangXin Memory Technologies ( CXMT ) mulls whether to build a second memory-chip plant in Beijing, following its recent initial public offering which led to the company surging to a market valuation of close to $500 billion, according to a Reuters report.
Memory stocks are taking a sharp hit Monday after an extraordinary run, but Wall Street analysts and a major insider are already treating the selloff as something very different from what the price action suggests.
Co-Packaged Optics (CPO) foundry roadmaps — breaking down TSMC, Intel, Samsung, and GlobalFoundries' approach to next-generation scale-up connectivity Tom's Hardware
Software stocks help power the market higher after President Donald Trump says he will restart talks with Iran.
Oil prices slumped and stocks mostly rose Monday after US President Donald Trump insisted negotiations with Iran were ongoing despite Tehran's denials.Crude futures slid more than four percent as markets brushed aside Iran's denials while Trump described the two sides as talking and Iran facing "a last chance before decapitation."
Memory chip stocks have been volatile and fell as July came to a close, the market’s still-fragile sentiment.
U.S. chip stocks and the Korean market have become increasingly intertwined lately, and the latest moves suggest that volatility remains.
Morgan Stanley upgrades Korean stocks to overweight with a 9,000 KOSPI target as Samsung and SK Hynix extend losses.
(Bloomberg) -- South Korean stocks slipped, as heavyweight chipmakers faced selloffs after Friday’s record gains while investors cut back leverage-backed trades. Most Read from BloombergTrump Says US to Hold Off Iran Attack If Deal AgreedSaudi Prince Concerned Over Trump’s Iran Strike Plan: AxiosSingapore's Gated Island for the Rich Is Marred by Decayed HomesIndia’s Family Offices Embrace Profit-Sharing to Attract Top TalentCrushed by Kospi Rout, Angry Koreans Rip Lee and Vow Not to BuyThe Kospi
Two storage stocks surged together last week. Their paths back to record highs are nothing alike.
Margin unwind from South Korean investors and the massive Situational Awareness blowup do not affect the fundamentals of AI stocks.
(Bloomberg) -- Leveraged ETFs that offer the tantalizing prospect of doubling or tripling the daily returns of an individual stock are famously risky for investors who buy them. Most Read from BloombergTrump Says US to Hold Off Iran Attack If Deal AgreedSingapore's Gated Island for the Rich Is Marred by Decayed HomesIndia’s Family Offices Embrace Profit-Sharing to Attract Top TalentBessent Joins Japan to Help Reverse Months of Yen LossesSaudi Prince Concerned Over Trump’s Iran Strike Plan: Axios
Investing.com -- South Korean retail investors sold a record amount of Kospi-listed shares on Friday as July’s severe market reversal damaged confidence and prompted criticism of President Lee Jae Myung’s government, Bloomberg reported.
A weekly roundup covering Magnificent Seven earnings, Fed rate pauses, U.S.-Iran tensions, and MarketBeat analysts' takes on stocks including Microsoft, Alphabet, Broadcom, Tesla, and UnitedHealth.
Netlist (OTCMKTS:NLST) reported second-quarter revenue of $109.8 million, up 163% from the second quarter of 2025, as demand for difficult-to-source DRAM products and the company’s memory product portfolio supported growth. Chief Executive Officer Chuck Hong said first-half revenue exceeded $200 mi
The memory maker booked more revenue in one quarter than in any full year of its history. Can that possibly last until 2030?
Apple's new Upgrade program is the latest sign that smartphone ownership is changing.
Samsung Electronics reported a record jump in semiconductor profits, driven by AI related demand and long term memory contracts. The company signaled that tight AI memory supply conditions could extend through 2028. This outlook highlights potential implications for Micron Technology NasdaqGS:MU in terms of pricing power, capacity plans, and competitive position in AI focused memory. Micron Technology enters this phase of tighter memory supply with a very strong recent stock performance...
Investing.com -- South Korean exports grew faster than expected in July, supported by strong global demand for semiconductors and computers used in artificial intelligence infrastructure, preliminary trade data showed on Saturday.
American and South Korean semiconductor and storage companies recovered a bit from an earlier selloff after fresh positive signs from Big Tech earnings.
Samsung and SK Hynix produced their largest recorded gains as investors returned to Korean semiconductor stocks after a severe July selloff.
AI data center demand is fueling a multi-year chip shortage, pushing up component costs and retail device prices.
SK Hynix stock surges in South Korea on Friday but that could lead to more volatility down the line.
SK Hynix surged on Friday alongside other South Korean shares as traders flooded back into artificial-intelligence stocks. SK Hynix rose 30% to 1.718 million won ($1,197) in local trading in South Korea. The KOSPI has been the world’s hottest stock market so far this year—logging a 57% gain through Friday’s close—but it has been an uncomfortable ride at times.
In its first year, BCC Research's Artificial Intelligence vertical has developed a comprehensive suite of reports to provide a detailed view of the global AI market. This collection includes quarterly Core Four reports alongside monthly Pulse Reports and an AI Sentiment Index, offering insights into AI adoption, disruption, usage, and investment across various industries worldwide. Notably, the reports highlight a structural shift in industries such as finance, logistics, and digital health,...
Moby summary of Universal Display Corporation's Q2 2026 earnings call
(Bloomberg) -- Billionaire Ken Griffin's rescue of hedge fund Situational Awareness helped trigger a relief rally in global AI stocks, leaving traders debating if the worst is over or more blowouts are on the way.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesChip Stocks Post Biggest Advance Since April 2025: Markets WrapUS Strikes Iran Again as Conflict Spreads Across Middle EastAnthropic AI Models Hacked Three Organizations During TestsMicrosoft's $450
(Bloomberg) -- Apple Inc. led a 7% increase in global smartphone revenue over the June quarter, showing how rising prices are offsetting shrinking shipments, according to Counterpoint Research.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesChip Stocks Post Biggest Advance Since April 2025: Markets WrapUS Strikes Iran Again as Conflict Spreads Across Middle EastAnthropic AI Models Hacked Three Organizations During TestsMicrosoft’s $450 Billion Jump Is Bigg
SK Hynix surged on Friday alongside other South Korean shares as traders flooded back into artificial-intelligence stocks. SK Hynix rose 30% to 1.718 million won ($1,197) in local trading in South Korea. The KOSPI has been the world’s hottest stock market so far this year—logging a 57% gain through Friday’s close—but it has been an uncomfortable ride at times.
(Bloomberg) -- Billionaire Ken Griffin’s rescue of hedge fund Situational Awareness helped trigger a relief rally in global AI stocks, leaving traders debating if the worst is over or more blowouts are on the way.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesChip Stocks Post Biggest Advance Since April 2025: Markets WrapUS Strikes Iran Again as Conflict Spreads Across Middle EastAnthropic AI Models Hacked Three Organizations During TestsMicrosoft’s $450
Samsung Electronics (KRX:005930, LSE:BC94) and SK Hynix surged by almost 30% on Friday as strong results from Amazon and Microsoft were the catalyst for investors to rush back into semiconductor shares. Samsung jumped 28% to ₩265,000, while memory-chip rival SK Hynix climbed 30% to ₩1.7...
The gains in U.S. chip stocks on Thursday and Friday mark a dramatic reversal of the selloff this month.
(Bloomberg) -- Aggressive AI spending plans by Amazon.com Inc., Microsoft Corp. and Alphabet Inc. provided fresh evidence that demand for chips and related equipment will remain strong, offering relief to a sector that’s been battered in recent days. Most Read from BloombergChip Stocks Post Biggest Advance Since April 2025: Markets WrapUS Strikes Iran Again as Conflict Spreads Across Middle EastBond Yields at 19-Year High Send Warsh Credibility WarningWarner Bros. Deal Collapse Would Cost the El
World share benchmarks advanced, with South Korea’s Kospi index jumping near 18% on Friday, tracking gains on Wall Street as artificial intelligence-related stocks bounced back after losses earlier this week. U.S. futures rose 0.5% and oil prices resumed climbing. Shares of South Korean technology giant Samsung Electronics surged 28%, while memory chipmaker SK Hynix soared 30%.
(Bloomberg) -- Retail investors have cut their margin loans in South Korea, Taiwan and mainland China, underscoring how a collapse in technology stocks in recent weeks has forced them to close out positions.Most Read from BloombergChip Stocks Post Biggest Advance Since April 2025: Markets WrapUS Strikes Iran Again as Conflict Spreads Across Middle EastBond Yields at 19-Year High Send Warsh Credibility WarningWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionMicrosoft’s $450 Billion
Asian stock markets rallied Friday, led by a record surge of almost 18 percent for Seoul as technology firms performed a blistering recovery from an extended sell-off.Asian were led higher by a tech rebound following four weeks of blood-letting fuelled by worries over the vast sums being invested in artificial intelligence.
(Bloomberg) -- South Korean stocks climbed Friday, rebounding from steep losses earlier this week, as major technology firms’ spending plans refueled optimism on the artificial intelligence trade.Most Read from BloombergChip Stocks Post Biggest Advance Since April 2025: Markets WrapUS Strikes Iran Again as Conflict Spreads Across Middle EastBond Yields at 19-Year High Send Warsh Credibility WarningWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionMicrosoft’s $450 Billion Jump Is Big
Most memory chipmakers extended Thursday’s gain after-hours as tech bigwigs flag continued rise in memory prices.
Earlier this month, Samsung Electronics and Broadcom signed a long-term memorandum of understanding worth more than US$200 billion to supply high‑bandwidth memory and manufacture Broadcom’s next‑generation AI accelerators on Samsung’s advanced process technologies through 2030. This multi‑year collaboration materially strengthens Broadcom’s AI chip supply chain and capacity planning, potentially reinforcing its role at the core of large‑scale AI data‑center infrastructure. Against this...
Samsung's memory-supply warning strengthened expectations that tight industry capacity could continue supporting chip prices.
Lam Research forecast quarterly revenue and earnings substantially above expectations as AI investment increased chip-equipment demand.
Investors were weighing a batch of Big Tech earnings reports and data that showed inflation softening in June. Microsoft advanced 16% after the software giant reported strong fiscal fourth-quarter results and said its capital expenditures guidance for the year remained the same, easing fears about overspending on artificial intelligence. Meta Platforms dropped 8% after the Facebook parent missed Wall Street’s second-quarter earnings target and failed to get investors to buy in on its AI spen
One rival's results rapidly changed the market's outlook.
Samsung's shares ended lower as investors questioned whether record memory margins and costly AI spending were sustainable.
Samsung just posted record-breaking financial results, yet the market responded with a historic selloff. The company reported revenue of 171.5 trillion Korean won ($117.5 billion) and an operating profit of 89.5 trillion won ($61.3 billion), hitting an all-time high operating margin of 52.2 percent. Investors ignored the numbers, sending Samsung’s stock down 13.4 percent on […]
Investors were weighing a batch of Big Tech earnings reports and data that showed inflation softening in June. Microsoft advanced 15% after the software giant reported strong fiscal fourth-quarter results and said its capital expenditures guidance for the year remained the same, easing fears about overspending on artificial intelligence. Meta Platforms dropped 9.2% after the Facebook parent missed Wall Street’s second-quarter earnings target and failed to get investors to buy in on its AI sp
The stock was the session’s leading performer in the and notched its largest daily percentage gain since Jan. 6. It’s likely Sandisk received a boost from Samsung Electronics ’ strong earnings and remarks suggesting memory supply shortages will last through 2028. Sandisk stock remains down 45% in July and is still on pace to log its worst monthly performance on record, according to Dow Jones Market Data.
Samsung Electronics is targeting a structural realignment in the AI semiconductor supply chain, positioning its foundry business as a vertically integrated alternative to TSMC’s dominance. The memorandum of understanding signed with Broadcom on July 25, 2026, at the AI Summit in San Francisco, carries an estimated value of more than $200 billion across memory and […]
Today, July 30, 2026, investors are pivoting back into technology despite GDP slowdown, with the Nasdaq climbing on broad semiconductor strength.
September S&P 500 E-Mini futures (ESU26) are up +0.48%, and September Nasdaq 100 E-Mini futures (NQU26) are up +1.02% this morning as investors cheered strong growth in Microsoft’s cloud business, signaling that massive investments in AI are beginning to pay off.
Samsung ticked all the boxes in its earnings—a 1,814% surge in operating profit, record revenue and remarks suggesting the memory shortage will last through 2028.
Publicis is pairing AI-powered marketing with strong client retention, growing free cash flow, and a major data acquisition. Despite outperforming peers, the shares still trade at a discount.
Chip stocks are rebounding on Thursday, with the exception of Qualcomm (QCOM), which provided profit guidance that disappointed Wall Street. BD8 Capital Partners CEO and CIO Barbara Doran and Yahoo Finance Technology Editor Dan Howley chat with Morning Brief host Julie Hyman about Qualcomm and the larger chip sector.
Memory stocks are surging across the board today, with some names posting gains that dwarf the broader tech rally. Here is what is pushing the entire sector into overdrive at once.
CPO switch production ramps up by Nvidia and Broadband Electronics360
LONDON, July 30, 2026--Omdia has raised its 2026 semiconductor revenue forecast to 94.1% year-over-year (YoY), driven by exceptional growth in DRAM and NAND as AI demand continues to outpace global supply. Memory ICs are now expected to account for more than 50% of total semiconductor revenue in 2026. AI demand has exceeded the industry’s current ability to produce and package chips, with bottlenecks across high bandwidth memory (HBM), advanced packaging, and node capacity expected to persist un
(Bloomberg) -- South Korean stocks dropped for a third day as Samsung Electronics Co. better-than-expected earnings failed to calm market jitters and the government announced additional measures to curb demand for leveraged exchange-traded funds. Most Read from BloombergStocks Fall as 30-Year Bond Yields Surge After Fed: Markets WrapTrump Says US Will Strike Iran Hard as War Escalates AgainWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionUS Intercepts Iran Attack on Bases, Puncturi
(Bloomberg) -- South Korean authorities’ emergency confab Wednesday evening underscored their urgency to rein in the stock market’s dizzying volatility and recover from July’s record 33% slide.Most Read from BloombergStocks Fall as 30-Year Bond Yields Surge After Fed: Markets WrapWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionTrump Says US Will Strike Iran Hard as War Escalates AgainUS Intercepts Iran Attack on Bases, Puncturing Days of CalmMeta’s Zuckerberg Defends AI Bets to Sk
South Korea's stock market crash is now its worst ever. The KOSPI lost over 33% in July, with support at 5,100 in focus.
Samsung Electronics Co. Ltd. (USOTC:SSNHZ) reported stronger-than-expected second-quarter earnings on Thursday, as surging demand for artificial intelligence memory chips helped lift profit and revenue to record levels despite ongoing weakness in parts of its consumer electronics business.
STORY: 2028... That's when Samsung says the chip shortage will extend until.The world's biggest memory chipmaker posted a 250-fold jump in chip profit for the second quarter...hitting $61.7 billion.The South Korean firm signed multi-year supply deals with the five biggest global data center operators, and says it's nearing five more.Samsung said almost all customers are now requesting multi-year contracts.But the chip boom hurt another part of the business — Samsung's mobile division posted its
Samsung ticked all the boxes in its earnings—a 1,814% surge in operating profit, record revenue and remarks suggesting the memory shortage will last through 2028.
The South Korean tech giant's memory chip division hit all-time highs on AI server demand, while elevated component costs pushed its mobile unit into the red
GlobalFoundries to receive $300m to advance US silicon photonics development New Electronics
Samsung said it expects the global chip shortage to persist through 2028, a bullish signal for memory producers.
That would be slower than the 70.7% surge in June, which was the biggest jump since 1978, but still the second-strongest annual growth rate in the current streak that started in June 2025. The export gains continue to be driven by chipmakers Samsung Electronics and SK Hynix, as memory chip prices climb amid a global surge in AI investment, analysts said. In the first 20 days of July, exports rose 52.3% from a year earlier, as semiconductor shipments jumped 180.6%.
Operating profit at Samsung’s semiconductor division rose to more than 220 times its year-earlier level. However, the company warned that memory chip shortages could worsen next year as AI infrastructure expands rapidly.View on euronews
(Bloomberg) -- Samsung Electronics Co.’s semiconductor arm reported a more than 250-fold jump in profit after AI’s reliance on memory delivered hefty margins. Most Read from BloombergStocks Fall as 30-Year Bond Yields Surge After Fed: Markets WrapWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionTrump Says US Will Strike Iran Hard as War Escalates AgainUS Intercepts Iran Attack on Bases, Puncturing Days of CalmApple Set to Make Big Smart Home Push With Siri AI at CenterThe unit, whi
Samsung's Q2 operating profit jumped 1,800% year over year as AI-driven memory chip demand pushed revenue to a record high.
(Bloomberg) -- South Korea’s stock market is displaying what would appear to be clear dip‑buying signs: July’s record 33% plunge that has left the benchmark Kospi at its cheapest valuation ever.Most Read from BloombergStocks Fall as 30-Year Bond Yields Surge After Fed: Markets WrapTrump Says US Will Strike Iran Hard as War Escalates AgainWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionUS Intercepts Iran Attack on Bases, Puncturing Days of CalmApple Set to Make Big Smart Home Push
Samsung Electronics Co.'s semiconductor arm reported a more than 250-fold jump in profit, with an operating income of 89.2 trillion won in the June quarter. Bloomberg's Anthony Stephens reports on the latest data.
Samsung Electronics Co. Ltd.‘s (OTC:SSNLF) shares rose on Thursday after the chipmaker posted a record second-quarter operating profit as surging artificial intelligence memory demand boosted its semiconductor business, though higher component costs weighed on earnings in its mobile division. Operating Profit Beat Estimates Operating profit climbed to a record 89.5 trillion KRW ($61.93 billion) for the second-quarter, beating the 88.13 trillion KRW ($60.98 billion) analysts’ forecast compiled by
European and US stock markets advanced Thursday as traders tracked major earnings and central bank updates, while oil prices retreated after recent volatility caused by the Middle East war.In Asia, South Korean stocks extended a painful retreat Thursday as a promising start gave way to more blood-letting in the tech field, while the rest of Asia was mixed.
Samsung Electronics on Thursday reported a more than 250-fold jump in chip profit and announced multi-year supply deals with major data centre operators, saying it expects global chip shortages to become more acute and extend into 2028. The bullish outlook from the world's largest memory chip maker nevertheless failed to ease investor concerns about technology firms' hefty AI infrastructure spending curbing growth. Samsung stock ended down 0.7% after rising as much as 8.4%, though it fared b
South Korean technology giant Samsung Electronics on Thursday reported a record operating profit of 89.5 trillion won ($62 billion) for the April-June period, a day after crosstown rival SK Hynix also reported record earnings, as the world’s two largest memory chipmakers continue to ride the global artificial intelligence boom. Despite their soaring profits, the companies’ shares have fallen sharply this week in South Korea’s volatile stock market, where retail investors often drive sharp swing
South Korean technology giant Samsung Electronics posted on Thursday a massive 19-fold jump in second-quarter operating profit from last year, buoyed by frenzied demand for memory chips used in AI data centres.SK hynix's second-quarter operating profit and revenue posted Wednesday came in below expectations, despite being massively higher than a year ago.
Researchers from Stanford University and Hanyang University published a technical paper titled “Bridging the p-type gap in oxide electronics with 2D semiconductors.” “The review assesses manufacturing-aligned pathways to high-performance 2D p-channel transistors, covering transfer-free low-temperature growth, clean van der Waals contacts, gentle p-doping, and mitigation of crystallization, volatility, and interdiffusion,” and also “a pragmatic outlook... » read more The post 2D P-Type Semiconduc
Investors have been burned by big drops in single-stock funds tied to Samsung and SK Hynix. Leveraged ETFs are popular in the U.S. too.
Investors in the South Korean stock market have experienced a rollercoaster-like ride in 2026. With the recent pullback and the fundamental story still intact, the index is poised to bounce.
A new Korean regulation could have unintended consequences for Micron investors.
Forced selling and concerns about AI-chip expectations intensified Samsung's decline during a record-setting South Korean market rout.
Chip Stocks Tumble as SK hynix Miss Overshadows AI Demand Strength
Scott Melker breaks down the growing divide on Wall Street over the CLARITY Act, as BlackRock (BLK), Fidelity (FIS), Goldman Sachs (GS), and SoFi (SOFI) publicly back the crypto market structure bill just one week before Congress heads into recess. Melker also discusses Morgan Stanley (MS) offering new ethereum (ETH-USD), Solana (SOL-USD) ETFs aunds, and what the latest developments mean for investors. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of
What started as a dip has morphed into a slump as ETFs and hedge funds dump assets to pay down debt.
SanDisk stock has crashed 47% in a month as an SK Hynix miss and a bearish chart pattern threaten to push SNDK below key support.
The AI buildout has resulted in an unanticipated casualty distant from Silicon Valley: telecom equipment manufacturers, who now compete with hyperscalers for the same memory chips. Three major companies, SK Hynix, Samsung, and Micron, control more than 95% of worldwide DRAM production, and as AI data centers use an increasing share of that output, memory […]
SK Hynix revenue for the quarter reached 79 trillion Korean won, well short of expectations of 84 trillion won, but up 257% on the year.
What started as a dip has morphed into a slump as ETFs and hedge funds dump assets to pay down debt.
SK Hynix revenue for the quarter reached 79 trillion Korean won, well short of expectations of 84 trillion won, but up 257% on the year.
Samsung Electronics stock has delivered a strong 204.8% gain over the past three years, yet the broader valuation checks still indicate the shares screen as undervalued. That combination of robust returns and a high value score puts the current price in focus for investors trying to judge what they are paying for future cash flows. The 204.8% return over three years highlights how strongly Samsung Electronics has rewarded long term shareholders, which naturally raises the bar for what now...
A number of semiconductor stocks continued to pull back amid a broad global sell-off, fueled by concerns over increased competition from China and growing doubts about the sustainability of AI-related demand.
Investors braced for a Fed decision, a flood of earnings, and a potential reescalation in the war with Iran.
(Bloomberg) -- South Korea’s stock selloff deepened as SK Hynix Inc.’s earnings disappointed, worsening the already‑jittery sentiment around artificial intelligenceMost Read from BloombergNvidia’s $750 Billion in Deals Reignite Circular AI FearsChip Rout Deepens on Circular Funding, China Competition FearsApple Set to Make Big Smart Home Push With Siri AI at CenterCitadel Securities Sees Warsh Delivering Surprise Fed HikeUEFA Considering Boycott of FIFA Tournaments in Brewing FeudThe benchmark K
The latest selloff extends a sharp decline in memory chip stocks that began late last month.
Global stock markets largely retreated Wednesday, with South Korea's index suffering one of its steepest plunges as investors further unwound bets on the AI boom."Futures markets indicate a downbeat start for the Nasdaq (on Wall Street) while it's been another turbulent ride for South Korea's Kospi."
Asian shares were mixed while South Korea’s Kospi stock index dropped 6% Wednesday as doubts over massive investments in artificial intelligence once again led investors to dump chipmakers' shares. The latest rout in Seoul was led by a plunge in shares in chipmaker SK Hynix after its operating profit in the last quarter fell short of analysts’ forecasts even though it soared nearly sixfold. SK Hynix sank 9.4% while shares in Samsung Electronics dropped 4.8%.
(Bloomberg) -- SK Hynix Inc.'s quarterly profit rose a smaller-than expected 557%, adding to heightened fears that an AI boom that has propelled the semiconductor industry may be decelerating. Most Read from BloombergChip Rout Deepens on Circular Funding, China Competition FearsNvidia's $750 Billion in Deals Reignite Circular AI FearsApple Set to Make Big Smart Home Push With Siri AI at CenterCitadel Securities Sees Warsh Delivering Surprise Fed HikeSpaceX Rebounds After Briefly Plunging 20% Bel
SK Hynix revenue for the quarter reached 79 trillion Korean won, well short of expectations of 84 trillion won, but up 257% on the year.
SK Hynix, one the world’s largest memory chip makers, is expected to post record sales numbers. What it means for the slumping stock.
Qualcomm Incorporated (NASDAQ:QCOM) is entering a new phase of growth as two major catalysts—the expansion of its Samsung partnership and its push into AI infrastructure— begin reshaping the company’s long-term outlook. Samsung Partnership Strengthens Premium Smartphone Leadership Its expanded collaboration with Samsung paves the way for Snapdragon platforms to power Samsung’s latest Galaxy smartphones, smart […]
At one South Korean vocational high school, 96.4% of graduates land jobs—with many headed to Samsung and earning six-figure paychecks without degrees.
Chip stocks around the world sold off sharply, the latest chapter in the monthslong jitters surrounding artificial intelligence, memory and chip stocks.
The two memory-chip leaders helped pull South Korea's KOSPI down 10.8% during Tuesday's regional semiconductor rout.
Well-received earnings from Unilever, Croda and GSK spurred gains on the blue-chip FTSE 100.
The world’s hottest major index dived almost 11% as fears about cheap Chinese chip competition bled into international markets after ravaging U.S. tech stocks.
(Bloomberg) -- The slide in the Asian tech stocks pushed the benchmark for emerging markets to the lowest in three months, though the pullback in oil prices helped shield European bourses and currencies from the selloff.Most Read from BloombergNvidia’s $750 Billion in Deals Reignite Circular AI FearsDeepSeek Suspends Fundraising After Viral US-China PostsS&P 500 Wobbles as AI Angst Offsets Oil Decline: Markets WrapCitadel Securities Sees Warsh Delivering Surprise Fed Rate HikeASML Slides on Repo
Stock futures slipped as a slump in chip stocks broadened.
Tech stocks looked set to drop again on Tuesday as investors continued to ditch chip makers, which got hammered the previous session due to concerns about fierce competition from China. Nasdaq 100 futures declined 0.
South Korean stocks got hammered on Tuesday, and that's a major worry for Wall Street. The country's flagship Kospi index plunged more than 10%, dragged down by slumps in the shares of memory-chip makers SK Hynix and Samsung.
The world’s hottest major index dived almost 11% as fears about cheap Chinese chip competition bled into international markets after ravaging U.S. tech stocks.
Samsung and Broadcom (NasdaqGS:AVGO) agreed a more than US$200b AI semiconductor deal running through 2030. The agreement focuses on next generation AI infrastructure, advanced memory and high performance computing chips. The multi year supply and co development deal deepens Broadcom's role in core AI hardware across data centers and related infrastructure. Broadcom sits at the intersection of networking, custom silicon and specialized chips that support data centers and cloud...
South Korea's KOSPI just suffered a historic overnight collapse, dragging Samsung and SK Hynix down double digits and sending shockwaves straight into US chip stocks before Tuesday's open. Whether this sparks another brutal Nasdaq sell-off depends on one critical signal forming in premarket right now.
South Korea's Kospi fell 10% and Nasdaq-100 futures dropped more than 1% as semiconductor names slid for a fourth session
Samsung, SK Hynix, and Kioxia got destroyed overnight in Asia, and the shockwave hit US memory and storage stocks hard in premarket trading Tuesday. Three overlapping catalysts are forcing traders to rethink whether the AI memory trade was built on shakier ground than anyone admitted.
Tech stocks looked set to drop again on Tuesday as investors continued to ditch chip makers, which got hammered the previous session due to concerns about fierce competition from China. Nasdaq 100 futures declined 0.
Concerns about the AI boom's sustainability offset the market impact of falling oil prices and earnings optimism.
The boom-and-bust memory cycles of the past few years may be over.
Global tech stocks have plunged after China achieved a breakthrough in developing technology crucial to the AI boom.
Investor jitters over how long the artificial intelligence spending boom will last and concern over Chinese competition in chipmaking sent technology shares plunging Tuesday."The first leg of the artificial-intelligence boom was financed with cash, confidence and some of the strongest balance sheets in corporate America," wrote Stephen Innes at SPI Asset Management.
The Direxion Daily South Korea Bull 3X Shares is declining amid a sharp selloff in chip stocks globally, including in South Korea.
Wall Street is mixed in early trading Tuesday with chipmakers getting hit again after a huge sell-off in South Korea. Shares in chipmaker Samsung Electronics sank 13.4% while those of SK Hynix tumbled 14.7%. On Monday, SK Hynix’s U.S.-traded shares fell to below the $149 initial public offering, or IPO, price for its Wall Street debut earlier this month, closing at $143 a share.
SK Hynix fell 13% as Nvidia's OpenAI bet, China's CXMT listing, and AI capex doubts hit chip stocks with more volatility.
South Korea's Kospi index plunged more than 10% on Tuesday morning as chipmaking stocks came under heavy selling amid renewed concerns over whether the artificial intelligence boom can be sustained.View on euronews
(Bloomberg) -- South Korean stocks plunged, dragged by the nation’s memory chipmaking powerhouses as investor sentiment continues to worsen on the artificial intelligence boom.Most Read from BloombergNvidia’s $750 Billion in Deals Reignite Circular AI FearsDeepSeek Suspends Fundraising After Viral US-China PostsS&P 500 Wobbles as AI Angst Offsets Oil Decline: Markets WrapChina Chipmaker CXMT Jumps 466% in Debut After Blockbuster IPOASML Slides on Report of China Starting DUV Tool ProductionThe b
KOSPI dives 8% as the AI chip selloff spreads to Asia a day before SK Hynix earnings and Big Tech reports.
Asian semiconductor stocks tumbled on Tuesday, with South Korea leading the regional selloff, as investors questioned lofty valuations amid concerns over AI infrastructure financing and intensifying competition from China. Shares in memory-chip giant Samsung Electronics closed 13.4% lower, notching their worst one-day fall in almost two decades, while SK Hynix dropped 14.7%, amplifying the Seoul market rout. Together, the two companies account for nearly half of the benchmark KOSPI index, whic
South Korea's top financial regulator said on Tuesday that authorities would consider a cap on single-stock leveraged exchange-traded funds (ETF) investments for retail investors if needed, local media reports said. Lee Eog-weon, chairman of the Financial Services Commission, told a meeting with local brokerages and asset managers in Seoul that the regulator would review and prepare additional measures to curb the demand for the ETF products, such as putting a cap on total value of invest
(Bloomberg) -- A $470 billion rout in just a little over a month has flipped SK Hynix Inc. from one of the world’s hottest AI trades to one of the biggest portfolio question marks.Most Read from BloombergNvidia’s $750 Billion in Deals Reignite Circular AI FearsDeepSeek Suspends Fundraising After Viral US-China PostsS&P 500 Wobbles as AI Angst Offsets Oil Decline: Markets WrapChina Chipmaker CXMT Jumps 466% in Debut After Blockbuster IPOASML Slides on Report of China Starting DUV Tool ProductionS
Korean stocks have been wildly volatile in recent months–and leveraged ETFs deserve some of the blame. SK Hynix and Samsung have emerged as major beneficiaries of the AI-driven memory chip shortage, leading to meteoric rises. Korean regulators approved single-stock leveraged ETFs for SK Hynix and Samsung after seeing the success of similar products on Hong Kong and U.S. exchanges.
Wedbush expects stronger CPU and GPU revenue as new AI partnerships support demand.
Even after rebounding the past week, the Kospi index is down 25.9% from its record close on June 22.
China's biggest memory chipmaker, ChangXin Memory Technologies (CXMT), is surging in its IPO on the Shanghai Stock Exchange. Yahoo Finance Technology Editor Dan Howley explains what investors should know about emerging Chinese competition in the tech space.
Samsung's $200 Billion Deal Gives Broadcom Stock a Powerful AI Boost
Broadcom will receive the bulk of its memory needs from Samsung through 2030, according to J.P. Morgan.
Editor’s Note: This story has been corrected to remove an inaccurate company reference. High-bandwidth memory — the specialized chips powering Nvidia Corp.’s latest AI accelerators — appears set to remain dominated by established leaders such as Micron Technology Inc. (NASDAQ:MU), SK Hynix Inc. (NASDAQ:SKHY) and Samsung Electronics Co. Ltd. (NYSE:SSNLF) for years. China, however, is making rapid progress in commodity DRAM and NAND. That’s according to Counterpoint Research analyst MS Hwang, who
NEW YORK, July 27, 2026--Tema ETFs ("Tema"), a leader in institutional-quality and actively managed exchange-traded funds, today announced that ChangXin Memory Technologies (CXMT) has been added to the Tema Memory ETF (DISK) as a top holding with 10.56% portfolio weight. Added on the morning of CXMT’s IPO, the position gives DISK the highest exposure to CXMT of any U.S.-listed ETF.1
Broadcom will receive the bulk of its memory needs from Samsung through 2030, according to J.P. Morgan.
(Bloomberg) -- China’s biggest IPO in more than a decade became the first major Asian test for crypto’s emerging pre-IPO futures — and the blockchain market largely delivered.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysChina Chipmaker CXMT Jumps 466% in Debut After Blockbuster IPOStocks, Bonds Rise in Relief Rally as Oil Tumbles: Markets Wrap
The collaboration aims to accelerate development and supply of semiconductor solutions required for next-generation AI infrastructure.
Sometimes three’s a crowd. But when it comes to the memory boom there’s room, and plenty of demand, for more chip makers.
SK hynix (NASDAQ:SKHY) shares jumped 6. 2% in pre-market trading to $164.
(Bloomberg) -- China’s memory-chip bellwether CXMT Corp. can extend its blockbuster stock market debut to rally 1,239% from its initial public offering price as it wins market share over time, according to Nomura Holdings Inc.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksTrump Seethes as Iran War Spirals Anew With No End in SightAwakened Indian
Investing.com -- Bernstein has reiterated its bullish stance on memory chipmakers following a wave of multibillion-dollar partnerships announced at an AI Summit hosted by the South Korean government in San Francisco on Friday, where Samsung, SK Hynix, Nvidia and Broadcom unveiled new agreements spanning memory, foundry and AI data centers.
Sometimes three’s a crowd. But when it comes to the memory boom there’s room, and plenty of demand, for more chip makers.
Shares of CXMT, China's largest memory chipmaker, soared on Monday after they began trading in Shanghai in mainland China’s biggest initial public stock offering in recent years.View on euronews
SK Hynix and Samsung signed $950 billion in AI chip deals with Nvidia and Broadcom, yet both stocks fell Monday as investors booked profits.
Shares of CXMT, China's largest memory chipmaker, shot skyward Monday as they began trading in Shanghai in mainland China’s biggest initial public stock offering in recent years. CXMT's shares surged 466% in their first day of trading. The company has become the most valuable one listed on a mainland Chinese exchange, with an estimated market capitalization of about 3.3 trillion yuan (more than $487 billion).
Iran and Oman are also in talks that center around having Iran run vessel transit through the Strait of Hormuz with fewer restrictions on ships.
China's leading memory chipmaker CXMT became the most valuable company in the mainland after soaring more than 500 percent on its market debut Monday, underscoring how AI demand is boosting the semiconductor sector.The firm's shares rocketed 530 percent Monday, taking its market capitalisation to 3.65 trillion yuan ($540 billion) -- surpassing megabank ICBC as mainland China's most valuable company.
Arm now leads x86 in AI servers and collects royalties from every chipmaker, including the ones it competes with.
(Bloomberg) -- Samsung Electronics Co. won a contract worth more than $200 billion to make chips for Broadcom Inc., as the companies race to win a larger share of the AI infrastructure market.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueTrump Seethes as Iran War Spirals Ane
Investing.com - South Korean memory chipmakers are facing unjustified stock pullbacks over unfounded fears of a cyclical downturn, as supply chains remain severely tight and artificial intelligence infrastructure drives unprecedented demand, according to a report by Citi Research.
(Bloomberg) -- Nvidia Corp. will invest $1 billion in Naver Corp. to help finance an AI data center under construction in South Korea, adding to a frenzy of deals by the world’s most valuable company.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump Rebuilds Tariffs With New Levies on 60 EconomiesSpaceX Turns Away Falcon Customers i
Beyond HBM: Samsung Targets the Next AI Battleground with Advanced Packaging and CPO semivision
Micron, AMD and memory names fall as risk appetite weakens
Chip stocks tumbled as investors cut risk amid Middle East tensions and ahead of CXMT's July 27 market debut.
Next week's earnings from Apple (AAPL), Meta (META), Amazon (AMZN) and Microsoft (MSFT) could set the tone for the broader market, making it one of the most consequential weeks of the summer. Robinhood (HOOD) chief investment officer Stephanie Guild and Miller Tabak managing director and equity strategist Matt Maley join Yahoo Finance Executive Editor Brian Sozzi on Opening Bid to discuss what investors should watch and why these reports could have an outsized impact on market sentiment.
$3.5 billion of minimum contracted revenue from 82 vessel pro-forma fleet 16-shuttle tanker fleet making TEN one of the largest shuttle tanker owners in the world ATHENS, Greece, July 24, 2026 (GLOBE NEWSWIRE) -- TEN, Ltd (NYSE: TEN) today announced the delivery and naming of DP2 suezmax shuttle tanker “Anfield DP” from Samsung Heavy Industries Co., Ltd (“Samsung”) in South Korea, the third in a series of 12 DP2 shuttle tankers under construction at Samsung. The vessel will commence a 10-year em
(Bloomberg) -- South Korean stocks fell as funds cut exposure to chipmakers after overnight losses in US peers, while factoring in a Chinese rival’s imminent share sale and rising Middle East tensions. Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandAlphabet Falls as $205 Billion Spending Plan Fuels AI Cost FearTrump Rebuilds Tariffs Wi
Futures rose as oil prices fell following huge gains. Intel climbed on earnings after Google and Tesla dived.
Intel bumped its 2026 capex forecast by $2 billion and said it plans to tap capital markets for additional funds.
Memory stocks were the hottest trade of 2026 until they weren't. In the span of a few weeks, one of the market's best-performing sectors flipped into a bear market. Micron (MU), Samsung, and SK Hynix (SKHY) all fell more than 20% from their late-June highs, and the Roundhill Memory ETF went ...
Beyond HBM: Samsung Targets the Next AI Battleground with Advanced Packaging and CPO semivision
The different price action between artificial-intelligence hyperscalers and chip and infrastructure stocks is a throwback to a setup in the late 1990s, argues JPMorgan.
The AI data center build-out has transformed the market for high-bandwidth memory.
The region powered gains in VXUS this year.
European shares mostly fell and Asian shares advanced on Thursday, while the intensifying war with Iran pushed Brent crude to over $98 a barrel. Asian shares mostly rose, led by South Korea’s Kospi, which gained 4.4% to 7,096.89. Investors’ appetite for stocks related to artificial intelligence revived despite a retreat on Wall Street, as Samsung Electronics gained 3.7%.
Micron Technology, SK Hynix, and Samsung hit $1 trillion or more in market cap this year due to surging demand for memory chips.
Samsung Electronics has tapped former Hyundai Motor Co. Ltd. robotics executive Lee Dongkun to help turn humanoid robots and physical AI into a major growth business, placing its newly created robotics division directly under the company’s chief executive. Former Hyundai...
Preorder the Samsung Galaxy Z Fold8, Galaxy Z Fold8 Ultra, Galaxy Watch Ultra 2 and Galaxy Watch9 on Verizon starting July 22 with flexible, hassle-free dealsWhat you need to know: Preorder the Galaxy Z8 series at Verizon: Switch to Verizon’s Simplicity Plan and get the new Samsung Galaxy Z Fold8 with no trade-in required.Get the ultimate Samsung bundle: Buy a new Samsung phone or bring your own and get a Galaxy Watch9 and Galaxy Tab S10 FE on us.No more activation or upgrade fees: All postpaid
Samsung Electronics on Wednesday unveiled a passport-sized foldable phone and raised prices of two updated foldable models, as it grapples with rising memory chip prices while bracing for a new threat from Apple in the niche but growing segment. The South Korean technology company pioneered foldable smartphones but its dominance is set to be challenged by Apple which analysts expect this year to launch a foldable phone with a screen similar in size to an iPad mini. "Strategically, this is o
Samsung restructures its US consumer electronics division and moves its HQ to Texas to accelerate semiconductor and AI growth.
South Korea's Samsung is in talks to invest hundreds of millions of euros in the AI start-up Mistral, as part of a fundraising round that could value the group at roughly €20 billion ($22.81 billion), Financial Times reported on Wednesday, citing sources. Samsung could invest about €1 billion in the new round, the report said, adding that Swedish investor EQT’s Scaleup Europe Fund is in talks to back the fundraising round. In April, Samsung said it would considerinvestment and acquisitions
(Bloomberg) -- South Korea’s risk-loving retail investors are flocking to a leveraged instrument that has inflicted severe losses in the past, adding to concerns about abrupt unwinding of wagers as the stock market gyrates.Most Read from BloombergApple to Launch ‘Upgrade’ Device Leasing Program With Klarna to Spur SalesTrump Sets 100% Tariff on Generic Drugs With Two-Year DelayTrump Extends Pardons to Companies, Echoing a 17th Century KingSpaceX Set to Unlock $116 Billion in Shares After IPO Res
Taiwan and South Korea ETFs EWT and EWY have surged over 50% and 70% in 2026, fueled by AI-driven gains in TSMC, MediaTek, SK hynix, and Samsung amid the memory chip shortage.
Researchers from imec, KU Leuven, Samsung Electronics, and Lam Research published a technical paper titled “Optimization of 3D-DRAM Architecture with Oxide-Semiconductor Channel through Process and Device Simulation.” Abstract Excerpt: “We investigate a monolithically stackable OSC-based 3D-DRAM cell using an integrated framework combining process emulation, TCAD device simulation, parasitic extraction, and analytical modeling.” Find the technical... » read more The post Monolithic 3D-DRAM with
New robotics hubs, leadership hires and analyst optimism highlight Samsung's expanding AI-driven robotics strategy.
Investing.com -- Global chip stocks staged a meaningful rebound on Tuesday, building on Monday’s recovery from last week’s broad selloff in the sector.
The card will be available as a virtual option and as a metal physical card featuring a black Samsung logo.
South Korea's president urged financial watchdogs to take "necessary measures" over new highly speculative investment products tied to the fortunes of the nation's AI chipmakers after share price declines left investors nursing losses.The aggressive investment products are tailored to pay out twice the profits of a single stock but also twice the losses, and have been criticised for exposing retail investors to market hype and volatility.
US stocks (^DJI, ^IXIC, ^GSPC) are mixed ahead of Monday's close as investors await the release of second quarter earnings from Alphabet (GOOG, GOOGL), Tesla (TSLA), Intel (INTC), and IBM (IBM) throughout this week. Tematica Research CIO Chris Versace comes on Market Domination to comment on how markets may end up reacting to AI spending forecasts outlined in these upcoming earnings.
Samsung and SK Hynix's dominance, leveraged ETFs, and retail buying drive sharp swings in South Korea's stock market.
Memory stocks are staging a sharp Monday afternoon reversal after weeks of brutal selling across the chip complex, but the real question is whether today's bounce signals a genuine floor or just a brief pause before the next leg down.
The unwind in artificial intelligence and momentum stocks is entering its maturing stage and should not trigger prolonged market weakness, according to JP Morgan. The bank's equity strategists, led by Mislav Matejka, noted a challenging few weeks for AI-linked groups, with Korea's market down...
The U.K. startup, now valued at $2.6 billion, is directing 80% of its near-term research toward semiconductor materials
Investing.com -- The release of Kimi K3 by Chinese startup Moonshot AI has rattled markets and reignited comparisons to last year's DeepSeek moment, but beneath the surface volatility, the model's technical characteristics point to memory chip makers as a clear winner, according to Bloomberg.
The move could set the stage for another round of the recent yo-yo trade, with weakness in Korean chip stocks spilling over to U.S. semiconductor names and vice versa.
KOSPI dropped 4.52% intraday on July 20 as chip stock fears and US-Iran tension pushed the index into a technical bear market.
The fundamentals say boom. The stock price says the boom is ending. One of them is wrong.
Despite churning out incredible numbers, semiconductor stocks still seem to somehow “miss expectations.” The team digs into Wall Street's expectations game.
(Bloomberg) -- For fund managers in London, New York and Tokyo, a new ritual has emerged before trading gets underway: checking South Korean stocks.Most Read from BloombergFCC Near Rulings Against Disney Over ‘The View,’ TV LicensesTaylor Farms Pulls Mexican Lettuce as Parasite Cases RiseThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz LegacyChip Stocks Slide Into Bear Market in AI Unwind: Markets WrapTwo US Troops Killed, One Missing After Iran Strikes NeighborsOnce a periphe
Investing.com -- South Korea’s $4 trillion equity market has become an important early indicator of global risk appetite, as swings in Samsung Electronics Co Ltd (KS:005930) and SK Hynix Inc (KS:000660) spread across semiconductor and artificial intelligence stocks, Bloomberg reported.
(Bloomberg) -- ASML Holding NV will give employees globally a one-time €20,000 ($22,862) bonus, joining other firms in the chip industry to offer payouts as artificial intelligence demand fuels record sales. Most Read from BloombergFCC Near Rulings Against Disney Over ‘The View,’ TV LicensesChip Stocks Poised for Bear Market in AI Unwind: Markets WrapGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsChina’s Moonshot Unveils AI Model That Narrows Gap With US FirmsThailand Scraps P
Global smartphone shipments just hit their worst levels in over a decade, and Apple is caught in the middle of a costly AI arms race that threatens the product responsible for more than half its revenue.
Chip selloff gains steam in Korea, raising questions about the U.S. market.
Extreme volatility in South Korea’s world-beating stock market is alarming policymakers, who fear trading is being driven more by leverage than...
Vector Photonics presents new laser packaging programme to support PCSEL adoption New Electronics
The S&P 500 Index ($SPX ) (SPY ) on Thursday closed down -0.51%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.20%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -1.62%. September E-mini S&P futures (ESU26 ) fell -0.50%, and September E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is down -0.14%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.21%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.96%. September E-mini S&P futures (ESU26 ) are down -0.18%, and September E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is down -0.46%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.28%. September E-mini S&P futures (ESU26 ) are down -0.40%, and September E-mini Nasdaq futures...
The $1 trillion memory maker's ADRs just recently IPO'd in the U.S.
Whipsaw moves in chip stocks are front and center again this afternoon, with AI stocks sliding.
(Bloomberg) -- ASML Holding NV plans to raise prices for its chipmaking equipment, setting up a potential clash with its biggest customer Taiwan Semiconductor Manufacturing Co., according to a report in the Information citing people familiar with the matter.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsOpenAI’s First Device Will Be Movable, Screenless Speaker Built as AI CompanionCIA Says AI Drones Give Russian Troops Only 30 Minutes to LiveBeckham’s IM8
Micron stock is down 20% over the past month and there are a few factors hitting the memory-chip company.
Exchange-traded funds have been a fixture of financial markets since the 1990s as a popular low-cost way for investors to buy baskets of stocks and trade them like shares on a brokerage account. Leveraged ETFs, which promise to multiply the daily returns of their targets, have been around for two decades and are now exploding in popularity, particularly around the AI theme and some of the companies at the forefront of hardware sales. Single-stock leveraged ETFs, which launched in the U.S. in
China's ChangXin Memory Technologies (CXMT) expects to raise at least $8.6 billion in an initial public offering (IPO) on Shanghai's STAR Market in what would be Asia's largest share sale so far this year. CXMT is China's leading manufacturer of dynamic random-access memory (DRAM) chips, ...
South Korea's top financial regulator will announce new measures on single-stock leveraged exchange-traded funds soon, its chief said on Thursday, amid worries about the effects of such instruments on financial market stability. The Financial Services Commission will "closely inspect and review improvement measures" on the ETFs soon, Chairman Lee Eog-weon said in a radio interview on Thursday, when asked how the product affected the high volatility of South Korea's stock market. In a separa
SK Hynix shares dropped 10.95% in Seoul as the KOSPI triggered its 37th sidecar of 2026 during a chip stock selloff.
South Korea's central bank hikes rates to 2.75% to fight 3.2% inflation, pressuring the won, stocks, and crypto.
ASML's Q2 results showed strong revenue growth, expanding margins, and raised guidance, prompting analyst price target increases, though geopolitical risks and valuation remain concerns.
(Bloomberg) -- Global investors largely shut out of China’s biggest IPO in nearly four years are looking at creative proxy trades as a way to profit from the country’s fast-rising memory-chip leader. Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsOpenAI’s First Device Will Be Movable, Screenless Speaker Built as AI CompanionTrump Drops 20% Fee for Hormuz Cargo After Gulf PressureUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeA Cocaine Bust
TSMC, the world's main producer of advanced AI chips and a major supplier to Nvidia, pledged on Thursday to invest a further $100 billion in the U.S. state of Arizona and said AI-driven demand will remain strong up to 2030. Reinforcing its bullish viewpoint on demand, Taiwan Semiconductor Manufacturing Co raised its forecast for capital spending by up to 14% for this year. "Our customers and customers' customers, who are mainly the cloud service providers, continue to provide us with their
Trade.xyz launches a CXMT perpetual futures contract as China's chipmaker prepares its Shanghai IPO.
Best Buy Co Inc (NYSE:BBY)'s early bet on RGB TV is starting to pay off, Jefferies says, pointing to rising site traffic and social media buzz as signs the retailer is building consumer awareness of the emerging technology. Jefferies analysts flagged that Best Buy holds exclusive rights to...
Micron stock has surged over the past year but Chinese memory-chip makers could pose the biggest threat.
Chinese chipmaker ChangXin Memory Technologies (CXMT) is preparing for an IPO. Scott Melker explains how the crypto market is already offering pre-IPO trading. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.
Scott Melker discusses the latest crypto-related headlines, including Stripe's offer to buy PayPal PYPL (PYPL) and Michael Saylor's Strategy (MSTR) selling $467 million worth of its own shares to raise more capital. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.
Scott Melker discusses how Stripe and Advent have put in a $53 billion takeover bid for PayPal (PYPL), sending the payment platform's stock soaring on this news. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.
Micron stock has surged over the past year but Chinese memory-chip makers could pose the biggest threat.
New Delhi announced a $6.5 billion smartphone manufacturing program and a $13.3 billion semiconductor push to deepen India's electronics supply chain.
Investing.com -- KB Securities told investors in a note Wednesday that the recent selloff in one key memory stock presents a long-term buying opportunity, arguing that the decline reflects weakening investor sentiment rather than any deterioration in underlying fundamentals.
Micron stock has surged over the past year but Chinese memory-chip makers could pose the biggest threat.
Are we in an AI bubble or the next industrial revolution? Host Kenny Polcari discusses tech valuations, the likelihood of Fed rate cuts, and the path to S&P 8,000 with Opening Bell Media CEO Phil Rosen and StockBrokers.com Director of Investor Research Jessica Inskip.
Chinese investors seeking shares in CXMT's $8.6 billion IPO are betting the Chinese chipmaker's valuation will soar as much as 10-fold after its Shanghai debut on the back of an AI-led upcycle and Beijing's ambition to be technologically self-sufficient. The share offering by CXMT, or ChangXin Memory Technologies, will be Asia's biggest share sale so far this year. Wu Zhou, a fund manager at Shenzhen Deyuan Investment, said he will bid for new CXMT shares, betting that China's top memory chip
STORY: ASML raised its 2026 financial forecasts on Wednesday after better-than-expected Q2 earnings. The world's biggest supplier of computer chip manufacturing equipment also said it would increase capacity as AI demand boosts revenue. ASML now expects this year's net revenue to reach up to $51 billion, a 16% forecast increase.And Q2 revenue hit over $10.6 billion which topped analyst estimates. With one calling the earnings “blowout results across the board.”The Dutch company is the world's on
Technology stocks are leading markets worldwide on Wednesday as winners of the artificial-intelligence boom gather more strength following several shaky weeks. The gains came even though oil prices remain near their highest levels in a month because of the war with Iran. Its market is dominated by two huge tech companies, Samsung Electronics and SK Hynix, and the index has already had drops of 8.9%, 7.9% and 5.3% so far this month.
Samsung Electronics stock has delivered a very large 318.0% return over the past year, yet the valuation checks still lean cheap. This sets up a clear tension between the recent share price surge and what the broader metrics suggest about value. Over the last 12 months, Samsung Electronics has returned 318.0%, which puts extra focus on whether that move is fully backed by fundamentals or has run ahead of them. The settlement of the Wi-Fi patent dispute through Samsung Electronics joining the...
UMC shipping Sipho wafers Electronics Weekly
The gains come after weeks of volatility due to shifting views on memory durability and the recent escalation in the U.S.-Iran war.
(Bloomberg) -- South Korea’s AI-fueled stock boom is turning into a cautionary tale of what happens when leverage becomes a more powerful market force than the fundamentals.Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeTrump Shelves 20% Fee for Hormuz Cargo After Gulf Pressure‘We Faltered’: IBM Plunges Most Since at Least 1968 on MissA Cocaine Bust in Spain Leads All the Way to Wall StreetUS CPI Falls for the First Time Since 2020, Core Gauge FlatSK Hyni
Apple has bucked the Q2 smartphone shipment downtrend. Where does the stock stand before earnings?
The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed up +0.38%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.02%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +1.10%. September E-mini S&P futures (ESU26 ) rose +0.35%, and September E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is up +0.38%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.07%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.97%. September E-mini S&P futures (ESU26 ) are up +0.30%, and September E-mini Nasdaq futures...
SK Hynix Wipes Out Massive Intraday Losses in Dramatic Reversal
AI-driven chip volatility whipsawed SK Hynix as leveraged trading and earnings concerns rattled investors.
Micron Technology, Inc. (NASDAQ:MU) is among the Ray Dalio Stock Portfolio. On July 8, Barron’s reported that Micron Technology, Inc. (NASDAQ:MU) rebounded after entering a technical bear market, rising 0.3% on Wednesday after sliding 4.7% a day earlier. Barron’s said the prior decline left the stock more than 20% below its recent closing high. The report said investors […]
The S&P 500 Index ($SPX ) (SPY ) today is up +0.30%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.60%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.97%. September E-mini S&P futures (ESU26 ) are up +0.28%, and September E-mini Nasdaq futures...
Retail-focused leveraged chip ETFs lost billions in value as forced rebalancing intensified South Korea's semiconductor stock decline.
GraniteShares founder & CEO Will Rhind joins Josh Lipton on Market Domination Overtime to discuss the firm's new SK Hynix (000660.KS) ETFs, which give investors new leveraged ways to gain exposure to the AI memory chip giant.
Buying individual shares isn't the only way to gain exposure to South Korea's most important AI chip stocks.
Apple Defies China's Smartphone Slump With Strong Premium Growth
An AI bubble scare is cracking AI memory stocks, yet big money keeps quietly buying the dip. Is the rally over, or just resetting?
New commitment brings total PIPE financing to $123 million as Forge Nano continues its path towards its NASDAQ listingAll $23 million of new PIPE commitments priced at $10.00 per shareSamsung SDI commits $20 million to Forge Nano, including $10 million in Forge Nano's PIPE financingForge Nano successfully closes its Series D at $97 million, rounding out its pre-IPO capital formationForge Nano's public listing would deliver over $367 million in pro forma cash, assuming no redemptions - combining
Chip stocks have shed $2.7 trillion since late June, yet Wall Street still sees industry profits reaching roughly $700 billion in 2027.
Samsung Electronics joined the Sisvel Wi-Fi Multimode patent pool as both licensee and licensor. The move ends litigation between Samsung Electronics and Sisvel related to Wi-Fi patents. The agreement expands access and coverage for essential Wi-Fi 6 and Wi-Fi 7 patents involving Samsung Electronics. Samsung Electronics (KOSE:A005930) is adding a fresh chapter to its intellectual property strategy by stepping into the Sisvel Wi-Fi Multimode pool on both sides of the table. The stock last...
(Bloomberg) -- A new breed of leveraged products tracking major South Korean chip stocks are tumbling in value, threatening steep losses for the country’s retail investors who favor the tools to pursue amplified returns. Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Trump Embraces Australian Retirement System Backed by Larry FinkOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Fight With AppleHor
(Bloomberg) -- Huawei Technologies Co. and Apple Inc. extended their lead atop China’s smartphone market in the June quarter, expanding their shipments as consumers opted to either buy premium devices or skip upgrades, according to IDC.Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Trump Embraces Australian Retirement System Backed by Larry FinkOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Figh
Apple stock hit a record as an AI-driven memory crisis split the smartphone market and crushed budget Android.
The U.S. struck targets in Iran again on Monday night, with President Donald Trump saying a deal could still be struck.
Even though Samsung has held preliminary talks with banks, the company hasn’t made a final decision on whether to proceed, according to Bloomberg.
TSMC, the world's largest manufacturer of advanced AI chips, will likely notch a fifth consecutive quarter of record earnings, driven by booming AI infrastructure spending. Analysts say demand for Taiwan Semiconductor Manufacturing Co's (TSMC) 3-nanometre and 2-nanometre process technologies for AI chips, as well as for its advanced chip packaging technology, CoWoS, remains strong. Its market capitalisation is now nearly double that of South Korean rival Samsung Electronics at around $1.97 t
Crude oil prices are on the move higher again, putting pressure on equities and precious metals. Treasuries are also modestly lower, while the dollar is flat.
The S&P 500 Index ($SPX ) (SPY ) on Monday closed down -0.79%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.26%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -1.88%. September E-mini S&P futures (ESU26 ) fell -0.79%, and September E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is down -0.33%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.16%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.12%. September E-mini S&P futures (ESU26 ) are down -0.33%, and September E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is down -0.31%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.16%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.51%. September E-mini S&P futures (ESU26 ) are down -0.29%, and September E-mini Nasdaq futures...
SK Hynix the South Korean memory-chip maker, began trading on the on Friday after raising $26.5 billion in the largest ever share sale completed by a foreign company in the U.S. Shares opened 14% above their offering price as American investors rushed to purchase stakes in a firm at the heart of the global AI memory supercycle. SK Hynix has fallen nearly 10% on its second-ever trading day, for no apparent reason. American portfolios are now directly hardwired into one of the most volatile,
STORY: Global smartphone shipments fell 11% in the second quarter to their lowest level for the period since 2013.That's according to early estimates from Counterpoint Research, which said a memory chip shortage has driven up smartphone prices and dampened demand.Memory chip prices have soared as suppliers prioritize AI data center customers over consumer electronics, forcing smartphone makers to pass along higher costs through price hikes, particularly for entry- and mid-range devices.Among the
Shares of South Korean memory chip giant SK Hynix tumbled in their first full day of U.S. trading, paring much of the stock’s gains from its first partial day on Friday.
The Direxion Daily MSCI South Korea Bull 3X Shares ETF (KORU) was set to record its worst day so far this month.
ADR profit-taking, earnings concerns and foreign selling trigger a sharp Korean chip stock selloff.
Kospi trades at just 6.4x forward earnings despite 17 straight months of earnings upgrades.
September S&P 500 E-Mini futures (ESU26) are down -0.29%, and September Nasdaq 100 E-Mini futures (NQU26) are down -0.94% this morning, pointing to a lower open on Wall Street as chipmakers came under renewed selling pressure following a selloff in their South Korean peers.
Energy names help cushion the Dow as oil jumps on U.S.–Iran tensions and investors brace for key earnings and inflation data, today, July 13, 2026.
The market is expecting bigger earnings beats from memory manufacturers, but it isn't rewarding them with a justified valuation representing their exponential growth.
Chip stocks moved lower on Monday after SK Hynix shares sank in Asia.
AI memory stocks have entered a bear market. Is this a buying opportunity, or a warning that the AI trade has become too expensive?
A single brokerage note out of Seoul just triggered the biggest single-day drop in SK Hynix history, and the shockwaves are now tearing through U.S. memory stocks that were up as much as 700% this year.
Earlier launch supports South Korea's semiconductor ambitions
Chip stocks moved lower on Monday as shares of SK Hynix in Asia sank.
Western Digital Declines in Broad Semiconductor RetreatWestern Digital (NASDAQ:WDC) shares fell 5. 4% in premarket trading on Monday to $551, as a sharp selloff across global memory and storage stocks weighed on sentiment despite a broadly positive performance in the wider U.
Micron Falls in Broad Memory Sector RetreatMicron Technology (NASDAQ:MU) shares dropped 5. 1% in premarket trading on Monday to $929.
Global smartphone shipments fell 11% in the second quarter to their lowest level for the period since 2013, as a prolonged memory chip shortage drove up handset prices and dampened demand, according to early estimates from Counterpoint Research. Apple bucked the trend with a 3% rise in shipments, taking its global market share to a record 20% in the quarter on resilient demand for its premium iPhone lineup and keeping prices unchanged. However, analysts expect price increases in the coming
STORY: SK Hynix shares fell more than 15% in trading on Monday - just days after its U.S. listing.It was the South Korean chip giant's biggest one-day decline on record.Investors in Seoul cashed out of a massive share price rally following its Nasdaq debut last week.The fall in SK Hynix and rival Samsung Electronics stock led to a 9% plunge in South Korea's Kospi and triggered a 20-minute trading halt.That was despite President Lee Jae Myung announcing government support for three major projects
Key market opportunities include the growth of hyperscale/cloud service providers driven by AI and cloud expansion, rising demand for cloud-based deployments due to increasing digital workloads, and the dominance of Asia Pacific with its rapid data center expansion and investments in advanced storage solutions. Data Center Storage Market Data Center Storage Market Dublin, July 13, 2026 (GLOBE NEWSWIRE) -- The "Data Center Storage Market By Storage Medium, Interface, End User, Form Factor, and Ca
Technology stocks came under heavy pressure on Monday after SK Hynix suffered its biggest one-day share price decline on record, triggering a broad selloff across the global semiconductor sector as investors reassessed valuations and growing geopolitical risks. The retreat began in Asia before spreading to Europe and U.
The Seoul selloff wiped SK Hynix's market cap below $875 billion and sent South Korea's Kospi index down 9%
Micron stock was following SK Hynix dowards as investors looked to be nervy about the prospects for continued gains for memory companies.
SK Hynix's Seoul shares posted their biggest one-day fall in nearly two decades on Monday, tumbling more than 15%, as investors unwound gains from a scorching rally following the company's Nasdaq debut last week. The company's U.S.-listed shares dropped 7.9% to $154.7 in early trading after jumping more than 12% in their Nasdaq debut on Friday. Shares of U.S. rivals also dropped.
(Bloomberg) -- South Korea expects to reap a record tax windfall from the artificial intelligence-driven semiconductor boom, giving President Lee Jae Myung’s government fresh fiscal firepower to fund an ambitious investment agenda.Most Read from BloombergLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Hormuz Route Open Despite Iran Declaration, Maritime Group SaysOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Fight With AppleUS Renews Iran Strikes as Both Sides Dispute Hormuz Status
DEEPX, a leading ultra-low-power On-Device AI semiconductor company (CEO, Lokwon Kim), announced today that it is expanding its commercial distribution network across the Asia-Pacific (APAC) region through a strategic partnership with Avnet, a global technology solutions provider and distributor.
Samsung Electronics Co. (OTC:SSNFL) is accelerating the launch of its first semiconductor fabrication plant in Yongin to 2029, moving up the timeline by one to two years as demand for AI memory chips continues to surge. Samsung Speeds Up AI Chip Expansion On Sunday, Samsung said it now plans to begin operations at its first chip fabrication plant in Yongin, south of Seoul, in 2029 instead of the previously expected 2030-2031 timeframe, Reuters reported. A Samsung spokesperson said the company in
The selloff in chip stocks comes amid a broader rotation within the tech sector, with investor money flowing out of chip names and back into Big Tech.
Samsung Electronics said on Monday it aims to bring forward the start of operations of its chip fabrication site in the city of Yongin, south of Seoul, to 2029 from 2030-2031, as it seeks to keep up with surging demand for memory chips used in AI infrastructure. Last month, both Samsung and its South Korean rival SK Hynix announced pledges to invest hundreds of billions of dollars in expanding production capacity at home, after President Lee Jae Myung called for measures to narrow reg
Researchers from MITRE, University of Colorado Boulder, Sandia National Laboratories, University of Arizona, and MIT published a technical paper titled “Monolithic Integration of Piezo-Optomechanical Photonics and CMOS Electronics.” Abstract Excerpt: The paper demonstrates a “fully monolithic, all-CMOS fabricated platform” for piezo-optomechanical photonic integrated circuits and shows “wafer-scale integration of POMPICs on an electronic backplane.” Find... » read more The post Monolithic CMOS P
In a direct push to secure America’s artificial intelligence hardware pipeline, U.S. Commerce Secretary Howard Lutnick has publicly pressured South Korean semiconductor giants Samsung Electronics and SK Hynix Inc. to construct local AI memory fabs. Speaking at a Micron Technology...
Investing.com -- South Korean stocks are trading at their cheapest valuations on record despite an 80% rally this year, as corporate earnings, led by AI-driven memory chip demand, have outpaced gains in share prices, according to Bloomberg.
We recently published Jim Cramer Insisted Recent AI Chip Selloff Wasn’t A Bottom & Discussed These 17 Stocks. SK Hynix Inc. American Depositary Shares (OTC:SKHY) is one of the stocks discussed by Jim Cramer. Memory giant SK Hynix Inc. American Depositary Shares (OTC:SKHY) is a regular feature of financial markets news these days. Courtesy of […]
Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week.
SK Hynix shares spiked 13% to $168.49 in their Nasdaq debut as investors scrambled to get a piece of a pivotal player in the global artificial-intelligence supply chain. The chip maker’s American depositary receipts opened at $170 on Friday and hit a session high of $177, representing a 19% jump from their initial public offering price. SK Hynix priced the ADRs at $149 each on Thursday.
South Korean memory chip giant SK Hynix soared in its American debut on Friday, suggesting U.S. investors remain bullish on memory stocks despite their recent pullback.
Micron Technology stock played second fiddle to memory-chip peer SK Hynix’s strong market debut on Friday. While Micron stock eked briefly into positive territory Friday, it closed lower as SK Hynix American depositary receipts shot above their initial public offering price of $149. Micron stock closed down 1.2% at $979.30, while SK Hynix’s ADRs closed at $168.49 Friday, up 13% from its IPO price.
SK Hynix (SKHYV, 000660.KS) began trading on the Nasdaq after launching its new US listing on Friday. Creative Strategies senior analyst Austin Lyons comes on Market Domination to break down where SK Hynix fits into fulfilling demand for high-bandwidth memory (HBM) and dynamic random-access memory (DRAM) chips.
When expectations get ahead of reality, stocks tend to sell off. But that doesn't mean that the story is over. Far from it. Dave Bartosiak will help you gain the discipline to navigate volatility and maximize the extraordinary potential of AI.
After debuting roughly 14% above the offer price, the South Korean chip maker’s American depositary receipts ticked higher, advancing 15% to $171.45. The company issued 177.9 million ADRs, with 10 ADRs representing one common share. SK Hynix priced the ADRs at $149 each on Thursday.
(Bloomberg) -- SK Hynix Inc. is open to issuing more US shares should returns prove strong and the company’s stock price remains stable, SK Group Chairman Chey Tae-won said.Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameNvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsSK Hynix Raises $26.5 Billion in Biggest Foreign Debut in USPrabowo’s Clampdown on Indonesian Tycoons Fuels Capital FlightZuckerberg Pledges ‘Aggressive’ Pricing With Met
SK Hynix’s U.S. listing has narrowed its valuation gap with rival Micron Technology. The new stock is still compelling.
The S&P 500 and Nasdaq rose solidly in a mixed stock market week. Delta Air fell despite strong guidance while SK Hynix began U.S. trading.
Micron shares were down 3.5% at $957.40 as SK Hynix American depositary receipts began trading in the U.S. at $170, up from their initial public offering price of $149. Barron’s has written positively about the ADRs, suggesting that they offer a cheaper way to play the memory-chip boom than Micron.
Katrina Dudley says AI infrastructure spending could remain durable through 2027 and potentially into 2028.
Micron stock was edging down with SK Hynix’s ADRs due to trade Friday on the Nasdaq for the first time
STORY: From a massive SK Hynix IPO to Samsung's giant profits...This is the week in numbers.:: $26.5 billion$26.5 billion is how much chipmaker SK Hynix raised in a Wall Street listing on Thursday.That was according to a U.S. regulatory filing.A source said demand for the U.S. shares sale was more than seven times oversubscribed.The South Korean firm is the world's leading supplier of high-bandwidth memory chips - critical features in advanced processors powering AI systems.George Godber is a UK
When South Korean billionaire Chey Tae-won rang the Nasdaq's opening bell for SK Hynix's $26.5 billion listing on Friday, it marked the ultimate payoff of a bet many once considered risky: buying a loss-making chipmaker that has since become an AI powerhouse. SK Group's 2012 acquisition of Hynix was viewed as problematic even within the business conglomerate: Memory chips are cyclical and capital-intensive, and the company was losing money while trailing Samsung Electronics in market share an
Global stock markets rose slightly on Friday as investors digested a wave of corporate announcements, while the Nasdaq failed to get a major boost from the solid debut of South Korean chip titan SK hynix on Wall Street.SK hynix, along with Samsung and Micron, is a heavyweight in the global market for the high-bandwidth memory used in AI servers alongside other data-crunching semiconductors.
Shares of South Korean memory chipmaker SK Hynix rose 12.8% as they made their debut on Wall Street, at a time when demand for chips is surging thanks to the frenzy around artificial intelligence. The company is already one of the largest in South Korea, along with Samsung Electronics, and is a member of the Kospi index. SK Hynix priced its American depositary receipts, or ADRs, at $149 each Thursday.
(Bloomberg) -- SK Hynix Inc.’s record-setting US debut is paving the way for a fresh wave of leveraged products tied to the South Korean memory giant’s shares, bringing to Wall Street the popular bets that have amplified the stock’s volatility in Seoul.Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameNvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsZuckerberg Pledges ‘Aggressive’ Pricing With Meta’s First Pay-to-Use AITrump Vents Anger W
On Friday, semiconductor manufacturing giant SK Hynix began trading at $149 per share, raising about $26.5 billion.
The second-largest IPO in proceeds is about to hit the U.S. market, and it deserves a closer look.
Samsung projected that its Q2 operating profit will increase 19-fold. Micron might also be reaping the gains.
SK Hynix hopes a U.S. listing will close a valuation gap with peer Micron Technology. It has a compelling case.
Samsung wants to hike DRAM prices in Q3. Here's what a tight memory market means for Micron's soaring profits and stock.
SK Hynix hopes a U.S. listing will close a valuation gap with peer Micron Technology. It has a compelling case.
Seagate Technology Holdings (NasdaqGS:STX) and other memory and storage stocks are rebounding after a recent sector selloff. The move is tied to strong quarterly results from industry peers and rising demand for AI focused data center infrastructure. Positive signals such as Samsung's profit recovery and SK Hynix's planned U.S. IPO are adding to renewed interest in AI related memory chips. Seagate's role in high capacity HDDs and work on HAMR technology are central to current investor...
China's fourth-largest DRAM maker seeks at least $4.3 billion to expand AI memory-chip production.
In its bid to spend less on GPUs from providers like Nvidia, Meta is on track to start making its the latest versions of its AI-specific chips in September.
SK Hynix hopes a U.S. listing will close a valuation gap with peer Micron Technology. It has a compelling case.
Shares of Marvell Technology (NASDAQ:MRVL) are up 7% to $247 and change in midday trading Thursday, riding a broad semiconductor rebound that’s lifted the entire AI chip complex. Marvell stock came into the session bruised after a sharp multi-week pullback, setting up an oversold bounce. The move stems from broad sector catalysts. Traders are responding ... Marvell Technology Climbs 7% on the AI Chip Recovery: Is It Overvalued Next to Broadcom and Nvidia?
AI-driven memory shortages are pushing DRAM prices higher as Micron, SK Hynix and Samsung face rising scrutiny.
Samsung just posted the most profitable quarter in the history of any technology company. The market sold the stock anyway. On July 7, Samsung Electronics reported preliminary second-quarter results showing operating profit of 89.4 trillion won, approximately $58.4 billion, a 19-fold jump from the ...
Confirmation of Meta's AI spending plans sank the stock today -- temporarily.
Sandisk just scored a huge contract win with Meta -- reportedly.
(Bloomberg) -- The dominant tech trade of 2026 — buy chip stocks and sell software — is showing signs of falling apart.Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameNvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsTrump Vents Anger With Iran and Warns Ceasefire May Be ‘Over’US Military Launches Strikes on Iran for Second Straight DayGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaSoftware stocks are coming to life afte
(Bloomberg) -- SK Hynix Inc. is telling investors it intends to price its US listing at $149 per American depositary receipt, according to people familiar with the matter, despite recent volatility in the Korean memory chipmaker’s shares.Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameNvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsTrump Vents Anger With Iran and Warns Ceasefire May Be ‘Over’US Military Launches Strikes on Iran for Sec
Shares of Advanced Micro Devices (NASDAQ:AMD) are up 7% to $555.26 in early trading Thursday, leading a broad semiconductor rebound. Intel (NASDAQ:INTC) shares are up 5% to $116.14, and Broadcom (NASDAQ:AVGO) shares are up 2% to $396. The bounce reverses a rough stretch for chip names after several sessions of selling. The iShares Semiconductor ETF ... AMD Jumps 7%, Intel Climbs 5%, Broadcom Rises 2% as Tom Lee Calls the Chip Selloff a Buying Opportunity
Micron Technology (NASDAQ:MU) has been the wildest ride in the AI memory trade. The stock rallied from $119.73 a year ago to a 52-week high of $1,254.81, then pulled back to $938.38 after a Samsung-triggered memory selloff. My question: is another leg higher coming, or is fair value already in the price? Our 24/7 Wall ... From $124 to $938 in a Year, Is Another Rally Coming For Micron?
SanDisk is the most direct publicly traded beneficiary of the disclosed arrangement, given that the memo specifically names the company as Meta's flash storage supplier; the stock's move reverses a bruising stretch that had weighed on the NAND-flash sector coming into this week.
Memory and storage stocks are rebounding sharply Thursday morning, reversing a bruising start to the week. Western Digital (NASDAQ:WDC) shares are up 7% to $589 and Seagate Technology (NASDAQ:STX) stock is up 7% to $921 in early trading, while Micron Technology (NASDAQ:MU) shares are up 6% to $1,010 and SanDisk (NASDAQ:SNDK) stock is up 6% ... Western Digital and Seagate Surge 7%, Micron and SanDisk Climb 6% as Memory Selloff Reverses
Micron and other chip-related stocks rose on Thursday as the AI trade reignited.
SK Hynix and Samsung rebounded in Seoul, lifting the Korean market out of a three-day slump.
Investing.com -- U.S. chip stocks bounced back Thursday, recovering some of the ground lost earlier in the week, after a rally in Chinese semiconductor shares helped steady investor nerves following a selloff following Samsung Electronics’ latest results. Additionally, fears of an AI CapEx slowdown eased after Reuters reported that Meta Platforms plans to double its computing power to 14 gigawatts next year and expects its custom AI chip to start production in September.
Investing.com - Global memory monthly sales reached a record $74.6 billion, surging 31.7% month-on-month and running 2.8 percentage points above the 10-year seasonal average, according to UBS's July Memory Monthly report — a data point that has both UBS and Bernstein forecasting sharp contract price increases ahead, even as the two firms diverge sharply on how long the rally can last.
STORY: From Samsung's huge quarter to Microsoft's big lay offs...This is AI Weekly.:: AI WeeklySamsung flagged a 19-fold jump in second-quarter profits from a year earlier.The South Korean giant estimated April-June operating profit at just over $58 billion - ahead of analyst projections.The global AI boom drove huge demand for Samsung's chips, and sent prices for silicon sky-high.Although investors wiped more than $80 billion off the firm's market value after the results were announced over wor
Ahead of the Q2 earnings season, tech market trends are shifting.
China's top memory chipmaker Changxin Memory Technologies (CXMT) said on Thursday it will start book-building on July 15 for its Shanghai initial public offering as it seeks to raise 29.5 billion yuan ($4.34 billion). CXMT, long seen as a technological laggard compared with global leaders Samsung Electronics and SK Hynix, will take investor subscriptions on July 16 for its IPO, according to a stock exchange filing. CXMT's mega IPO comes amid rising volatility in global memory chip shares.
Shares slipped in Asia and oil prices jumped Thursday as conflict escalated in the Middle East, with Iran and the U.S. launching fresh attacks. U.S. futures edged higher. The United States launched more airstrikes on Iran, and Iran responded by firing at Bahrain, Kuwait and Qatar, a day after U.S. President Donald Trump said their temporary ceasefire was “over.”
MU's post-earnings pullback comes despite record results and strong AI memory demand, with growth guidance and analyst targets remaining upbeat.
New PM1763 SSD delivers over 2x faster speeds and targets next-generation AI data centers.
Micron stock is in a technical bear market, meaning it is more than 20% down from its recent closing high.
Oil surged and stocks slid after the president's comments at a NATO summit, while semiconductor stocks staged a quiet recovery.
AI Stocks Tumble as Middle East Fears Rattle Wall Street
Micron stock is in a technical bear market, meaning it is more than 20% down from its recent closing high.
International investing has spent years playing second fiddle to the U.S. stock market. That is changing. As investors look beyond a handful of mega-cap technology stocks, capital is flowing into emerging markets at a pace not seen in years. Fund assets are climbing to record levels, performance has improved, and interest in artificial intelligence has ... Record Money Is Pouring Into Emerging Markets. This One Difference Could Decide Your Returns
Investors may have sold Sandisk stock for the wrong reason yesterday. That doesn't mean they were wrong to sell.
The world’s hottest index has been dragged into a technical bear market as the memory-chip selloff gathered pace Wednesday. The KOSPI has been fueled by big memory-chip players, with SK Hynix up 219% this year so far through to Wednesday’s close and Samsung up 131%.
Forty percent of some 4,400 voters in a Stocktwits poll said they will skip investing in the SK Hynix stock for now.
Micron stock is in a technical bear market, meaning it is more than 20% down from its recent closing high.
(Bloomberg) -- After losing roughly $1 trillion in market value in less than two months, Nvidia Corp.’s stock is the cheapest it’s been since before the AI boom kicked off and sent the shares into the stratosphere.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaChip Stocks Sink After Blistering Run as Oil Jumps: Markets WrapUS Strikes Iran and Blocks Oil Sales in New Test of TruceTwo Millennium Trading Pods Made About $3.7 Billion Last MonthChina Sentences
Samsung Electronics (KOSE:A005930) has introduced the PM1763, an enterprise SSD based on the PCIe 6.0 standard. The drive targets artificial intelligence and high performance computing workloads with higher throughput than its predecessor. The PM1763 includes post quantum cryptographic security features and is designed for liquid cooled, power efficient data centers. Samsung Electronics sits at the center of the memory and storage market, and the PM1763 PCIe 6.0 SSD adds another product...
In June 2026, Best Buy introduced RGB LED TVs nationwide through exclusive partnerships with Samsung, Sony, LG, TCL and Hisense, offering free delivery, installation and haul-away with most purchases and showcasing screen sizes from 50 inches up to 116 inches. This rollout positions Best Buy as the only national retailer where shoppers can experience this new RGB LED standard in person, supported by more than 15,000 specially trained Blue Shirts to guide complex home theater upgrade...
(Bloomberg) -- South Korea’s equity market extended declines, pushing the benchmark gauge toward a technical bear market as investors reassessed the outlook for artificial intelligence demand.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaChip Stocks Sink After Blistering Run as Oil Jumps: Markets WrapTwo Millennium Trading Pods Made About $3.7 Billion Last MonthUS Strikes Iran and Blocks Oil Sales in New Test of CeasefireChina Sentences Official to Death
The South Korean memory chip giant’s planned Nasdaq listing is already attracting strong institutional interest, fueling bullish sentiment around one of the largest equity offerings tied to the artificial intelligence boom. SK Hynix Launches $28 Billion US Share Sale South Korean chipmaker SK Hynix on Monday launched a U.S. share sale aimed at raising about 43 trillion won ($28.07 billion) through the issuance of American depositary receipts (ADRs) listed on the Nasdaq. The company said major in
SEOUL, South Korea, July 08, 2026--Samsung Electronics Co., Ltd., a global leader in advanced memory technology, today announced mass production of PM1763, the company’s PCIe® 6.0-based enterprise solid state drive (SSD) optimized for next-generation AI and HPC server environments.
The most profitable quarter in the memory industry's history just knocked the sector's stocks lower.
Samsung reported blowout preliminary results for the last quarter, but shares declined anyway, triggering a selloff in major chip stocks.
Shares of South Korean chipmakers Samsung Electronics and SK Hynix reversed early gains to fall sharply on Wednesday, amid lingering concerns over slowing memory price growth and whether earnings have peaked. Samsung slid as much as 7.6% and SK Hynix dropped as much as 5.2% in afternoon trading, after earlier rebounding as much as 1.4% and 5.8%, respectively. Both stocks had opened the day with losses, tracking an overnight decline in U.S. chip stocks.
The Nasdaq led the stock market lower Tuesday, as Samsung earnings slammed AI names. Oil prices jumped on U.S.-Iran news.
The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed down -0.45%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.25%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -1.77%. September E-mini S&P futures (ESU26 ) fell -0.52%, and September E-mini Nasdaq futures...
(Bloomberg) -- Samsung Electronics Co. has begun mass production of its most advanced data center storage drive, which is set for use inside Nvidia Corp.’s upcoming Vera Rubin platform. Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaChip Stocks Sink After Blistering Run as Oil Jumps: Markets WrapTwo Millennium Trading Pods Made About $3.7 Billion Last MonthMicrosoft’s Xbox to Cut 3,200 Jobs, Divest Five Studios in Major OverhaulChina Sentences Official to
SEOUL, South Korea, July 07, 2026--Samsung Electronics Co., Ltd., a global leader in advanced memory technology, today announced mass production of PM1763, the company’s PCIe® 6.0-based enterprise solid state drive (SSD) optimized for next-generation AI and HPC server environments.
STORY: Wall Street's main stock indexes fell on Tuesday, with the Dow dropping a quarter of a percent, the S&P 500 shedding just under half a percent and the tech-heavy Nasdaq losing more than one percent.Chip stocks in Asia and the U.S. declined after memory chip giant Samsung's blowout earnings report failed to satisfy investors with sky-high expectations.Leah Bennett is chief investment strategist at Concurrent Investment Advisors."Samsung reported great earnings overall, but I think investor
Micron Technology stock fell Tuesday after South Korea’s memory-chip makers spooked investors in U.S. competitors. Micron’s drop came after a 6.9% fall for its South Korean peer Samsung Electronics which reported a 19-fold rise in operating profit for the June quarter. Beyond a one-day move, though, there are further signs Micron is locking in higher prices for its memory chips well into the future.
Samsung Electronics just did something no company has done before. Its operating profit last quarter came in roughly 19 times what it was a year ago, revenue more than doubled to a record, and the bottom line landed above both NVIDIA (NASDAQ:NVDA) and Apple (NASDAQ:AAPL). The stock, as CNBC’s Kristina Partsinevelos flagged Tuesday morning, fell ... Samsung Just Out-Earned Apple and Nvidia, and the Stock Tanked 7%
The Nasdaq tumbled on Tuesday after a rebound in semiconductor stocks fizzled out overnight. The Dow dropped 131 points, or 0.3%. After chips rebounded on Monday, selling in memory stocks in South Korea bled into U.S. trading.
Chip stocks were hammered again Tuesday, despite some reassuring news from a major player, extending their recent slide into a second week.
The Nasdaq led the stock market lower Tuesday, as Samsung earnings slammed AI names. Oil prices jumped on U.S.-Iran news.
Stock Market Today: The Nasdaq falls. IBM stock is a big Dow Jones index winner. Micron and Lam Research sell-off.
AI-driven earnings missed lofty expectations, triggering a broad selloff across Asian technology stocks.
Samsung Earnings Trigger Chip Selloff as Micron Stock Drops Sharply
The chip trade is having one of those days where every bull’s favorite narrative and every bear’s favorite chart are both correct at the same time. On Tuesday’s CNBC Morning Call Sheet segment, Steve Grasso, Warren Pies, and Doug Boneparth all zeroed in on the same signal. Samsung posted blowout earnings yet its stock fell ... Chip Stocks Just Flashed a Warning Even Wall Street’s Bulls Can’t Ignore
A number of stocks fell in the morning session after Samsung Electronics' record quarterly profit triggered a textbook "sell-the-news" reaction, compounded by a Reuters report that China's DeepSeek is developing its own AI inference chip.
A number of stocks fell in the morning session after Samsung Electronics' record quarterly profit triggered a textbook "sell-the-news" reaction, compounded by a Reuters report that China's DeepSeek is developing its own AI inference chip.
Stock markets have been firmly set in a “beat and raise” focus heading into the start of a crucial earnings season, and their reaction Tuesday to a manifestly impressive set of figures from the world’s biggest chip maker suggests anything less than perfection likely will disappoint. Samsung impressive second-quarter earnings, which included a near 20-fold increase in profit and a doubling in overall revenue, failed to add any extra juice to a market already foaming with speculative fever for al
“Gradually and then suddenly” is the way in which Mike Campbell, the wealthy but aimless character from Ernest Hemingway’s The Sun Also Rises, describes his bankruptcy. The market is changing, quietly and efficiently, heading into the start of a crucial second quarter earnings season that could either underscore the bull case for tech stocks over the back half of the year or test investor patience for long-awaited profits from the artificial intelligence boom. The which hit its latest all tim
Samsung Electronics stock dived even after it forecast a 19-fold increase in operating profit from the same period a year earlier.
AI stocks fall with South Korean memory-chip maker Samsung Electronics setting the tone for the broader market.
Jim Cramer went on CNBC’s Squawk on the Street Tuesday morning to defend the memory names getting hammered after South Korea’s market dropped nearly 5% overnight. Samsung posted a record quarter, missed a whisper revenue number by roughly 1%, and got sold off 7%. Cramer sees profit-taking and a specific reason to slow-play SK Hynix. ... Cramer: Samsung Is More Profitable Than Nvidia, but He Has a Warning on SK Hynix’s $28 Billion Raise
Samsung crushed earnings, but investors wanted more. Now it -- and other semi stocks -- are being punished.
Investors question durability of AI infrastructure boom
Record AI-driven memory earnings topped forecasts, yet investors sold after a near-150% rally this year.
S&P 500 companies are expected to report 23.3% earnings growth for Q2, the second straight quarter above 20% and far above the average growth rate of 16.4% over the past five years, according to FactSet. The key question for markets, according to famed investment strategist Ed Yardeni, is whether analysts got carried away after Q1 earnings and set the bar too high. "The big risk up ahead is that technology companies, especially the hyperscalers, won't beat analysts' overly optimistic earnings
Samsung's building more plants to capitalize on memory demand -- and endangering Micron's profits.
Intel Stock Drops as Investors Reassess the AI Chip Rally
Micron Technology stock fell Tuesday after South Korea’s memory-chip makers spooked investors in U.S. competitors. Micron’s drop came after a 6.9% fall for its South Korean peer Samsung Electronics which reported a 19-fold rise in operating profit for the June quarter. The reaction to Samsung’s preliminary earnings report is profit-taking after a run-up in the stock over the past 12 months.
The FTSE 100 closed up 14.11 points, 0.1%, at 10,665.88.
Samsung's building more plants to capitalize on memory demand -- and endangering Sandisk's profits.
Record earnings were not enough to stop a global semiconductor selloff as investors questioned how much AI demand is already priced in.
Micron, Samsung, SK Hynix, and the Roundhill Memory ETF are all down more than 20% from recent closing highs, turning one of 2026's hottest trades into a bear market
The AI trade has rewarded investors with extraordinary gains over the past two years, but it has also created a market where sentiment can change in a single trading session. That reality was on full display after Samsung Electronics reported record quarterly results in South Korea. Revenue and operating profit climbed sharply, yet the stock ... Samsung Wipes Out AI Stocks. Is This the Buying Opportunity You Were Waiting For?
Micron Technology fell Tuesday after stock moves in South Korea spooked investors in the memory-chip sector. Micron’s drop came after a 6.9% fall for its South Korean peer Samsung Electronics which reported a 19-fold rise in operating profit for the June quarter. The reaction to Samsung’s preliminary earnings report is profit-taking after a run-up in the stock over the past 12 months.
Samsung Electronics (KOSE:A005930) issued new second quarter 2026 guidance, flagging consolidated sales of about ₩171 trillion and operating profit near ₩89.4 trillion, giving investors fresh numbers to assess the stock. See our latest analysis for Samsung Electronics. Despite the fresh guidance, Samsung Electronics’ share price has recently cooled, with a 1-day share price return down 7.23% and a 30-day share price return down 10.33%. However, the 90-day share price return of 40.14% and...
AI stocks fall with South Korean memory-chip maker Samsung Electronics setting the tone for the broader market.
Samsung's (005930.KS) preliminary earnings results are causing volatility in the memory sector, just ahead of SK Hynix's (000660.KS) Friday IPO. Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look in the video above.
Shares of Intel (NASDAQ:INTC) are down 10% in Tuesday morning trading to $110, while Advanced Micro Devices (NASDAQ:AMD) stock is off 8% to $508. The moves cap a sharp reversal after both names rallied Monday. The declines are part of a broader chip selloff triggered by Samsung Electronics’ quarterly report. Equipment maker Applied Materials (NASDAQ:AMAT) ... Intel and Applied Materials Dive 10%, AMD Craters 8% as Samsung Earnings Trigger Chip Selloff
Chip stocks fell Tuesday despite a second-quarter earnings beat by semiconductor and consumer electronics manufacturer Samsung Electronics.
(Bloomberg) -- US stock futures pointed to renewed weakness in technology shares after Samsung Electronics Co.’s earnings failed to satisfy investors, renewing pressure on chipmakers across global markets.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaMicrosoft’s Xbox to Cut 3,200 Jobs, Divest Five Studios in Major OverhaulTwo Millennium Trading Pods Made About $3.7 Billion Last MonthSaudis Slash Main Oil Price to Rare Discount as Market DivesChina Senten
Futures are pointing to a mixed open for major indexes as tech stocks retreat after posting big gains to start the week. Here’s what investors need to know today.
(Updates with stock and oil price moves, and additional details from sixth paragraph onward.) US
U. S. stock index futures pointed to a weaker start on Tuesday, with markets expected to surrender part of Monday’s gains as renewed selling pressure emerged across the technology sector.
Samsung Electronics (005930.KS) released preliminary second quarter earnings results on Tuesday, reporting a 19-fold profit jump from a year ago, amounting to $58 billion. Morning Brief Host Julie Hyman welcomes Yahoo Finance Senior Business Reporter Ines Ferré and Interactive Brokers chief strategist Steve Sosnick to help break down whether Samsung's breakout numbers still weren't enough to impress Wall Street investors and what it signifies for the broader chip space.
Memory and storage stocks are selling off sharply in early trading Tuesday, reversing Monday’s rebound. Micron Technology (NASDAQ:MU) shares are down 7% to $917, SanDisk (NASDAQ:SNDK) stock is off 7% to $1,616, and Western Digital (NASDAQ:WDC) shares are dropping 7% to $537. The selling extends across the group. Seagate Technology (NASDAQ:STX) stock is down 5% ... Micron, SanDisk, and Western Digital Sink 7% as Samsung Earnings Spark a Memory Selloff
Stock Market Today: The Dow Jones index retreats, while the Nasdaq falls on Samsung earnings. SpaceX sinks while Micron and Sandisk sell off.
Stock markets have been firmly set in a “beat and raise” focus heading into the start of a crucial earnings season, and their reaction Tuesday to a manifestly impressive set of figures from the world’s biggest chip maker suggests anything less than perfection likely will disappoint. Samsung impressive second-quarter earnings, which included a near 20-fold increase in profit and a doubling in overall revenue, failed to add any extra juice to a market already foaming with speculative fever for al
AI stocks take a beating, with South Korean memory-chip maker Samsung Electronics setting the tone for the broader market.
Micron Technology was falling early Tuesday after stock moves in South Korea spooked investors in the memory-chip sector. Micron shares were down 6.0% at $925.61 in premarket trading. Fellow memory-chip company SK Hynix fell 6.1%, as it prepares to list American depositary receipts on the Nasdaq on Friday, raising $28 billion.
Samsung's record profits failed to impress investors on Tuesday.
Tech stocks are under pressure after Samsung's record profit renewed concerns over lofty AI valuations
Stock Market Today: The Dow Jones index rose, while tech futures sold off amid Samsung earnings. Micron and Sandisk plunged.
Samsung Electronics stock dived even after it forecast a 19-fold increase in operating profit from the same period a year earlier.
Investors are starting to question whether AI spending and memory prices can keep rising.
Sandisk has been one of the hottest U.S. tech stocks over the past year but it’s starting to cool off. Shares of the memory storage company were down around 10% in Tuesday trading, among the sharpest fallers in the The stock, up 635% this year, has fallen 23% over the past three trading days through Monday.
Sandisk has been one of the hottest U.S. tech stocks over the past year but it’s starting to cool off. Shares of the memory storage company were down around 6% ahead of the open Tuesday, among the sharpest fallers in the The stock, up 635% this year, has fallen 23% over the past three trading days.
Samsung's stock slide despite exceptional earnings is a reminder that, in richly valued markets, meeting expectations is no longer enough, said Swissquote's Ipek Ozkardeskaya. Increasingly, it seems companies will have to beat the whispered numbers—the unofficial targets that circulate among investors and traders ahead of results.
US stock index futures traded cautiously on Tuesday after the Dow Jones Industrial Average reached a record high in the previous session, while investors weighed another strong earnings update from Samsung Electronics (USOTC:SSNHZ) alongside fresh comments from Federal Reserve Governor Christopher Waller. Futures pause after Wall Street recordsBy 03:02 ET (07:02 GMT), futures linked to the Dow Jones Industrial Average were little changed.
Asian stock markets weakened under pressure from semiconductor issues on Tuesday, despite Samsung El
AI stocks take a beating, with South Korean memory-chip maker Samsung Electronics setting the tone for the broader market.
Crypto analyst Ted Pillows said Bitcoin faces an important support zone between $62,500 and $62,800 after failing to break resistance near $64,500.
Samsung results spark declines across semiconductor sectorMicron Technology (NASDAQ:MU) shares fell 4. 9% in premarket trading on Tuesday, extending a broader decline across the memory semiconductor industry after Samsung Electronics’ latest earnings update prompted selling throughout the sector.
Micron Technology was falling early Tuesday after stock moves in South Korea spooked investors in the memory-chip sector. Micron shares were down 6.0% at $925.61 in premarket trading. Fellow memory-chip company SK Hynix fell 6.1%, as it prepares to list American depositary receipts on the Nasdaq on Friday, raising $28 billion.
Samsung Electronics stock dived even after it forecast a 19-fold increase in operating profit from the same period a year earlier.
AI memory stocks are hitting record profits, but the money flows are turning cautious. Here are three names to watch and why.
Samsung Electronics' posted a record quarterly profit on Tuesday but this failed to reassure investors, with the sharp sell-off in the world's largest memory chipmaker expected to weigh on AI and technology stocks when Wall Street opens. The South Korean technology giant announced its...
Investors wiped more than $80 billion off Samsung's market value on concerns that AI infrastructure spending may not sustain the memory chip boom
Asia’s markets open a pivotal week with one question hanging over the semiconductor tape: how durable is the memory trade? On Bloomberg TV’s The Asia Trade this morning, analyst Anthony Stephens framed SK Hynix’s $29 billion ADR listing, expected by the end of the week, as a live stress test of the supercycle thesis, alongside ... SK Hynix’s $29 Billion Listing Puts the Memory Supercycle to the Test
Samsung stock fell nearly 7% in South Korea despite a 19-fold surge in quarterly operating profit, dragging tech indexes lower worldwide
European bourses tracked moderately lower midday Tuesday, as the international downdraft on tech sto
US equity futures were mostly lower pre-bell Tuesday as technology-related stocks dropped and oil pr
Brace for volatility as SpaceX joins the Nasdaq-100, Waller defends the Fed’s use of forward guidance, and more news to start your day.
FTSE 100 up 55 points at 10,7 Shell climbs on trading update Samsung falls despite strong results 10.37am: FTSE 'could see highs soon' The FTSE 100 is "defying the tech gloom" and flirting with the 10,700 area but struggling to break out, says market analyst Neil Wilson at...
Samsung Electronics stock dived even after it forecast a 19-fold increase in operating profit from the same period a year earlier.
Stocktwits data showed retail sentiment remained ‘bullish’ around QQQ, and improved to ‘extremely bullish’ on SPY.
Stocks looked set to open in the red on Tuesday as investors opted to ditch tech, even after South Korean memory-chip maker Samsung Electronics forecast a huge surge in profit. Nasdaq 100 futures dropped 0.8%. The blue-chip Dow notched a record close for a second straight session, while the tech-heavy Nasdaq added more than 1% as chip stocks roared back.
At one point, the Kospi lost as much as 8.2%, weighed down by declines in Samsung and SK Hynix, briefly pushing it into a bear market.
Samsung Electronics has forecast a nineteen-fold leap in quarterly profit, its third record quarter in a row, yet investors responded by wiping more than $100 billion (€87.5bn) off the company's value amid doubts over how long the AI-driven memory boom can last.View on euronews
Asian equities fell as renewed selling in technology stocks, including Samsung Electronics Co. and SK Hynix Inc., deepened concerns that the AI-driven rally may have run ahead of itself. Futures for the tech-heavy Nasdaq 100 Index retreated 1.1%, suggesting Monday's rebound on Wall Street was losing momentum. European shares were also set for losses. Bloomberg's Avril Hong and Mark Cranfield report.
Chipmaker Cerebras’ stock has fallen sharply after its mega IPO two months ago.
STORY: Samsung on Tuesday said it expects a 19-fold leap in profits over the second quarter from a year earlier.The South Korean giant said operating profit would come in at over $58 billion, ahead of analyst estimates.Revenue is expected to soar 129%.It all comes as the global AI boom drives soaring demand for chips, sending prices for silicon sky-high.That’s a direct boon for Samsung, which is the world’s largest maker of memory chips.The company is seeing income surge even as it sets aside ma
Asian shares retreated Tuesday, with South Korea's Kospi sinking almost 5% despite a rebound for AI stocks that lifted benchmarks on Wall Street. Shares in computer chipmaker Samsung Electronics slumped 7.7% even after it announced its operating income surged 19-fold to 89.4 trillion won ($58.7 billion) in the last quarter while its revenue more than doubled. SK Hynix lost 6.7%.
Samsung’s stock slid in Korea even as the company posted stellar Q2 preliminary results; retail traders believe strong performance was already priced into the shares.
Oil prices jumped after three tankers were attacked near the Strait of Hormuz, while jitters about the outlook for the AI sector hit equities."Crude oil rose by more than two percent after renewed attacks on commercial shipping in the Strait of Hormuz reignited concerns over global energy supplies and cast doubt on the durability of the US-Iran agreement," said Axel Rudolph, chief technical analyst at investing and trading platform IG. Meanwhile investors once again turned cold on AI stocks.
South Korean technology giant Samsung Electronics forecast Tuesday a massive 19-fold jump in second-quarter operating profit from a year earlier, buoyed by sustained AI-driven demand for memory chips.Frenzied global demand for advanced memory chips used in data centres for artificial intelligence has already helped South Korean semiconductor giants post record profits this year.
A brutal one-day drop has investors asking whether the memory rally has finally run out of room.
Samsung forecast a 19-fold profit jump, but shares still fell over 6% as investors booked gains after a fivefold rally.
US stock futures edged up on the heels of a record-setting day on Wall Street.
Apple's foldable iPhone ambitions are raising the stakes in the premium smartphone race and giving investors a fresh catalyst to watch.
(Bloomberg) -- Samsung Electronics Co.’s quarterly profit surged 19-fold, soaring past elevated expectations due to rocketing demand for memory chips needed in AI data centers.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaMicrosoft’s Xbox to Cut 3,200 Jobs, Divest Five Studios in Major OverhaulSaudis Slash Main Oil Price to Rare Discount as Market DivesOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsTwo Millennium Trading Pods Made About $
Samsung Electronics on Tuesday flagged a 19-fold jump in second-quarter operating profit, surpassing its combined earnings over the past three years, but investors wiped more than $80 billion off its market value on concerns over how long the AI bonanza will last. While Samsung has benefited massively from the AI data centre boom that has propelled memory chip prices to record highs, the outlook for chipmakers has been clouded by worries U.S. tech giants may slow their infrastructure plans an
SK Hynix is experiencing a boom credited to AI. It will ride that to a multibillion-dollar U.S. IPO, expected to take place on Friday.
The tech strategist says the AI trade is expanding beyond semiconductors, with earnings season set to test how far the rally can run.
Yahoo Finance Tech Editor Dan Howley reacts to analyst predictions that Apple's long-rumored foldable iPhone could instantly sell out upon its launch, despite a massive projected price tag of up to $2,500.
US stock futures edged up on the heels of a record-setting day on Wall Street.
SK Hynix’s planned U.S. listing this week will test the AI-fueled chip rally, offering investors a chance to buy a memory chip maker not named Micron Technology—or to stay away from a group that may have come too far, too fast. U.S. investors can get exposure to the country with the iShares MSCI Korea exchange-traded fund, but buying Samsung Electronics or SK Hynix individually has been almost impossible.
STORY: South Korean chipmaker SK Hynix on Monday launched a U.S. share sale to raise 43 trillion won ($28.07 billion) and drew indications of interest for up to $7 billion from major investors, as it capitalizes on the global AI boom with one of the world's largest new share sales.The company will sell 17.79 million new shares through the ADRs on the Nasdaq; 10 ADRs will represent one common share and a Monday filing gave a reference price of 242,500 won per ADR, based on SK Hynix's July 3 clos
The South Korean memory giants are planning huge investments to shore up production capacity.
Computer memory supply could remain in deficit until at least mid-2028.
Samsung Electronics earnings, SK Hynix’s U.S. listing and TSMC’s June sales will give investors fresh clues on demand for AI memory chips and the durability of this year’s semiconductor rally.
South Korea may use excess semiconductor tax revenue to fund AI, chips, data centers, housing, startups, and jobs.
SK Hynix (KRX: 000660) said it plans to raise about $28 billion through a United States initial public offering (IPO) as the South Korean memory chipmaker seeks to tap sustained investor demand tied to artificial intelligence infrastructure growth. The company will offer 17.79 million common...
Apple (AAPL) stock dropped 6% on June 25 after the company raised Mac and iPad prices by $100 to $300, blaming a memory shortage CEO Tim Cook called a "hundred-year flood." Less than two weeks later, shares have clawed back most of that loss, trading near 52-week highs. The market appears to be recalculating Apple's position on two fronts: how well placed Apple is inside the DRAM shortage relative to its peers and how its restraint on AI spending looks increasingly like a smart move.
Record profit expectations put the memory giant at the center of the AI investment story.
While a justifiable amount of A.I. attention has been devoted to faster and more powerful semiconductor processing chips, the High Bandwidth Memory (HBM) part of the equation is less sexy, but no less important. Without HBM, A.I. has insufficient memory to operate properly — and this has been one of the major bottlenecks to ... South Korea’s $590B Chip Bet Has Semiconductor ETFs Buzzing, but Memory Cycles Have Burned Believers Before
The AI infrastructure boom has rewritten the rules of the semiconductor industry. Over the past 18 months, memory chips transformed from commodity products into one of the world’s most valuable bottlenecks. High-bandwidth memory (HBM), DRAM, and enterprise NAND became indispensable for Nvidia‘s (NASDAQ:NVDA) AI accelerators, sending memory manufacturers into one of their strongest upcycles in ... Wait! Michael Burry Is Right About the Memory Boom Ending? This Analyst Says Yes
Investors are assessing strong momentum for hardware companies in the first half of the year.
Memory names are ripping higher in early Monday trading. SanDisk (NASDAQ:SNDK) stock is up 5% to $1,836, Western Digital (NASDAQ:WDC) shares are up 5% to $565.33, and Micron Technology (NASDAQ:MU) stock is up 3% to $1,008.77. The bounce comes after a brutal Thursday session, when SanDisk shares fell 14%, Western Digital shares dropped 10%, and ... SanDisk Rebounds 5%, Western Digital Gains 5%, Micron Climbs 3% as UBS, Citi, BofA Turn Bullish on Memory
Workers in Samsung's consumer division stand to receive about 6 million won in 2026 bonuses, versus up to 600 million won for semiconductor staff
Seoul may use excess semiconductor tax revenue to support AI, chip plants, housing, startups and jobs.
(Bloomberg) -- SK Hynix Inc. kicked off its formal marketing process for its US listing on Monday, as the South Korean chipmaker looks to capitalize on surging investor demand for the high-flying memory-chip sector.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsThe Tanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From MotoristsOil’s Supply Wave, T
Dow Jones futures edged lower Monday morning, while S&P 500 futures and especially Nasdaq futures rose. Apple, SpaceX, Sandisk and Robinhood Markets are notable stocks to watch. Last week, the major indexes had solid gains, but while the Dow Jones ended at record highs, the Nasdaq fell back below key support as AI stocks were hammered.
The Nasdaq and many AI stocks like Sandisk are at key levels. Also watch Apple, SpaceX and Robinhood.
South Korea plans to channel a surge in tax revenue from its booming AI chipmakers into a new state fund, backing everything from semiconductor infrastructure to housing and jobs for young people.View on euronews
(Bloomberg) -- South Korean lawmakers are increasingly sounding alarms over the risks of single‑stock leveraged exchange‑traded funds, with an opposition party member now calling for such products to be delisted.Most Read from BloombergOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil’s Supply Wave, Tumbling Prices Rekindle Fears of Global GlutBrazil Freezes $2 Billion, Pursues Arrests After US SanctionWhy the Great
Samsung Electronics (OTC:SSNLF) on Tuesday is expected to deliver another record-breaking quarter as surging AI-driven demand for memory chips continues to lift prices, though higher employee bonus costs could weigh on reported earnings. AI Memory Boom Expected to Drive Another Record Quarter Samsung is expected to report an operating profit of about 86 trillion won ($56.35 billion) for the April-to-June quarter, according to an LSEG SmartEstimate based on forecasts from 30 analysts, Reuters rep
Chip stocks fell on Thursday after a report said that Anthropic was in talks with Samsung to design and manufacture custom AI chips.
South Korean chipmaker SK Hynix will launch a U.S. listing on Monday to raise about $28 billion, according to regulatory filings, as it capitalises on the global AI boom in one of the world's largest new share sales. Ten ADRs will represent one common share and the stock will be sold in a price range due to be revealed on Monday, based on SK Hynix's Seoul trading price. SK Hynix's share price was down 4.2% on Monday but the stock is up about 273% this year, as it rides surging global investo
South Korea's Kospi surged and Samsung led chip stocks higher Monday as traders positioned for earnings and SpaceX's Nasdaq 100 debut.
The Nasdaq and many AI stocks like Sandisk are at key levels. Also watch Apple, SpaceX and Robinhood.
Gains were concentrated in tech stocks after the Dow closed shy of 53,000.
Gains were concentrated in tech stocks after the Dow closed shy of 53,000.
Gains were concentrated in tech stocks after the Dow closed shy of 53,000.
(Bloomberg) -- This week’s $29 billion US stock-market listing for SK Hynix Inc. may be the biggest-ever first-time share sale by a foreign company, but it isn’t just about raising cash. It’s also about competing in the hottest corner of the global stock market — memory chips used in AI computing.Most Read from BloombergWhy the Great American State Fair Looks So EmptyBrazil Freezes $2 Billion, Pursues Arrests After US SanctionOil’s Supply Wave, Tumbling Prices Rekindle Fears of Global GlutTanker
(Bloomberg) -- A wild ride for global chip stocks in recent weeks has left investors looking for fresh validation of the artificial intelligence trade. Samsung Electronics Co. may provide just that on Tuesday.Most Read from BloombergOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil’s Supply Wave, Tumbling Prices Rekindle Fears of Global GlutBrazil Freezes $2 Billion, Pursues Arrests After US SanctionWhy the Great Am
Micron Technology Inc. (NASDAQ:MU) is one of the top AI Stocks to buy according to billionaire Philippe Laffont. On June 29, Micron Technology Inc. (NASDAQ:MU) was hit with a class action lawsuit over claims that it is restricting DRAM supply to inflate prices. The private class-action lawsuit in the US also names Samsung and SK […]
Samsung Electronics is likely to estimate that its operating profit jumped about 18-fold to another record high from a year earlier in the second quarter, as AI growth continues to strain memory supply and push chip prices higher. On Tuesday, the world's largest memory chipmaker by sales is likely to flag an operating profit of 86 trillion won ($56.35 billion) for the April to June quarter, according to an LSEG SmartEstimate based on forecasts from 30 analysts, weighted toward those with the b
The Nasdaq and many AI stocks like Sandisk are at key levels. Also watch Apple, SpaceX and Robinhood.
Micron's $1 trillion valuation is being tested as investors question how long AI memory shortages will last. AMD's broader AI business could help it reach the $1 trillion club, though both companies remain positioned for long-term growth.
Kospi bounced after a near 10% two-day drop as investors awaited Samsung's Tuesday preliminary earnings.
Micron stock had a bad end to the holiday-shortened week but there are already signs it could rebound once the Fourth of July celebrations end. The memory-chip maker fell 5.5% on Thursday after a 10.6% slump in the previous session, taking the shares to $975.56–the first time it’s closed below $1,000 since June 12. While U.S. stock markets are closed Friday, markets were open as normal in South Korea.
It followed a brutal tech rout in the previous session, which mimicked the chip-stocks selloff in U.S. markets where the tech-heavy finished 0.8% lower to end a holiday-shortened week. Trading was halted on the KOSPI Thursday as the slump triggered a sell-side regulatory halt, or “circuit breaker,” very early in the morning session for 15 minutes. The Seoul market is a hostage to the benchmark index’s two largest constituents—memory-chip titans SK Hynix and Samsung Electronics —and the pa
Asian markets pushed higher on Friday after the Dow Jones Industrial Average closed at another record high, with several AI and related chip stocks staging a rebound even as others extended their recent slide.View on euronews
World shares were mixed Friday after the Dow Jones Industrial Average set another record, as some key AI related stocks rose while others extended losses. The future for the S&P 500 gained 0.3% while that for the Dow slipped 0.2%. In European trading, Germany's DAX rose 0.4% to 25,667.73 and the CAC 40 in Paris edged 0.1% lower, to 8,471.19.
Micron Technology just delivered the best quarter in its history. However, three days later, a federal courtroom in California turned that story upside down. A class-action lawsuit filed on June 25 accuses Micron (MU), Samsung, and SK Hynix of secretly restricting memory chip supply to inflate ...
Investors received a sharp reminder that there are other players in the high-stakes AI chip game.
Shares of memory chips maker Micron (NASDAQ:MU) fell 6.9% in the afternoon session after a class-action lawsuit, significant insider selling, and a broader sector-wide selloff prompted investors to take profits.
(Bloomberg) -- Government attempts to address the global memory chip shortage by influencing prices or production capacity would worsen a historic squeeze on supply driven by the artificial intelligence boom, a semiconductor industry group warned the Trump administration. Most Read from BloombergExxon to Change Name for First Time in Decades After RedomicileGermany Rejects Trump’s Demands for NATO Loyalty to WashingtonMeta Is Planning a Cloud Business to Sell AI Computing PowerRussia Indicates U
The iShares MSCI South Korea ETF (NYSEARCA:EWY) just gave back a chunk of its blockbuster year in a single week. EWY closed near $192, down roughly 12% on its most recent trading day. The fund is still up sharply year-to-date, and that round trip in miniature is the EWY story for the next year: the ... The 2 Signals That Will Determine EWY’s Next 12 Months: AI Memory Demand and Samsung Concentration
(Bloomberg) -- Semiconductor stocks are starting the third quarter with their worst two-day selloff in nearly a month. Most Read from BloombergExxon to Change Name for First Time in Decades After RedomicileMeta Is Planning a Cloud Business to Sell AI Computing PowerGermany Rejects Trump’s Demands for NATO Loyalty to WashingtonRussia Indicates Ukraine Fired Long-Range Ballistic MissileKrafton Agrees to Pay ‘Subnautica 2’ Bonuses as Developer’s CEO ResignsThe Philadelphia Stock Exchange Semiconduc
The world’s hottest stock index tumbled Thursday but the tech selloff abruptly reversed ahead of the U.S. open.
Samsung and SK Hynix drag global chip names lower.
Morningstar is warning investors to brace for a reckoning in AI stocks, with memory-chip names sitting on the biggest gains facing the most downside. In a Bloomberg TV segment, Morningstar director of research Lorraine Tan warned that a large slice of AI names could give back 20% to 30% before they become buyable again. For ... Morningstar Warns Of 30% Crash In AI Stocks, Is It Time To Sell Micron?
The dollar fell Thursday after disappointing US jobs data dampened expectations of a quick hike in interest rates.The dollar fell more than one percent against the yen after the data.
Wall Street was mixed in light trading early Thursday as chip stocks fell further and oil prices dipped near their levels before the Iran war began. Futures for the S&P 500 were unchanged before the opening bell, while Dow Jones Industrial futures inched up 0.2%. Nasdaq futures were off 0.4%.
The world’s hottest stock index tumbled Thursday but the tech selloff abruptly reversed ahead of the U.S. open.
The world’s hottest stock index tumbled Thursday as the tech selloff that ravaged U.S. markets spread overseas.
Asian stock markets largely fell back Thursday, following overnight declines on Wall Street of chip
A fourth straight month of gains above 100,000 would represent a run of job growth not seen since the start of 2024
Asian markets mostly fell on Thursday as a heavy sell-off in chip shares spread across the region, while European stocks opened flat and US futures pointed lower ahead of a closely watched American jobs report.View on euronews
Techs retreated as Wall Street braced for the release of the jobs data, key to bets on rate hikes.
(Bloomberg) -- Apple Inc. is in negotiations to purchase chips from two Chinese semiconductor makers on a Pentagon blacklist to help reduce the impact of a global memory shortage that’s forced the company to raise prices across its product line.Most Read from BloombergMeta Is Planning a Cloud Business to Sell AI Computing PowerKrafton Agrees to Pay ‘Subnautica 2’ Bonuses as Developer’s CEO ResignsUS Decides Against Renewing USMCA, Shifting to Rolling TalksSpaceX IPO Left Mirae With No Shares on
Investing.com -- Apple Inc. is in active negotiations to purchase memory chips from two prominent Chinese semiconductor manufacturers that currently reside on a Pentagon blacklist. The high-stakes gamble comes as the iPhone maker scrambles to secure component supplies amid a global memory crunch that has already forced Apple to enact rare, widespread price hikes across its product lineup. According to a report from Bloomberg News, citing people familiar with the matter, Apple is seeking to secur
Samsung, SK Hynix Bet 800 Trillion Won on Expansion as Optical HBM Looms to Reshape DRAM Landscape finance.biggo.com
SK Hynix builds the memory chips wired into Nvidia’s most advanced AI processors, supplying a component so scarce that customers now reserve production years in advance. This week the South Korean company asked U.S. regulators for permission to list its shares on the Nasdaq for the first time in ...
The AI memory shortage that began squeezing hyperscaler supply chains in 2025 has now entered its second calendar year, with Micron Technology guiding fiscal Q4 2026 revenue to roughly $50 billion and HBM4 qualification samples still rationed among lead customers. For investors trying to translate that supply tightness into portfolio exposure, three exchange-traded funds capture ... The AI Memory Shortage Just Entered Year Two and These 3 ETFs Own Every Layer From DRAM to HBM
Samsung Electronics Co., Ltd. and SK Hynix plan to build two new semiconductor fabrication plants each in South Korea as part of a massive national chip manufacturing initiative. $520 Billion AI Push The South Korean government announced on Monday that...
Crealights IPO Highlights AI Silicon Photonics Growth and Global Expansion Electronics Media
Samsung, SK Hynix southwest fab plans put Gwangju's silicon photonics ambitions in focus digitimes
Memory stocks are coming off their peaks hit last week as investors book profits and institutional funds rebalance their portfolios at the start of the year’s second half.
Accelerate software bring-up, enhance collaboration, reduce prototyping costs, and ensure higher safety and reliability across the vehicle lifecycle. The post Re-Engineering Engineering for Automotive with Electronics Digital Twins for the SDV Era appeared first on Semiconductor Engineering.
Samsung Electronics stock has delivered an extremely strong 1 year return, yet the broader valuation checks point to a mixed picture rather than a clear bargain or clear overvaluation at the current share price of ₩334,000. The share price is up 461.8% over the past year, which puts extra focus on whether recent gains are already pricing in much of the good news. The launch of Samsung Electronics' new UFS 5.0 storage for AI focused devices can support expectations for longer term demand,...
Samsung and SK Hynix have announced a multi year semiconductor investment plan in South Korea totaling about $1.3t. The spending is aimed at new chipmaking and advanced packaging facilities that are expected to require extensive process control tools. KLA, traded as NasdaqGS:KLAC, is a key supplier of this equipment and stands directly in the slipstream of this planned capacity build out. For investors watching KLA, this investment wave lands on top of a stock that has already seen very...
Micron Technology, along with Samsung and SK Hynix, faces a class-action lawsuit alleging collusion to fix DRAM prices by restricting production of older chips while focusing on high-bandwidth memory for AI.
Shares of semiconductor materials supplier Entegris (NASDAQ:ENTG) jumped 4.5% in the afternoon session after analysts at Mizuho and UBS raised their price targets on the stock, reflecting an improved outlook for the semiconductor equipment market.
Samsung, SK Hynix and Naver back at least 1,350 trillion won for chips and AI data centers.
Shares of the memory supplier have been on a torrid pace over the past 12 months but technical signals were beginning to appear that the stock might be overbought. Advanced Micro Devices advanced 7.7% to $580.91.
AeroVironment is surging following better-than-expected earnings, ViaSat could be an acquisition target, and Advanced Micro Devices could close with a market value above $900 billion.
South Korea announced over $1 trillion in semiconductor and AI data center investments, and Vertiv is well placed to benefit.
Artificial intelligence has created shortages across nearly every part of the semiconductor supply chain. GPUs have received most of the attention, but memory chips have quietly become just as critical. Every advanced AI accelerator depends on high-bandwidth memory (HBM), and manufacturers are struggling to keep pace. Even after investing billions of dollars to expand production, ... Micron Hit With Price-Fixing Lawsuit: Real Collusion or Simple Supply and Demand?
Memory has become the hottest corner of the AI trade, and after a sharp pullback in Micron, SK Hynix, and Samsung, investors want to know if it’s a buying opportunity or a warning sign. Thomas DiFazio, ETF Strategist at Roundhill Investments breaks down the firm’s DRAM ETF and why he believes this memory cycle is still in its early innings.
The computational storage market is set to surge from USD 0.93 billion in 2026 to USD 4.30 billion by 2032, with a CAGR of 29.0%. Driven by the need for efficient data processing near storage, computational storage supports the growing AI, big data, and high-performance computing demands. Key growth areas include the programmable computational storage segment, offering customizable data processing, and the enterprise storage segment, capitalizing on data center adoptions. China is leading in mar
AeroVironment, Concentrix, Strategy, and Super Micro are among the biggest movers ahead of the open Tuesday.
LiveOne (LVO) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might help the stock continue moving higher in the near term.
The tech resurgence was running out of steam ahead of the open Tuesday but there were still plenty of AI and chip stocks on the move.
Samsung Electronics and SK Hynix are making one of the biggest bets yet on the artificial intelligence boom with investments worth hundreds of billions of dollars, but the planned capacity buildout is stoking fears of a painful reckoning if AI spending cools. The tech giants won praise - and a deep bow - from President Lee Jae Myung after throwing their weight behind the government's semiconductor push, in an apparent departure from a previously restrained approach to capacity expansion shaped
A recent This Week in Tech (TWiT) episode titled “Flock of SQLs,” explored an unintended consequence of the AI boom that feels meaningful for semiconductor and consumer hardware stocks. A global RAM shortage driven by AI data center demand is forcing device makers to raise prices. The three dominant memory suppliers, SK Hynix, Micron, and ... Tech Experts Warn: Memory Shortage Crisis Won’t Ease Until 2028, and RAM Makers Have No Incentive to Fix It
CNBC’s Oliver Renick highlighted a split in investor sentiment on his Options Action segment this morning. Melius Research initiated coverage of Seagate and Western Digital as Buy-rated stocks, with price targets about 55% above current levels. Renick reported that options flow leaned bullish in each stock, with roughly twice as many calls bought as puts, ... Analysts See 55% Upside in Seagate and Western Digital Despite Chip Sector Weakness
Micron stock wavered Monday on news of a federal civil antitrust lawsuit accusing it and two other memory-chip makers of price-fixing.
South Korea's Kospi recovers most losses as chip giants pledge massive AI infrastructure spending.
Software names rally as semiconductors lag.
Four new fabs and a doubling of DRAM output anchor President Lee's semiconductor strategy
Micron stock fell Monday on news of a federal civil antitrust lawsuit accusing it and two other memory-chip makers of price-fixing.
Investing.com -- In a note to clients on Monday, Barclays raised its price targets on Samsung and SK Hynix, citing strong high-bandwidth memory demand and improving pricing trends, as the bank said it remains bullish on AI despite rising sector volatility.
Three times the current price would put Micron Technology (NASDAQ:MU) somewhere around $3,000 a share. That is a number that sits above every published Wall Street target on the stock. The only way there runs through a memory supercycle that lasts longer and runs hotter than even bulls currently model. Let’s take a look at ... How Micron Could 3x From Here If AI Memory Demand Keeps Exploding
(Bloomberg) -- Microsoft Corp. shares are heading for their worst month since the dot-com era as investors continue to fret about how the software giant will fare in a world marked by artificial intelligence.Most Read from BloombergTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsUS and Iran Agree to Halt Attacking Each Other Ahead of TalksOil Trades Near Four-Month Low as US and Iran Halt Fresh AttacksAramco Helicopter Crash in Ras Tanura Kills All 14 on BoardPrabowo Risks Prompt
SK Hynix and Samsung are set to spend a combined 800 trillion won ($518.58 billion) to build new chip-making hubs in southwest Korea.
U. S. stock index futures pointed to a stronger start on Monday, with technology shares expected to drive early gains after last week’s broad sell-off.
South Korea announced three "mega projects" on Monday covering semiconductors, physical AI and AI data centres, with Samsung Electronics, SK Group and government ministries outlining investment plans. Below is a summary of the investments and targets announced at the event and in corporate and government statements. Samsung plans to invest 400 trillion won ($259.25 billion) in new semiconductor fabs in the southwestern city of Gwangju.
Huge demand for the components that power artificial intelligence presents South Korea with an opportunity to bolster its chip industry against rivals such as China, analysts say.With China in particular racing to develop its tech industry, Seoul sees the boom period as a "one-time opportunity" to close the gap, said Lian Jye Su, a chief analyst at Omdia.
Investing.com -- Citi analysts have updated the firm’s AI compute semiconductor stock rankings following the latest quarterly earnings updates, telling investors in a note that AI compute demand remains undersupplied.
4:15pm: New record close for the Dow US stocks were boosted on Monday by easing geopolitical tensions and a Supreme Court ruling that backed the Fed’s independence, which saw the Dow Jones add 0.6% to close about 52,000 for the first time at 52,182. The Nasdaq added 2.1% at 25,820 points and...
(Bloomberg) -- South Korean stocks recouped earlier losses as Samsung Electronics Co. and SK Hynix Inc. pledged massive investment during a government briefing that underscored the country’s commitment to AI development.Most Read from BloombergTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsAramco Helicopter Crash in Ras Tanura Kills All 14 on BoardOil Pares Early Gains as US, Iran Halt Attacks After Flare-UpUS and Iran Agree to Halt Attacking Each Other Ahead of TalksAn Analyst’s
South Korea is launching a 1,350 trillion won ($880 billion) plan in corporate investments to build out critical AI infrastructure and cement its global dominance in the semiconductor market. President Lee Jae Myung called the sweeping mega-project a "national survival strategy" for the AI era. Bloomberg's Avril Hong breaks down the press conference, where President Lee was joined by the CEOs of tech giants Samsung and SK Hynix to outline the multi-year roadmap.
Micron stock was gaining despite SK Hynix and Samsung being set to spend a combined 800 trillion won ($518.58 billion) to build new chip-making hubs in southwest Korea
Samsung shares dropped 4% in Seoul on Monday, while SK Hynix shares dipped nearly 2%.
U.S. stocks rose Monday and recovered some of their losses from a rare losing week. The S&P 500 climbed 1.2% and broke a five-day losing streak. The Dow Jones Industrial Average added 306 points, or 0.6%, and the Nasdaq composite rallied 2.1%.
South Korea on Monday laid out a sweeping industrial strategy centred on semiconductors and artificial intelligence, as President Lee Jae Myung unveiled over $576 billion in chip investment to secure global dominance and rebalance growth. The plan, anchored by Samsung Electronics and SK Hynix, marks Lee's boldest push yet to align South Korea's AI and chip ambitions with his pledge to narrow domestic regional disparities and revive economies beyond the Seoul metropolitan area. Flanked by the
(Bloomberg) -- China, India, and Hong Kong have emerged as the only major stock markets worldwide where top companies account for a smaller share of market capitalization than a year ago, underscoring their lag in the global AI race.Most Read from BloombergTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsAramco Helicopter Crash in Ras Tanura Kills All 14 on BoardAnthropic’s Mythos 5 AI Model Cleared by US for Wider UseUS Launches Fresh Strikes on Iran Targets After Drone HitsAn Ana
Samsung Electronics (KOSE:A005930) has placed a substantial share repurchase program on the agenda for its next Board of Directors meeting. The board is expected to review the potential buyback and its scope at an upcoming session, with outcomes yet to be announced. If approved, the move would add a fresh element to Samsung Electronics' capital management approach and shareholder return policy. Samsung Electronics sits at the center of global technology supply chains, with core businesses...
Amkor Technology, Inc. (NASDAQ:AMKR) is one of the Top 13 Stocks That Will Skyrocket. This stock is part of a pitch by Ian King and George Gilder. They start by touting it as a “50-year veteran in the chip industry that’s finally coming to America.” In fact, this firm is so important that it’s been […]
The AI boom has transformed one of the semiconductor industry’s most cyclical businesses into one of its tightest markets. Memory chips, once plagued by oversupply and collapsing prices, have become one of the biggest bottlenecks for AI infrastructure. That shortage has helped lift Micron Technology (NASDAQ:MU), Samsung Electronics, and SK hynix to record profitability as ... Apple Wants to Buy Blacklisted Chinese Memory. Micron Has Nothing to Worry About
Meta Platforms, Inc. (NASDAQ:META) is one of the top trending US stocks to buy now. Reuters reported on June 22 that Kunal Shah, founder of the Indian fintech firm, will become Meta-owned WhatsApp’s new leader, according to Meta Platforms, Inc.’s (NASDAQ:META) current head Will Cathcart statement on Monday in a post on X. It further […]
The S&P 500 Index ($SPX ) (SPY ) on Friday closed down -0.05%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.09%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -1.09%. September E-mini S&P futures (ESU26 ) fell -0.12%, and September E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is down -0.54%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.42%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.38%. September E-mini S&P futures (ESU26 ) are down -0.51%, and September E-mini Nasdaq futures...
"This volatility is, in our view, evidence of excessive froth and calls into the question the sustainability of this rally."
SK Hynix plans to list shares on the Nasdaq stock exchange on July 10.
Micron's outlook eased chip-demand fears, but inflation concerns quickly reignited volatility across AI-focused stocks.
Apple and Microsoft price hikes raise concern that higher component costs could slow device demand and pressure AI-linked chip stocks.
South Korean chip stocks tumbled over 10% as Apple pricing and AI concerns rattled investors.
September S&P 500 E-Mini futures (ESU26) are down -0.51%, and September Nasdaq 100 E-Mini futures (NQU26) are down -1.18% this morning as renewed selling pressure hit the tech sector, with chipmakers leading the declines.
South Korea's benchmark Kospi tumbles as much as 8% Friday, before recovering slightly to end down 5.8%.
In a note on Friday, Kindig argued that widespread shortages across high-bandwidth memory, conventional DRAM and NAND flash continue to give memory makers significant pricing power.
FTSE 100 falls 35 points to 10,495 Apple price hike weighs on tech stocks Softbank sinks 14% in Tokyo 4.02pm: Losses cut on both sides of the pond The FTSE 100 has cut losses, in line with a more positive mood across the pond. Losses for the London index have been trimmed from...
Shares of Micron Technology (NASDAQ:MU) are down 7% to $1,130 in early Friday trading. SanDisk (NASDAQ:SNDK) is slipping 7% to $2,176, while Western Digital (NASDAQ:WDC) is declining 6% to $626. The coordinated retreat across the three biggest U.S. memory and storage names suggests profit-taking rather than a thesis-breaking shift. The trio had ripped higher into ... Micron, SanDisk, and Western Digital Fall 7% as Memory Rally Cools
DEEPX, an on-device AI semiconductor pioneer, today announced that its ultra-low-power NPU technology is powering the Sixfab AI HAT+ for Raspberry Pi 5, a new edge AI acceleration board developed by Sixfab, an edge AI hardware solutions company and Official Raspberry Pi Design Partner.
Samsung may unveil a 1,000 trillion won spending plan as South Korea pushes chips, AI data centers, and physical AI.
(Bloomberg) -- Two of China’s best-known hedge fund managers are warning that the artificial intelligence boom in global stock markets has become an unsustainable bubble.Most Read from BloombergApple Shares Sink After Price Hikes Hit iPads and MacsInvestor Who Scored 900% Win in 2008 Crisis Has New Big Short BetShip Struck in Hormuz as Oil Supertankers Turn Back AgainIndonesia Opens Door to Dirty Money to Fund Prabowo’s PlansMamdani Delivers Rent Freeze in Milestone for NYC TenantsWealspring Ass
South Korea's benchmark Kospi tumbled as much as 8% Friday, before recovering slightly to end down 5.8%.
South Korean chip stocks tumble as Samsung and SK Hynix volatility raises investor concerns.
Micron Rockets Higher, Dragging Global Chip Stocks Into Green Zone
(Bloomberg) -- Asian technology stocks slumped after Apple raised prices for its products, stoking concern that rising component prices will curb demand for devices and eventually slow the memory chip rally that has powered much of the AI trade.Most Read from BloombergApple Shares Sink After Price Hikes Hit iPads and MacsInvestor Who Scored 900% Win in 2008 Crisis Has New Big Short BetShip Struck in Hormuz as Oil Supertankers Turn Back AgainStocks Whipsaw as Micron Surges While Apple Sinks: Mark
Investing.com - U.S. stock futures were mixed on Friday as investors remain cautious after another difficult week for technology stocks. Reports that OpenAI may delay its highly anticipated stock market debut added to concerns around lofty AI valuations, while Apple’s recent price hikes continued to weigh on sentiment.
Stocktwits data showed retail sentiment around SPY sunk to ‘extremely bearish’ territory, while QQQ sentiment remained ‘bullish.’
We have spent two years watching the AI build-out through an American lens. Nvidia Corp (NASDAQ:NVDA, XETRA:NVD), Microsoft Corp (NASDAQ:MSFT), OpenAI (Unlisted:OPAI), the hyperscalers and their hundred-billion-dollar capex pledges. On Monday, South Korea will remind everyone that the...
DEEPX, an on-device AI semiconductor pioneer, today announced that its ultra-low-power NPU technology is powering the Sixfab AI HAT+ for Raspberry Pi 5, a new edge AI acceleration board developed by Sixfab, an edge AI hardware solutions company and Official Raspberry Pi Design Partner.
STORY: Samsung will announce on Monday plans to invest almost $648 billion in South Korea over 10 years.That's according to the Maeil Business Newspaper, which reported that the investment includes a potential $194 billion to build chip factories in the southwest of the country.Without citing sources, it said the plan also includes AI data centers, batteries and displays.It added that the move will be announced at a meeting with country President Lee Jae Myung at the presidential office.There wa
Samsung Group will unveil a sweeping decade-long investment plan on Monday, pledging 1,000 trillion won ($648 billion) to anchor South Korea's next growth cycle, including a possible 300 trillion won push to build chip factories in the country's southwest, a media report said. The investment, which would include AI data centers, batteries and displays, will be announced at a meeting with President Lee Jae Myung at the presidential office, the Maeil Business Newspaper said on Friday, without
IBM (IBM) hasn’t built a commercial computer chip of its own in nearly a decade. On Thursday, June 25, the company said its research labs had cracked something the rest of the chip industry hasn’t managed yet. The breakthrough has nothing to do with software, and everything to do with one tiny ...
Shinhan Sees Stepwise Profit Growth at Sungho Electronics, Korea's Only CPO Stock Seoul Economic Daily
As massive data center demand reshapes the digital memory industry, Micron and SK Hynix stand at the center of a powerful long-term growth trend.
SK Hynix Explodes After Massive Nasdaq Listing Plan and Micron Boost
The iShares China Large-Cap ETF (NYSEARCA:FXI) is the default way most U.S. investors play China’s AI trade. FXI holds the country’s biggest tech names, Alibaba, Tencent, Baidu, Meituan, and JD, which is exactly what investors want when they bet that China’s hyperscalers will mirror the U.S. AI capex cycle. The case for owning FXI has ... Forget FXI. The South Korea Fund Beating China’s AI Trade Charges 19% Less
The semiconductor industry has spent the last decade racing toward a physical wall. Engineers have steadily shrunk transistors to pack more computing power onto ever-smaller chips, but that strategy is running out of room. At today’s leading-edge process nodes, components are measured in just a handful of atoms. Heat, power leakage, and manufacturing complexity have ... No, IBM Is Not Becoming a Chipmaker — But It Just Revolutionized the Industry Anyway
Memory chipmakers have for decades been trapped in boom-bust cycles, with capacity buildouts hitting the market just as demand craters. Micron, Samsung and SK Hynix are now trying to convince investors this time is different, arguing long-term deals will keep cash flowing even if the datacenter boom bursts. Micron said on Wednesday customers such as Nvidia had committed $22 billion to lock in supplies of memory chips, playing up huge growth in five-year "take-or-pay" deals that require clien
Chipmaker plans ADR debut to fund AI memory expansion after a year of massive share gains.
SK Hynix will be easier for investors to buy. Will that hurt demand for South Korean funds and the DRAM ETF?
Delray Beach, FL, June 25, 2026 (GLOBE NEWSWIRE) -- The report "Data Center Storage Market By Storage Medium (SSDs, HDDs), Interface (SATA, SAS, NVMe), End User (Hyperscale/Cloud Service Providers, Enterprises, Government & Public Sector), Form Factor (3.5-inch, 2.5-inch, M.2), and Capacity - Global Forecast to 2032", The data center storage market is projected to reach USD 142.58 billion by 2032 from an estimated USD 89.09 billion in 2026, at a CAGR of 8.2% during the forecast period. Growth in
Micron Technology edged past the market valuation of Meta Platforms and briefly Tesla's for the first time on Thursday, after the memory chipmaker's solid forecast helped extend its AI-driven ascent. The company's shares were last up 18.4% at $1,236, giving it a market capitalization of $1.398 trillion, compared with Meta's $1.392 trillion. Tesla had a market value stood of $1.4 trillion.
Micron Technology stock surged ahead of the open Thursday after the memory chip maker reported strong third-quarter earnings. Micron reported adjusted earnings per share of $25.11. Micron’s closely watched adjusted gross margin was 85%, again beating Wall Street’s consensus.
The chipmaker's fiscal third-quarter results topped expectations across the board, lifting chip stocks worldwide
Micron stock was surging as the company delivered reassurance the memory-chip boom can last for longer than expected.
Asian stock markets largely joined the global tech rally Thursday, which was re-ignited late Wednesd
Micron stock was surging as the company delivered reassurance the memory-chip boom can last for longer than expected.
Shares of wireless chipmaker Qualcomm (NASDAQ:QCOM) fell 4.7% in the afternoon session after a leverage-driven rout in South Korean chipmakers, renewed doubts about debt-funded AI capital spending, and a hawkish repricing of Fed rate expectations hit the year's most crowded trade, leaving the whole complex hostage to Micron's earnings after the close.
Shares of networking chips designer Marvell Technology (NASDAQ: MRVL) fell 4.1% in the afternoon session after a leverage-driven rout in South Korean chipmakers, renewed doubts about debt-funded AI capital spending, and a hawkish repricing of Fed rate expectations hit the year's most crowded trade, leaving the whole complex hostage to Micron's earnings after the close.
Global chip stocks surged on Thursday after Micron Technology's blockbuster results reignited the AI-driven rally, as investors grew more confident about persistent demand and tightening supply. Micron, a key supplier for Nvidia's AI chipsets alongside South Korean chipmakers, surged more than 17% in U.S. premarket trading after it forecast quarterly profit and revenue well above expectations. The company, whose shares have more than tripled in value so far this year, also said its customers h
Shares of data storage manufacturer Seagate (NASDAQ:STX) fell 7.1% in the afternoon session after a leverage-driven rout in South Korean chipmakers, renewed doubts about debt-funded AI capital spending, and a hawkish repricing of Fed rate expectations hit the year's most crowded trade, leaving the whole complex hostage to Micron's earnings after the close.
Shares of Micron Technology surged ahead of the open Thursday after the memory chip maker reported strong third-quarter earnings. Micron reported adjusted earnings per share of $25.11. Micron’s closely watched adjusted gross margin was 85%, again beating Wall Street’s consensus.
The investment banking firm cites stronger confidence in IBM's software growth for the second half of 2026.
Whether the questions are technical or fundamental in nature, markets are wondering more and more about this new industrial revolution.
Micron (MU) reported third quarter results on Wednesday after the closing bell. Adjusted earnings per share (EPS) came in at $25.11 (compared to analyst estimates of $20.49), and revenue came in at $41.46 billion (compared to analyst estimates of $35.69 billion). CFRA Research senior vice president and equity analyst Angelo Zino chats with Yahoo Finance about the results.
When you think about memory chips, you might think of South Korea. That’s because semiconductor companies Samsung Electronics and SK Hynix dominate that market. But Micron Technology, Inc. (MU) has been gaining momentum. The Idaho-based company is the only US manufacturer of cutting-edge DRAM ...
Micron forecast quarterly profit and revenue well above expectations on Wednesday and said its customers had committed $22 billion to lock in supplies of memory chips, sending its shares surging 12% in after-hours trading. The forecast - and third-quarter results that beat Wall Street estimates - underscore how AI-driven shortages are forcing Micron's large-scale data center customers to fund capacity, reshaping the memory market. Micron, a key supplier for Nvidia's AI processors, has benefi
Air Products & Chemicals (NYSE:APD) is a stock worth owning for decades because it sells an essential, contractually locked-in product into every corner of the global industrial economy and has raised its dividend for 44 consecutive years. For a retirement investor who has been whipsawed by thematic trades, this is the kind of position that ... 1 High-Yielding Industrial Juggernaut to Buy and Never Sell
Qualcomm said on Wednesday that Microsoft and Meta Platforms will use its new AI chips and that it will make custom chips for two other unnamed "hyperscalers." The San Diego-based company, which is the industry leader in smartphone chips, held an investor presentation to showcase its move into supplying AI chips for data centers as it tries to gain a foothold in a market dominated by Nvidia. The shift reflects mounting pressure in the smartphone market, which has been squeezed by a memory
The reported plan comes as memory-chip profits rebound on AI demand.
Arm Holdings stock is dropping once more, but that isn’t stopping analysts from hiking price targets.
SK Hynix, the giant South Korean chipmaker, formally filed on Wednesday to list its stock on the Nasdaq, in what would be another multibillion-dollar, AI-related IPO. The company, which primarily makes memory chips, plans to raise $29 billion, reports said. SK Hynix is the largest company in South Korea's Kospi index, representing nearly 28% of the index's weighting, according to FactSet.
Massive repurchase plan could boost shareholder returns.
U.S. stock futures were mostly higher after AI-bubble fears prompted a two-day slide in tech shares.
Q4 Momentum Continues with $18.9M Revenue; Audio Division Generates $18.3M Revenue and $2.4M Adjusted EBITDA*Increased fiscal 2027 guidance to $85M–$95M+ in revenue and $8M–$10M+ in Adjusted EBITDA*, excluding corporate overhead, reflecting strong confidence in continued growth Achieved a 52% year-over-year reduction in operating expenses through aggressive AI-driven efficiencies and a streamlined workforce from 350 to 88 employees Expanded stock repurchase program by over $7M, with approximatel
Micron’s fourth-quarter outlook will be closely watched. The red-hot memory stock needs a big number.
(Bloomberg) -- The volatility in South Korea’s benchmark equity index has become so extreme that investors and analysts are likening the market’s surging intra-day swings to the meme-stock frenzy.Most Read from BloombergStocks Slide as Wall Street Gets AI Wake-Up Call: Markets WrapOracle Cut 21,000 Jobs in 12 Months, Says AI Replaced Some Roles‘FOMO Really Got Me’: Taiwanese Go Deep Into Debt to Amp 100% Stock RallySpaceX Falls for Third Day, Erases $600 Billion in Market ValueKorean Stocks Tumb
The South Korean company is aiming to raise tens of billions of dollars as it battles to meet soaring demand for memory chips.
Tech stocks looked set to claw back some losses on Wednesday as investors bought the dip following a global selloff that dragged down shares in chip makers including Intel and Micron. Nasdaq 100 futures rose 0.5%. Dow Jones Industrial Average futures slid 83 points, or 0.2%.
(Bloomberg) -- SK Hynix Inc. is looking to raise 45.45 trillion won ($29.4 billion) by selling depositary receipts on the Nasdaq exchange.Most Read from BloombergStocks Slide as Wall Street Gets AI Wake-Up Call: Markets WrapOracle Cut 21,000 Jobs in 12 Months, Says AI Replaced Some Roles‘FOMO Really Got Me’: Taiwanese Go Deep Into Debt to Amp 100% Stock RallySpaceX Falls for Third Day, Erases $600 Billion in Market ValueKorean Stocks Tumble 10% as Extreme Volatility Rattles InvestorsThe company
(Bloomberg) -- Leveraged exchange-traded funds tracking Samsung Electronics Co. or SK Hynix Inc. were likely forced to sell a combined $6 billion of the Korean chipmakers’ shares Tuesday to maintain leverage ratios, underscoring how such products can amplify market moves, according to Bloomberg Intelligence. Most Read from BloombergStocks Slide as Wall Street Gets AI Wake-Up Call: Markets WrapOracle Cut 21,000 Jobs in 12 Months, Says AI Replaced Some Roles‘FOMO Really Got Me’: Taiwanese Go Deep
KOSPI's early 4% rebound faded as SK Hynix reversed sharply, pulling the index back toward 8,300 ahead of Micron's earnings.
Micron’s fourth-quarter outlook will be closely watched. The red-hot memory stock needs a big number.
Stocks wavered to a mixed close on Wall Street Wednesday as technology stocks once again weighed down the market. Declines for several influential tech heavyweights, including Microsoft, pulled the broader market lower even though most stocks in the S&P 500 gained ground. The S&P 500 fell 7.24 points, or 0.1%, to 7,358.22, despite nearly 2 out of every 3 stocks gaining ground.
Apple's artificial intelligence story isn't fading after its Worldwide Developers Conference. If anything, Wall Street is still going deeper into what Apple showed, what it promised, and how these new AI tools can change the company’s growth story and impact its stock price. Analysts are ...
SK Hynix's overtaking of Samsung Electronics to become South Korea's most valuable firm was the culmination of 14 years of bets that brought it skepticism and scorn but ultimately put it at the centre of the global AI gold rush. In 2012, conglomerate SK Group acquired Hynix Semiconductor in a deal that was considered financially irresponsible. Samsung, in contrast, was valued at more than 10 times SK Hynix and was the global leader in Dynamic Random-Access Memory (DRAM), a memory type that po
South Korean stocks bounced back Wednesday from the previous day's rout, while the rest of Asia fought to recover from a region-wide sell-off amid lingering concern about the AI spending boom.Jakarta shed two percent as stock compiler MSCI delayed a decision on whether to downgrade the Indonesia market amid concerns about "opacity in shareholding structures".
The memory chip superstar will deliver a highly anticipated earnings report Wednesday afternoon.
South Korea's government is in talks with Samsung Electronics and SK Hynix over plans for the next phase of large-scale investments in semiconductor production facilities, an official said on Wednesday, adding an announcement on a new chip cluster would be made soon. "Exponential and explosive" growth in demand for chips driven by the AI industry could require the two companies to speed up ongoing construction of new chip facilities by more than 10 years to 2034-2035, presidential pol
Samsung Electronics said on Wednesday it was considering buying back shares to fund stock-based employee compensation tied to its 2026 performance, but that no details including timing or size of the buyback had been decided. The clarification came in a regulatory filing after local media reported that Samsung would buy back 90 trillion won ($58.61 billion) worth of shares from next month. Samsung's management and union last month reached a pay deal under which Samsung is expected to set
Volatility has returned to the stock market, and AI is once again the culprit.
Advantest Partners with OpenLight to Develop Silicon Photonics Test Solutions for High-Volume Manufacturing Electronics Media
Shares of computer processor maker AMD (NASDAQ:AMD) fell 6.3% in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion rattled the AI-chip complex.
Shares of leading designer of graphics chips Nvidia (NASDAQ:NVDA) fell 3.7% in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion rattled the AI-chip complex.
Shares of computer processor maker Intel (NASDAQ:INTC) fell 5.9% in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion rattled the AI-chip complex.
Shares of semiconductor designer Lattice Semiconductor (NASDAQ:LSCC) fell 7.8% in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion rattled the AI-chip complex.
Shares of memory chips maker Micron (NASDAQ:MU) fell 13.6% in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion rattled the AI-chip complex.
A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion rattled the AI-chip complex.
A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion rattled the AI-chip complex.
Shares of data storage manufacturer Seagate (NASDAQ:STX) fell 6% in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion rattled the AI-chip complex.
South Korea's main stock market index, heavy with chipmakers leveraged to the AI boom, met the technical definition of a correction on Tuesday.
Micron’s Anthropic agreement keeps the AI-memory story in view, with earnings set to show whether HBM demand, pricing, and margins can support expectations after the pullback.
Micron stock is dropping after SK Hynix and Samsung stocks tumbled Tuesday on the KOSPI index as the tech selloff gathers pace.
A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion rattled the AI-chip complex.
Shares of fabless chip and software maker Broadcom (NASDAQ:AVGO) fell 2.9% in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion rattled the AI-chip complex.
A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion rattled the AI-chip complex.
A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion rattled the AI-chip complex.
Micron stock is dropping after SK Hynix and Samsung stocks tumbled Tuesday on the KOSPI index as the tech selloff gathers pace.
(Bloomberg) -- South Korea’s AI-fueled selloff has put a spotlight back on one of the fastest-growing corners of retail investing: leveraged exchange-traded funds.Most Read from BloombergStocks Slide as Wall Street Gets AI Wake-Up Call: Markets WrapSpaceX Falls for Third Day, Erases $600 Billion in Market ValueKorean Stocks Tumble 10% as Extreme Volatility Rattles InvestorsOracle Cut 21,000 Jobs in 12 Months, Says AI Replaced Some Roles‘FOMO Really Got Me’: Taiwanese Go Deep Into Debt to Amp 100
The Fund Is Heavily Exposed to Korean Stocks That Plunged Tuesday
Global stocks extended losses on Tuesday in a sell-off driven by chipmakers and other tech companies that have recently benefited from market enthusiasm for the prospects of artificial intelligence. The tech-heavy Nasdaq composite index was down 2.21 percent at the market’s close. Subscribe to The Post Most newsletter for the most important and interesting stories from The Washington Post. Among the main drivers were Sandisk and Micron Technology, which specialize in memory and storage. Both wer
Meta Platforms expands Instagram TV to more devices, adds AI-powered video features and shares viewing tools as it pushes for higher engagement.
Bank of America sees $1,500 for Micron stock, but options, money flow and crypto positioning reveal a divided market before earnings.
Events in South Korea created jitters in the U.S. technology markets.
Micron stock is dropping after SK Hynix and Samsung stocks tumbled Tuesday on the KOSPI index as the tech selloff gathers pace.
The company's backlog continues to grow and its signing more and more higher margin slot reservation agreements for its gas power turbines.
Global stocks fell sharply Tuesday and appeared poised to extend losses in a sell-off driven by tech heavyweights. The Nasdaq composite index was down more than 2 percent at the market’s open. South Korea’s KOSPI index fell nearly 10 percent, with Samsung Electronics and semiconductor maker SK Hynix each losing more than 12 percent of their value. The sell-off triggered a trading halt Tuesday afternoon, according to South Korean news agency Yonhap.Subscribe to The Post Most newsletter for the mo
AI Stock Meltdown Deepens as South Korean Chip Giants Plunge 12%
AI Spending Surge Could Fuel Chip Rally Through 2028, BofA Says
Samsung Electronics Co., Ltd. (OTC:SSNLF) is one of the fastest-growing high-bandwidth memory stocks to buy. The company gave a direct HBM hook on May 29, 2026, when it began shipping 12-layer HBM4E samples to major global customers. Samsung said the product delivers a stable pin speed of 14Gbps, scalable up to 16Gbps, with memory bandwidth […]
A South Korean memory selloff rippled through the U.S. on Tuesday morning, but Dan Ives isn't worried.
SK hynix's shares are up by almost 900% over the past 12 months, compared to almost 180% for the broader KOSPI index.
Samsung Electronics unveiled its new Universal Flash Storage 5.0 solution for AI-focused mobile devices. The company positions UFS 5.0 as an industry-leading storage technology aimed at on-device generative AI use cases. The announcement highlights faster data handling and improved power efficiency for smartphones, XR devices and AI wearables. For investors tracking Samsung Electronics, KOSE:A005930, the UFS 5.0 launch sits alongside a share price of ₩318,500. The stock is up 8.9% over the...
Single-stock leveraged ETFs were ticking time bombs. And they just blew up in Korea.
Single-stock leveraged ETFs were ticking time bombs. They just blew up in Korea.
Tech stocks led the losses on Tuesday as investors went risk-off.
Tech stocks shriveled up Tuesday as fears about an AI bubble sapped market momentum.
South Korea's KOSPI Composite Index (^KS11), which contains SK Hynix (000660.KS) and Samsung (005930.KS), sank by just below 10% on the declines from both of these memory chipmakers. Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at the broader chip and semiconductor sector amid Tuesday's tech sell-off.
The tech-heavy Nasdaq Composite was down more than 2% at the time of writing, on track for its second-worst single-day performance after tanking 4% earlier this month.
Technology stocks may face spillover impact from the recent sharp selloff in South Korea, though the
For the first time in a quarter century, Samsung Electronics is no longer the undisputed king of the Korean stock market.
Shares of SanDisk (NASDAQ:SNDK) are leading a sharp memory-chip selloff Tuesday morning session, with SanDisk stock down 11% to $2,027.50. The decline comes one day after the stock closed at a record high, capping a stunning run higher. Micron Technology (NASDAQ:MU) stock is sliding alongside it, off 10% to $1,085, while Western Digital (NASDAQ:WDC) shares ... SanDisk Plunges 11%, Micron and Western Digital Slide 10% as Korean Market Crash Hits Memory Chips
Chainlink has launched APAC Equities Streams, bringing real-time price data for Japanese and South Korean stocks onchain. The initial rollout covers the Tokyo Stock Exchange ...
AI Chip Boom Wobbles: Micron Stock Hit Hard as Investors Dump Semiconductor Leaders
Chip stocks tumble, SpaceX falls 4.5%, and investors question returns on massive AI spending.
STORY: From SK Hynix taking a lead to Apple's reported price hikes, this is Tech Weekly.:: Tech WeeklySK Hynix overtook rival Samsung Electronics to become South Korea's most valuable listed company.Shares rose high enough to turn SK Hynix into the world's most valuable memory chipmaker.And it dragged its market capitalization up to $1.35 trillion.That was slightly ahead of Samsung Electronics, which had been top since 2000.Apple plans to raise prices for its products due to a shortage of memory
Asian stock markets retreated Tuesday, following overnight signals on Wall Street that the tech- and
US equity futures were tracking in the red on Tuesday amid a broader tech sell-off despite signs of
Hot AI leaders such as Micron and Sandisk dived early Tuesday as South Korea led a global stock market rout.
The world's hottest stock market fell 10% Tuesday. The tech selloff may just be getting started.
South Korea's Kospi fell nearly 10% and Micron stock dropped 11% as a rout in AI-linked chip stocks spread across continents
The world's hottest stock market fell 10% Tuesday. The tech selloff may just be getting started.
(Bloomberg) -- South Korean stocks tumbled as investors sold off chip heavyweights on renewed concerns that the rally has become overstretched.Most Read from BloombergSpaceX Falls for Third Day, Erases $600 Billion in Market ValueIran Says Hormuz Closed Again as Talks With US Set to OpenStocks Fall as SpaceX’s Rout Offsets US-Iran Hopes: Markets WrapUS and Iran Make ‘Progress’ in Talks, Aim to Keep Hormuz OpenMeta Taps New WhatsApp Boss in $900 Million Bet on India’s CredThe Kospi Index fell as
AI-linked stocks dropped in the U.S. premarket and across Asian markets on Tuesday.
A slump in high-flying technology stocks dragged down global markets Tuesday, with Wall Street tumbling again on valuation concerns and persistent worries over huge AI outlays."There are some concerns about sentiment valuations and positioning, I would say, more so rather than a notable shift in the AI fundamental story," Kourkafas said.
The global AI boom has turned South Korean chipmaking giants SK Hynix and Samsung Electronics into stock market darlings. It has also thrust their employees into the top tier of the country's highly competitive marriage market. South Korean matchmaking firms say people working at the firms are now being ranked alongside doctors, lawyers and people from other traditionally elite professions as hefty bonuses linked to the global AI boom create a new class of affluent employees.
Losses for Korean memory chipmakers fueled AI trade doubts, piling further pressure on techs even amid progress in US-Iran talks.
Shares of memory chips maker Micron (NASDAQ:MU) jumped 4.8% in the afternoon session after two more major Wall Street price target upgrades arrived ahead of its fiscal Q3 earnings report later in the week.
Netflix stock is on track for its worst day in nearly two months and a fraction higher than its 52-week low of $71.8 per share.
Micron (MU) stock hit a new all-time high on Monday after the company's deal with Anthropic (ANTH.PVT) was announced. Yahoo Finance Senior Business Reporter Ines Ferré takes a closer look in the video above.
Micron stock was rising after it announced a memory and storage supply deal with AI start-up Anthropic.
Several of the best-performing dividend ETFs of 2026 have benefited from heavy exposure to AI-related semiconductor stocks, leaving investors more vulnerable to a tech selloff than they may realize.
David Tepper added to his position in the iShares MSCI South Korea ETF (NYSEARCA:EWY) during the first quarter of 2026, building on a stake he first established in the fourth quarter of 2025. He bought Micron Technology (NASDAQ:MU) at the same time. The pairing tells you what the trade actually is. One memory bet wears ... David Tepper’s Most Ignored Trade of 2026 Is a $400 Million Bet on an Entire Country’s Economy
Micron stock was rising after it announced a memory and storage supply deal with AI start-up Anthropic.
Memory chipmaker SK Hynix (000660.KS) has accelerated ahead to become South Korea's most valuable company with a market cap of $1.36 trillion. Yahoo Finance Tech Editor Dan Howley discusses SK Hynix's gains resulting from the memory chip rally.
Micron stock keeps rising with memory-chip prices but ING warns Chinese competition could eventually curb the gains.
9.55am: Dow up but Nasdaq flat US stocks were showing a familiar split in opening trades, with the Dow Jones opening up 0.5% as investors rotate into cyclical and defensive blue chips including JPMorgan, Goldman Sachs, Caterpillar, UnitedHealth and Amgen. The S&P 500 climbed just over...
The memory chipmaker's market cap hit $1.35 trillion, ending Samsung's 26-year run at the top of the Korea Exchange
U. S. stock index futures recovered part of their earlier losses on Monday after signs of progress emerged from diplomatic discussions between Iran and the United States, easing concerns about renewed tensions in the Middle East.
SK Hynix (USOTC:HXSCL) reached a significant milestone on Monday as its market value overtook that of Samsung Electronics (USOTC:SSNHZ), making the memory chip manufacturer the most valuable publicly traded company in South Korea. Shares of SK Hynix climbed 3.
SK Hynix has surpassed Samsung Electronics in market cap for the first time since 2000, now worth more than Bitcoin at $1.35 trillion.
Investing.com - U.S. stock futures recover some early losses on Monday, after Iran signals progress in peace talks with Washington, helping ease fears of a renewed escalation in the Middle East. Investors were also keeping a close eye on the artificial intelligence sector after President Donald Trump softened his stance on Anthropic following a week of turmoil over export restrictions.
SK Hynix shares rose 5.6% in Seoul trading on Monday, pushing its market capitalization to $1.35 trillion.
STORY: :: SK HynixSK Hynix on Monday overtook Samsung Electronics to become South Korea's most valuable listed company.Shares in what is now the world's most valuable memory chipmaker closed 5.6% higher to bring the company's market capitalization to $1.35 trillion. That was fractionally ahead of Samsung Electronics, which had held the top spot since 2000.:: SK HynixNow Hynix gets the bragging rights as AI continues to reshape the global semiconductor industry.It also marks the one of the bigges
Many approaches to optical interconnect Electronics Weekly
The market value of South Korean chipmaker SK Hynix briefly topped that of peer Samsung Electronics on Monday to make it the country's most valuable firm. Shares of SK Hynix, now the world's most valuable memory chipmaker, traded up 5.7% to bring the company's market capitalisation to 2,082.5 trillion won ($1.35 trillion) as of 0347 GMT, compared with gains of 0.4% in Samsung Electronics to 2081.3 trillion won, excluding preferred shares. Samsung Electronics had held the top spot since
SK Hynix on Monday overtook Samsung Electronics to become South Korea's most valuable listed company, marking a dramatic reversal of fortunes for a chipmaker that two decades ago nearly collapsed under debt. The company, now the dominant supplier of high-bandwidth memory (HBM) chips used in AI systems for customers such as Nvidia and Alphabet's Google, has emerged as one of the biggest beneficiaries of the global AI boom, propelling a more than 340% rally in its shares this year and lifting i
Intel just cleared a major milestone in its race to reclaim manufacturing leadership. Here is what it means for the company and for the future of AI computing.
Blistering bull markets in South Korea, Taiwan, and Japan have helped Asian stocks trounce the U.S. so far this year. Not only are the markets still relatively cheap, they are also home to companies seeing continued growth from the artificial-intelligence boom, as well as increased spending on defense and industrialization. The broad MSCI AC Asia index has jumped 25% so far this year, while the S&P Asia 50 index—tilted more toward the South Korea and Taiwan’s record-setting markets—has surged
KOSPI hit 9,000 for the first time, but 791 stocks fell on the day. Samsung and SK Hynix drove almost the entire move.
Tech firms powered Seoul's Kospi index to another record on Friday, while oil prices extended losses after traffic began to resume in the Strait of Hormuz under the US-Iran agreement.Tokyo's Nikkei 225, which has powered along with the Kospi this year, also rose Friday along with Wellington and Manila.
To ride the ongoing AI rally amid stock volatility, investors can pivot to a pick-and-shovel ETF strategy focusing on memory chips, power infrastructure, and copper.
Intel shares rose after Trump said Apple agreed to work with the chipmaker on US-designed and built chips.
A report suggests the semiconductor specialist has inked an important deal.
(Bloomberg) -- Intel Corp.’s stock surged Thursday after US President Donald Trump said the chipmaker will work with Apple Inc. to design and produce semiconductors domestically.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingTrump Blows Through His Iran Red Lines in Justifying Peace DealMukesh Ambani’s Promise to Investors on Jio IPO Will Be Tested This WeekUS Ends Hormuz Blockade, Downplays Tolls as Negot
Samsung Electronics Co Ltd (ADR) (LSE:BC94) is attracting growing interest from prospective customers seeking advanced semiconductor manufacturing capacity as demand for leading-edge chips continues to outstrip available supply at rival foundry operator Taiwan Semiconductor Manufacturing...
Memory stocks are rallying again as analysts and buyers signal elevated demand and surging prices.
SK Hynix said on Thursday it has shipped samples of its latest high-bandwidth memory (HBM) chips to major customers, as the South Korean chipmaker seeks to strengthen its position in the fast-growing AI semiconductor market. The next-generation 12-layer HBM4E chip reaches speeds of up to 16 gigabits per second per pin and offers over 20% better power efficiency than previous models, the company said. HBM chips are used in AI chipsets and are crucial components for processors such as
(Bloomberg) -- Apple Inc. is preparing a second-generation iPhone Air for spring 2027, aiming to boost the appeal of the slimmed-down device, according to people with knowledge of the matter.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingIran’s Deputy Foreign Minister Confirms Deal Reached With USNetanyahu Pays a Political Price for Trump’s Iran DealApple Plans Camera AirPods Alongside Upgraded Foldable iP
BOCA RATON, Fla., June 17, 2026 (GLOBE NEWSWIRE) -- ADT Inc. (NYSE: ADT), the leader in smart home security solutions, today announced it has joined the Board of Directors of the Connectivity Standards Alliance (CSA), the global organization behind Matter, Zigbee and Aliro, foundational standards shaping the future of connected living. The appointment places ADT alongside leading technology innovators including Apple, Google, Amazon, Samsung and LG, reinforcing the company’s role in guiding the
Warby Parker Inc. (NYSE:WRBY) is one of the best young stocks to invest in according to hedge funds. On May 19, Warby Parker unveiled its first line of Intelligent Eyewear, scheduled for release this fall. Developed in partnership with Google and Samsung, the frames integrate Gemini and Android XR to offer contextual, real-time assistance, enabling […]
(Bloomberg) -- The Trump phone is finally here — sort of — and it bears little resemblance to the original pitch.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingIran’s Deputy Foreign Minister Confirms Deal Reached With USNetanyahu Pays a Political Price for Trump’s Iran DealApple Plans Camera AirPods Alongside Upgraded Foldable iPhone in 2027First introduced a year ago at Trump Tower by President Donald Tru
Reports of stronger demand for Samsung's chipmaking services lifted semiconductor stocks tied to AI supply constraints.
We just covered Billionaire Dan Loeb Pivots to AI and Sells Old Economy Stocks: His Top 7 AI Picks. ASML Holding (NASDAQ:ASML) ranks #6 (see Billionaire Dan Loeb’s Top 5 AI Stock Picks). Billionaire Dan Loeb’s Stake: 12,000 Shares Valued at Approximately $15.85 Million (NEW position) ASML Holding (NASDAQ:ASML) makes the machines used to print […]
With no single headline event driving the move, Samsung Electronics (KOSE:A005930) has drawn attention after recent share price swings and prompted investors to reassess how its current valuation lines up with the company’s scale and fundamentals. See our latest analysis for Samsung Electronics. Recent trading has been brisk, with Samsung Electronics’ share price at ₩344,000 and strong momentum reflected in a 22.42% 1 month share price return and a 167.70% year to date share price return,...
Silicon photonics growth risks constrained by scale-up challenges New Electronics
The U.S. stock market is drifting Wednesday as Wall Street waits to hear from the Federal Reserve about where it sees interest rates going. The S&P 500 fell 0.1%, coming off a mixed day where falling tech stocks weighed on the index. Jabil rose 1.9% after reporting stronger results for the latest quarter than analysts expected, as CEO Mike Dastoor said that “AI infrastructure demand remains extremely strong.”
Micron Technology Inc (NASDAQ:MU) is one of billionaire Ken Fisher’s top high growth stock picks. Micron has emerged as one of investors’ favorite semiconductor stocks amid the AI boom. The stock has surged more than 196% year-to-date and exploded 720% over the past year. Micron Technology Inc (NASDAQ:MU) has been approved to supply HBM4 memory […]
Alphabet Inc. (NASDAQ:GOOGL) is one of the Top Stocks to Buy and Hold for the Long Term. On June 11, Reuters reported that Google is reportedly in discussions with Samsung Electronics to manufacture part of its next-generation AI processor. As per the report, the prospective plan involves a split manufacturing approach, where TSMC would produce […]
(Bloomberg) -- Apple Inc.’s upcoming camera-equipped AirPods, a product meant to vault the company into the AI device market, is scheduled to launch in late 2027 as part of a flurry of new releases.Most Read from BloombergIran’s Deputy Foreign Minister Confirms Deal Reached With USNetanyahu Pays a Political Price for Trump’s Iran DealStudios in Microsoft’s Xbox Division Brace for ClosuresSpaceX Overtakes Amazon in Value as Post-IPO Rally Reaches 49%Health Insurer Centene Offers Most Staff Buyout
Intel's (INTC) stock has risen roughly sixfold from its 2025 lows, trading at over $120 per share. The move reflects a fundamental rethinking of Intel's foundry business, which has received a vote of confidence from the U.S. government and marquee customers, who reportedly include Nvidia (NVDA), Tesla (TSLA) and Google (GOOG). With fabs in Arizona and Oregon, Intel is the only American company that both designs and manufactures leading-edge chips on U.S. soil, giving it a geopolitical hedge that
In a Stocktwits poll, more than three-quarters of nearly 1,000 users who voted said they expect the rally to have further room to run.
IQE and Tower sign InP epiwafer supply deal Electronics Weekly
Investors embrace risk after Iran peace breakthrough
Michael Burry normally doesn't care about the market's preferred trade. The investor is more famous for waiting until Wall Street looks the other way, then buying when the numbers give him reason to act. His newest thesis is founded on one of the simplest valuation signals in investing: tangible ...
Memory and storage stocks are surging on the morning of Monday, June 15, after news of a U.S.-Iran peace agreement reopened risk appetite across global equities. Micron Technology (NASDAQ:MU) stock is up 8% to around $1,060 in early action, climbing back above the $1,000 level. Western Digital (NASDAQ:WDC) stock is up 13% to $638, while ... Western Digital Soars 13%, Micron Climbs 8%, SanDisk Rises 6% on Iran Truce
U.S. Iran Agreement Eases Pressure Across Chip Stocks
Micron's market valued doubled from $500 billion to $1 trillion in record time, but most analysts think the stock is overvalued.
After soaring 250% year to date, Micron remains firmly on investors’ radar, particularly as it approaches its quarterly earnings report next week.
Samsung Electronics has begun shipping industry first 12 layer HBM4E high bandwidth memory samples. The new HBM4E products are aimed at AI accelerators and hyperscale data centers that require higher capacity and faster memory. This shipment establishes a new reference point in advanced memory for AI focused infrastructure. For investors tracking KOSE:A005930, this move comes with the stock trading around ₩322,500. Over the past month the share price is up 19.2%, and year to date the stock...
This ETF gives you access to some of the top memory and storage stocks.
Is SNDK a good stock to buy? We came across a bullish thesis on Sandisk Corporation on Kumquat Research’s Substack. In this article, we will summarize the bulls’ thesis on SNDK. Sandisk Corporation’s share was trading at $1,642.00 as of June 8th. SNDK’s trailing and forward P/E were 60.14 and 27.17 respectively according to Yahoo Finance. Sandisk […]
Korea has been a hot market but shares are falling back to earth, especially those of memory chip makers Samsung and SK Hynix.
(Bloomberg) -- A move by the National Pension Service to temporarily suspend portfolio rebalancing has fueled volatility in South Korea’s stock market and added pressure on the won, according to Barclays Plc.Most Read from BloombergSpaceX IPO Raises $75 Billion in Biggest Debut of All TimeXbox Plans Significant Layoffs as New CEO Plans OverhaulTrump Insists Iran Deal Is Close After Scrapping New StrikesTrump Vows New Attacks on Iran, Threatens Key Energy TargetsUAE and Iran Meet Face-to-Face to
(Bloomberg) -- Global banks are curbing hedge funds’ leveraged bets on Asia’s top chipmakers including SK Hynix Inc. and Samsung Electronics Co. after a blistering rally this year raised concerns of a potential pullback, according to people familiar with the matter.Most Read from BloombergSpaceX IPO Raises $75 Billion in Biggest Debut of All TimeXbox Plans Significant Layoffs as New CEO Plans OverhaulTrump Insists Iran Deal Is Close After Scrapping New StrikesTrump Vows New Attacks on Iran, Thre
Wall Street's rebound continued into early Friday and oil prices sank more than 3% after U.S. President Donald Trump claimed there was a breakthrough in talks to end the Iran war. Nasdaq futures rose 0.5%. Investors in the U.S. and elsewhere also were awaiting the Friday debut on Wall Street of SpaceX, Elon Musk’s rocket company, which is set to become the largest IPO on record, raising around $75 billion.
Industrial action by South Korean truck drivers tasked to transport concrete is raising concerns over possible delays to major semiconductor plant expansion projects by Samsung Electronics and SK Hynix, South Korean media reported on Friday. The National Ready-Mixed Concrete Transport Workers' Union suspended deliveries in the Seoul metropolitan area starting on Monday, a work stoppage it said would involve around 8,000 members as it demanded higher rates and other changes. Participating
Is PLAB a good stock to buy? We came across a bullish thesis on Photronics, Inc. on r/ValueInvesting by blee1236. In this article, we will summarize the bulls’ thesis on PLAB. Photronics, Inc.’s share was trading at $29.56 as of June 9th. PLAB’s trailing P/E was 10.76 according to Yahoo Finance. Photronics, Inc., together with its subsidiaries, […]
Marvell Technology (NASDAQ:MRVL) and Micron Technology (NASDAQ:MU) both just delivered AI-fueled earnings reports, yet they sit on opposite sides of the data center stack. Marvell sells the custom silicon and optics that stitch AI clusters together. Micron sells the memory those clusters cannot run without. Their latest results show how AI spending is rewarding very ... Marvell vs. Micron: One Stands to Gain More From AI Demand
Investing.com -- Morgan Stanley believes investors should not read too much into the recent pullback in memory stocks, arguing the underlying cycle remains intact and that multiple expansion could drive further returns from here.
Nvidia Corp (NASDAQ:NVDA) is one of the best data center stocks to invest in according to billionaires. Nvidia shares are up 14% over the past month and up more than 48% over the past year. On June 6, Micron Technology (NASDAQ:MU) secured certification for its HBM4 memory on Nvidia Corp (NASDAQ:NVDA)’s upcoming Vera Rubin AI […]
KOSPI swung 16% in 48 hours. Samsung and SK Hynix drove it. Wall Street says nothing fundamental changed and remains positive.
The data center memory supercycle has propelled a few semiconductor companies into the trillion-dollar club.
Micron Technology stock fell sharply Tuesday as investors resumed selling shares of memory-chip makers, which took a beating in last week’s brutal artificial-intelligence selloff. Shares of Micron closed down 1.4%, to $935.89. Earlier in Tuesday’s session, it looked like Wall Street was buying the dip, with investors piling back into momentum stocks.
(Bloomberg) -- The Pentagon accused some of China’s biggest companies, including Alibaba Group Holding Ltd., Baidu Inc. and BYD Co. of supporting the Chinese military, doubling down on an earlier decision to label crown jewels of the country’s corporate world as threats to US national security.Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’OpenAI Joins a Massive AI IPO Pipeline Now Worth $3.6 TrillionLA Mayor Race Flips as Socialist Beats Reality TV Star Pra
Micron led the semiconductor chips lower after an initial bounce on Tuesday.
Micron led the semiconductor chips higher for a second day in a row on Tuesday.
While US stocks (^DJI, ^IXIC, ^GSPC) see green at Tuesday's market open, South Korean retail investors are also seeing some relief as memory chip makers SK Hynix (000660.KS) and Samsung (005930.KS) rebound from last week's AI trade sell-off. Yahoo Finance Markets and Data Editor Jared Blikre examines the nation's memory chip industry and DI Corp's (003160.KS) links to South Korean artist PSY, known for his 2012 K-pop hit "Gangnam Style."
Investors look set to carry on buying the dip in memory-chip makers, which took a beating in last week’s brutal AI pullback.
Samsung and SK Hynix led Korea's rebound after a sharp three-day selloff hit the AI trade.
Samsung Electronics is considering the construction of an advanced semiconductor packaging facility in the southwestern South Korean city of Gwangju, the Korea Economic Daily said on Tuesday. • Samsung is expected to unveil the investment plan at a meeting between South Korean President Lee Jae Myung and the heads of the country's largest conglomerates on June 29, the newspaper reported, citing unnamed industry sources. • The meeting, to be held at the presidential office under the theme of
Investing.com -- Samsung Electronics is evaluating plans to build an advanced semiconductor packaging facility in Gwangju, a city in southwestern South Korea, the Korea Economic Daily reported Tuesday.
(Bloomberg) -- Memory chipmaker shares led a rebound in South Korean stocks, demonstrating investors aren’t quite ready to throw in the towel on the artificial intelligence boom. Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’LA Mayor Race Flips as Socialist Beats Reality TV Star PrattTrump’s $100,000 H-1B Visa Application Fee Rejected by JudgeTrump Says He, Not Congress, Is in Charge of Kennedy Center in ReversalOpenAI Joins a Massive AI IPO Pipeline Now Wo
Investors look set to carry on buying the dip in memory-chip makers, which took a beating in last week’s brutal AI pullback.
UCTT is highlighted as Zacks' Bull of the Day on rising AI-driven chip demand and surging earnings estimates, while a cautious industry backdrop weighs on peers.
Asian stock markets gyrated higher Tuesday on overnight Wall Street cues, as traders sought tech-sec
World shares were mostly higher on Tuesday, with tech shares leading gains after Wall Street recovered some of its sell-off from last week. Oil prices fell back after surging on Monday as fighting flared between Israel and Iran, threatening to pull the region back into full-scale war. SK Hynix, which on Monday announced plans to partner with Nvidia in building data centers, jumped 15.9%.
Chip-related stocks rebounded in Asia after a market rout in the previous session. Samsung Electronics and SK Hynix, which account for about half of the South Korea's Kospi market capitalization, jumped 9.
Investors look set to carry on buying the dip in memory-chip makers, which took a beating in last week’s brutal AI pullback.
Sony (SONY) will release a new flagship version of its Xperia smartphone on Thursday, adding AI-enab
Neural Concept, the world leader in AI-driven physical product development, today announced the opening of its first direct office in Seoul and its first in APAC. The new office reflects growing demand from Korean manufacturers that are moving beyond isolated AI pilots and toward production-scale deployment across engineering teams. Neural Concept has confirmed plans to expand its work, with direct local support now available for deployment, capability-building and long-term engineering transfor
The rapid expansion of artificial intelligence infrastructure is permanently altering how Wall Street values semiconductor companies like Micron Technology, Roundhill CEO said in an interview.
(Bloomberg) -- A leveraged exchange-traded fund tracking SK Hynix Inc. deviated sharply from the underlying stock’s move for a second day, underscoring the risk of investing in such products that have attracted strong retail interest.Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’LA Mayor Race Flips as Socialist Beats Reality TV Star PrattTrump’s $100,000 H-1B Visa Application Fee Rejected by JudgeTrump Says He, Not Congress, Is in Charge of Kennedy Center i
Kospi trading halted as investors pull back from crowded AI and semiconductor bets.
Scott Melker discusses why South Korean traders are liquidating their savings and insurance policies to chase the stock gains in memory chip companies SK Hynix (000660.KS) and Samsung (005930.KS), and how this investment strategy has ultimately backfired following the most recent tech selloff. “The Daily Wolf with Scott Melker” airs on Yahoo Finance every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the lat
Health technology veteran brings decades of industry leadership to drive Xealth’s revenue operationsSEATTLE, June 08, 2026 (GLOBE NEWSWIRE) -- Xealth, the leader in digital health orchestration and deployment, today announced the appointment of Travis Moore as Chief Revenue Officer. In his new role, Moore will lead Xealth’s revenue organization, scaling commercial operations to expand its footprint in the healthcare landscape. “Travis brings a powerful combination of clinical experience and go-t
Micron was poised to rebound 7% on Monday morning following a recent market sell-off.
Bitcoin price rebounds modestly after falling to a two-month low. ETF outflows persist as SpaceX IPO amasses liquidity. Crypto stocks rise.
Oil prices, meanwhile, rose following fighting between Israel and Iran, but they pared their biggest gains. The S&P 500 added 0.3%, coming off a drop of 2.6% from Friday that was its worst since October. The Dow Jones Industrial Average dipped 80 points, or 0.2%, and the Nasdaq composite climbed 0.9%.
If you owned iShares MSCI South Korea ETF (NYSEARCA:EWY) on Friday morning, you had a roughly $204 share by the closing bell that was worth $175.19, a roughly 14% single-day decline that, by intraday magnitude, was the fund’s worst session since the March 2020 COVID crash. A $10,000 position opened at Thursday’s close was worth ... The iShares Korea ETF (EWY) Dropped 14% in Its Most Brutal Session in Six Years, and It Started With Broadcom
Rising yields, AI weakness and Middle East tensions pressure stocks and bonds worldwide
Marvell shares jumped 9% in premarket on news of plans to include the chipmaker in the S&P 500 index.
Samsung Electronics' co-CEO and head of its chip division, Jun Young-hyun, said on Monday he discussed cooperation in next-generation foundry chips with Nvidia CEO Jensen Huang during a meeting in Seoul. Jun said Samsung and Nvidia are currently collaborating on autonomous driving chips and Groq AI accelerator chips, and also discussed cooperation on future generations of semiconductor products. He added that the two companies had extensive discussions on long-term cooperation, inclu
Oil prices surged Monday after Iran and Israel resumed strikes against one another despite a purported ceasefire, while tech stocks again drove equities markets after heavy US selling last week.The Israeli-Iran strikes were the first against one another since a shaky ceasefire put five weeks of war on hold, sparking fears the escalation could spark a new full-scale Middle East conflict.
(Bloomberg) -- Nvidia Corp. Chief Executive Officer Jensen Huang called a global tech stocks selloff that began last week a buying opportunity, saying the buildout of artificial intelligence has just begun. Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’Trump Says He, Not Congress, Is in Charge of Kennedy Center in ReversalWhy Oil’s Not at $200 After the Biggest Supply Shock in HistoryIsrael Strikes Iran After Missile Attack, Imperiling Trump TalksAI Trade U
Asian stocks dropped Monday as AI-related shares sold off after a blistering rally, led by losses in Korean chipmakers SK Hynix and Samsung. Joe Weisenthal and Tracy Alloway from Bloomberg's Odd Lots podcast join Yvonne Man and Stephen Engle on The China Show.
Sam Konrad's stocks are having a fantastic year, thanks to AI-fueled rallies in Taiwan and South Korea, but his fund is so top heavy with winners, he now needs to ditch his best performers. "We have been forced sellers of TSMC, Samsung and MediaTek," said Konrad, investment manager for Asia Equity Income at Jupiter Asset Management, of the chip-making stocks, which have respectively gained 52%, 159% and 184% so far this year.
STORY: Asian stocks plunged on Monday morning as investors hit the brakes on the red-hot AI rally.South Korea’s tech-heavy KOSPI index took the heaviest beating.It was down around 6% by late-morning after volatile trade had earlier triggered a 20-minute halt.Chip giant Samsung matched the overall decline. Meanwhile, Japan’s Nikkei index was down around 4% by the same time.That follows a similar drop for the Nasdaq on Wall Street at the end of last week.One analyst told Reuters that doubts have c
NVIDIA, SK Hynix, and Samsung are simultaneously betting on silicon photonics. The ChinaAMC STAR Market Semiconductor ETF (588170) and the ChinaAMC Semiconductor Equipment ETF (562590) have pulled back by 3%, but have cumulatively gained 富途牛牛
Investing.com -- Investors are becoming increasingly cautious on South Korean equities after a powerful rally pushed the market to among the world’s best-performing stock benchmarks this year, according to a Bloomberg report.
(Bloomberg) -- For one Friday night, Hongdae wasn’t Seoul’s trendiest neighborhood. It was Jensen Huang’s stage.Most Read from BloombergTrump Says He, Not Congress, Is in Charge of Kennedy Center in ReversalBecerra Advances for California Governor as Hilton Fights SteyerSpaceX Inks $30 Billion Computing Power Deal With GoogleNasdaq 100 Sinks 5% in AI-Led Rout as Yields Climb: Markets WrapSpaceX, Other Mega IPOs Denied Fast Index Entry by S&PThe Nvidia Corp. chief executive landed in Seoul and pr
Shares of leading designer of graphics chips Nvidia (NASDAQ:NVDA) fell 5.9% in the afternoon session after macro pressure and an impending Senate hearing on China chip sales overwhelmed the impressive product updates earlier in the week.
Yahoo Finance Senior Reporter Ines Ferre joins Market Domination Overtime to break down the chip stock sell-off that sent shockwaves through the market on Friday, June 5.
Micron stock fell again Friday even after confirmation it has qualified to supply the latest high-bandwidth memory to Nvidia.
My research had found that corporate governance mechanisms, such as board of directors and active shareholders, tend to complement and balance each other to drive a company’s performance. Strong corporate governance helps sustain strong stock performance. Tech companies are growing on steroids.
Nvidia has approved Samsung, SK Hynix and Micron to supply HBM4 memory for its next-generation Vera Rubin AI platform
Bringing co-packaged optics to rack-scale AI infrastructure Electronics360
Nvidia (NASDAQ:NVDA) has arguably been the biggest story of the AI boom thus far, with shares gaining more than 1,800% since the lows of 2022. Undoubtedly, the innovation going on behind the scenes has not slowed down one bit. Arguably, it’s accelerating as the era of Vera Rubin arrives while the company expands its footprint ... Nvidia Chips Aren’t the Whole AI Story — Another Industry Dominates AI Sales
(Bloomberg) -- Nvidia Corp. has certified the three biggest memory chipmakers to supply their most advanced high-bandwidth products for the US company’s AI accelerators, Chief Executive Officer Jensen Huang confirmed for the first time.Most Read from BloombergSpaceX, Other Mega IPOs Denied Fast Index Entry by S&PSaylor’s Bitcoin Machine Is Misfiring on Every Cylinder‘Sell Indonesia’ Sweeps Trading Desks as Prabowo Tightens GripGlazer Family Members Study Manchester United Stake SaleRepublican-Le
Samsung, SK Hynix And Micron Gain Key Approval
Micron stock was falling again Friday even after confirmation it has qualified to supply the latest high-bandwidth memory to Nvidia.
The Roundhill Memory ETF (CBOE:DRAM) is the first U.S.-listed pure-play memory-chip ETF, and it landed in the middle of one of the most violent upcycles the industry has ever seen. DRAM launched on April 2, 2026 with a 0.65% expense ratio, just as Micron Technology (NASDAQ:MU) was approaching a trillion-dollar market cap. Micron is up ... Memory Chip Prices Will Make or Break DRAM ETF Before Year-End 2026
(Bloomberg) -- Trump officials have spent the past week embroiled in a remarkable argument — over what, exactly, their China tech policy has been for the past year.Most Read from BloombergSpaceX, Other Mega IPOs Denied Fast Index Entry by S&PSaylor’s Bitcoin Machine Is Misfiring on Every CylinderGlazer Family Members Study Manchester United Stake SaleRepublican-Led House Votes to Stop Iran War, Rebuking TrumpBloomberg Retracts Incorrect Story on RBI GoldThe debate concerns whether the Trump admi
(Bloomberg) -- Trump officials have spent the past week embroiled in a remarkable argument — over what, exactly, their China tech policy has been for the past year.Most Read from BloombergSpaceX, Other Mega IPOs Denied Fast Index Entry by S&PGlazer Family Members Study Manchester United Stake SaleSaylor's Bitcoin Machine Is Misfiring on Every CylinderRepublican-Led House Votes to Stop Iran War, Rebuking TrumpDow Average Hits Peak as Old-School Stocks Beat AI: Markets WrapThe debate concerns whet
The Roundhill Memory ETF (DRAM) is a proxy of the red hot memory chip sector.
(Bloomberg) -- Trump officials have spent the past week embroiled in a remarkable argument — over what, exactly, their China tech policy has been for the past year.Most Read from BloombergSpaceX, Other Mega IPOs Denied Fast Index Entry by S&PGlazer Family Members Study Manchester United Stake SaleSaylor’s Bitcoin Machine Is Misfiring on Every CylinderRepublican-Led House Votes to Stop Iran War, Rebuking TrumpDow Average Hits Peak as Old-School Stocks Beat AI: Markets WrapThe debate concerns whet
World shares were mostly lower and South Korea's benchmark dropped more than 5% on Friday after sharp declines for some big artificial intelligence-related stocks in the U.S. U.S. futures were also trading mixed. The future for the S&P 500 lost 0.5%, while that for the Dow Jones Industrial Average edged 0.1% higher. In early European trading, Britain's FTSE 100 gained 0.3% to 10,389.74.
The semiconductor stock was falling Thursday, with one analyst predicting memory-chip prices might be approaching a ceiling.
It's time for a bit of a reality check. Chip stocks are losing value while the broader market is getting a boost. Evidence rests in PHLX Semiconductor, popularly known as SOX, which was down 1.7% this afternoon.
The semiconductor stock was falling Thursday, with one analyst predicting memory-chip prices might be approaching a ceiling.
A decade ago, Taiwan Semiconductor Manufacturing (NYSE: TSM) was respected but boring. It made chips for Apple, Qualcomm, and a long list of fabless designers, and the market valued it like a cyclical industrial. Then the node race got serious. TSMC pulled away from Samsung and Intel at 7nm, then 5nm, then 3nm, and the ... Taiwan Semiconductor Delivers 2,095% Gain Over 10 Years. Will It Continue To Outperform?
Micron stock was falling Thursday, with one analyst predicting memory-chip prices might be approaching a ceiling.
Clear Secure (YOU) is back in focus after launching Concierge Powered by CLEAR at Miami International Airport, a premium curb to gate service for all travelers that coincides with recent strength in the stock. See our latest analysis for Clear Secure. The recent Concierge launch and Samsung ID partnership come on the heels of strong business momentum, with the stock’s 90 day share price return of 18.26% and 1 year total shareholder return of 121.44% signalling building momentum on top of...
SK Hynix told investors this week it received "tremendously positive" feedback on its proposed U.S. listing as the chipmaker benefits from strong demand for advanced memory semiconductors needed to run AI data centers, a source familiar with the matter said on Thursday. SK Hynix told some investors this week that it had "tremendously positive" feedback from stockholders to its U.S. listing plan given AI demand and the company's competitive position in the memory-chip market, the person said
When Nvidia CEO Jensen Huang makes his second visit to South Korea in just seven months this week, it won't be only to meet top memory chip and robotics executives, but to throw the first pitch at a baseball game and appear on a TV talk show. Samsung Electronics and SK Hynix between them make about 70% of the memory needed for AI chips like Nvidia's. And the country's strength in manufacturing and robotics sets it up to be a key player in physical AI, where AI is embedded in robots, cars and
Earnings are the principal driver behind the breathtaking rallies achieved by Korean and Taiwanese benchmark indices in 2026, and Goldman Sachs thinks the market is still underestimating the longevity of the chip cycle.
Broadcom saw its shares surge after it unveiled its Edge AI broadband portfolio.
In previous decades, South Korea has always been a cultural and financial afterthought after Japan, with its dominance in electronics and engineering through companies like Sony, Toyota, JVC, Honda, and Mitsubishi; and China, with its enormous low cost manufacturing, geopolitical and military clout, and expanding middle class prosperity. Apart from the Korean War and the ... Three Ways to Play South Korea’s 2026 Stock Market Boom, From a Steady ETF to a 503% Leveraged Bet
Micron stock has enjoyed a more than tenfold gain in the past year, but investors should keep an eye on rising Chinese memory-chip production.
Recent performance snapshot for Samsung Electronics Samsung Electronics (KOSE:A005930) has seen its stock return 3.30% over the past day, 20.57% over the past week, and 63.49% over the past month, drawing fresh attention from investors. See our latest analysis for Samsung Electronics. The 1 year total shareholder return is very large compared with the share price return over the same period. Combined with the 180.54% year to date share price return and 109.35% 90 day share price return, this...
Marvell stock jumped after Nvidia CEO Jensen Huang called the custom chipmaker 'the next trillion-dollar company.'
DRAM is a popular ETF for the massive growth and demand surrounding AI memory chips, but two stocks in particular help it to stand out.
Roundhill recently launched an exchange-traded fund that invests exclusively in memory stocks.
Georgi Bonev appointed Chief Marketing Officer with more than 15 years of international marketing and consumer electronics experience from Samsung, Lenovo and TP Vision / Philips TV Further strengthening of Shelly's global brand positioning, int...
A $10,000 ticket into the Roundhill Memory ETF (CBOE:DRAM) on its first day of trading, April 2, 2026, at the opening NAV of $27.76 would be worth roughly $22,800 on the close Friday, May 29, with the fund at $63.20. That is a 128% price return in 40 trading days, on an unleveraged, plain-vanilla equity ... DRAM Ran 128% in 40 Trading Days. Three Stocks Did All the Work.
The world's most valuable technology companies with the exception of Alphabet added billions of dollars in market value in May, as upbeat earnings outlooks and strong demand for AI chips fuelled a rally in their shares. Apple, memory chipmakers Micron Technology, Samsung Electronics and SK Hynix led the gains, adding $598 billion, $512 billion, $481 billion and $377 billion, respectively, in market value. Their valuations rose to $4.58 trillion, $1.09 trillion, $1.10 trillion and $1.34 tril
AI Optimism Sends Broadcom Stock Higher Ahead of Key Results
Marvell stock jumped after Nvidia CEO Jensen Huang called the custom chipmaker 'the next trillion-dollar company.'
The semiconductor industry has a funny way of changing the rules just when companies think they’ve figured them out. A few years ago, the hottest chip businesses were processors and foundries. Memory was viewed as a cyclical commodity business that could swing from shortages to gluts in a matter of quarters. Fast forward to 2026, ... Intel’s $9 Billion Regret: The Business Sale Haunting It Today
Marvell stock jumped after Nvidia CEO Jensen Huang called the custom chip maker 'the next trillion dollar company.'
DEEPX Inc. (CEO Lokwon Kim), an ultra-low-power Physical AI semiconductor company, today signed a three-year Mass Production Cooperation MOU with AAEON Technology Inc. (TWSE: 6579, CEO Howard Lin), a leading provider of advanced industrial and embedded AI computing platforms, at COMPUTEX TAIPEI 2026. The signing ceremony took place at the DEEPX exhibition booth in Hall 1 of the Taipei Nangang Exhibition Center, with both CEOs in attendance.
Micron Technology's march toward a $1 trillion valuation is nothing if not dramatic: a year ago it was a little over $100 billion. That surge, though, was not built on its famed frugality, but on a nearly too-late push from Nvidia that pulled the U.S. memory chipmaker into the center of the AI boom. That discipline helped it endure brutal boom-bust cycles in memory chips and outlast rivals, leaving it one of three global suppliers alongside South Korea’s Samsung Electronics and SK Hynix.
Roku (NASDAQ:ROKU) is the streaming name everyone wants to talk about after a 64.41% EPS beat and a 79.82% one-year run. But here’s what you should actually be watching. Roku is the textbook crowded trade right now. The stock has ripped 15.29% year to date and trades at a trailing P/E of 93 with a ... Forget Roku: This Stock Is a Far Better Value for Long-Term Investors
(Bloomberg) -- SK Hynix Inc. plans to double its memory chip capacity over the coming half-decade, a major expansion that should help ease a global shortage of an essential component of AI.Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableCanada Dips Into Technical Recession for First Time Since 2020Alphabet to Raise $80 Billion in Equity for AI SpendingAndrew Left Found Guilty in Case That Spooked Short SellersUS Says Deals With Iran for Safe Hormuz Transit
Qualcomm (NASDAQ:QCOM) President and CEO Cristiano Amon said the company’s diversification strategy is progressing across automotive, IoT and data center markets, while its core handset business remains constrained by elevated memory costs rather than end-market demand. Speaking with Bernstein Seni
Investing.com -- South Korean semiconductor stocks Samsung Electronics (KS:005930) and SK hynix have risen 798% from their 500-day low as of Monday, surpassing the 717% increase recorded during the IT bubble, according to Jefferies. The rally in the two stocks began in late May. Jefferies stated that the stocks have additional upside potential, citing that bubbles typically extend the leadership of top-performing stocks and turn them into historical outliers, while support from earnings and reta
The trillion-dollar club just got two new memory chip members. Micron Technology (NASDAQ:MU) and South Korea’s SK Hynix (000660.KS) both crossed $1 trillion in market capitalization for the first time this week, joining Samsung in a rarified tier of semiconductor giants. The move reflects that demand for AI infrastructure continues to outpace the industry’s ability ... Micron and SK Hynix Cross $1 Trillion Valuations as Chip Shortage Fuels AI Boom
(Bloomberg) -- Nvidia Corp. Chief Executive Officer Jensen Huang said he pays his workers as much as possible, weighing in on a growing global debate about how profits from the AI infrastructure boom should be shared.Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableCanada Dips Into Technical Recession for First Time Since 2020Alphabet to Raise $80 Billion in Equity for AI SpendingUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedAndrew Left Foun
NVIDIA Bets Billions on Photonics for AI Growth Electronics For You BUSINESS
Companies should pay workers "as much as possible", Nvidia boss Jensen Huang said Tuesday ahead of a trip to South Korea, where Samsung Electronics recently averted a strike by making an agreement on bonuses with its union.Huang is due to arrive in South Korea on Friday and will reportedly meet with companies including SK Group and Hyundai to discuss robotics and so-called "physical AI".
The chairman of South Korea's SK Group said on Tuesday its memory chip unit SK Hynix aims to double wafer capacity over the next five years. Chey Tae-won was speaking at the Computex conference in Taipei, where executives from some of the world's top technology companies, including Nvidia, are gathering. He added that he hopes his company can be a major high-bandwidth memory (HBM) supplier for Nvidia's Vera Rubin system.
In late May 2026, Broadcom and partners including Samsung, FuriosaAI, Applied Materials, LSEG, and telecom operators announced new Wi‑Fi 8, 50G PON, FWA, and AI accelerator platforms that tie Broadcom’s chips deeper into both AI data centers and next‑generation broadband networks. These moves highlight how Broadcom is trying to link its fast‑growing AI semiconductor franchise with “edge AI” in homes and enterprises, potentially widening the company’s role across the full path from cloud to...
Driven by an AI memory chip shortage, Samsung, SK Hynix, and Micron have crossed $1 trillion market caps as the supply deficit is set to last through 2027.
U.S. stocks were mixed, with the Dow industrials slipping, as fresh tensions in the Middle East weighed on markets.
Korea has gone mad for AI. Capital-M Mad, the kind that turns a niche 3x leveraged country fund into the most-watched ticker on Korean retail brokerage screens. Direxion Daily MSCI South Korea Bull 3X Shares (NYSEARCA:KORU) opened 2026 at $181.55 and closed today at $1,014.98, a year-to-date move of 459.06% in under five months. Today ... This Niche 3X Korea Fund Rode the Memory Chip Boom to a 2,108% One-Year Gain, but Don’t Expect a Repeat
The artificial intelligence bottleneck is the most important theme in the stock market, right now, according to J.P.Morgan analysts.
Shares in Samsung Electronics, LG Electronics and other South Korean tech firms rallied on Monday, as expected meetings between Nvidia CEO Jensen Huang and Korean executives boosted hopes of tie-ups in AI and robotics. Chipmaker Samsung Electronics was also buoyed by data that South Korea's semiconductor exports surged to a record high in May on the AI boom, helping the country's total exports post their biggest rise in over four decades. Huang is expected to visit South Korea later this we
STORY: :: SK HynixThe global AI investment boom is showing up in South Korea’s economy.Figures out Monday showed the country’s exports rising at their fastest pace in over four decades.They were up over 53% on the year in May.That was ahead of forecasts and the biggest rise since January 1984.It comes as tech firms spend giant sums on AI data centers, with much of that money flowing to South Korean chipmakers Samsung and SK Hynix.Monday’s data showed exports of chips jumped nearly 170% in May, h
Shares in Samsung Electronics, LG Electronics and other South Korean tech firms rallied on Monday, as expected meetings between Nvidia CEO Jensen Huang and Korean executives boosted hopes of tie-ups in AI and robotics. Chipmaker Samsung Electronics was also buoyed by data that South Korea's semiconductor exports surged to a record high in June on the AI boom, helping the country's total exports post their biggest rise in over four decades. Huang is expected to visit South Korea later this w
(Bloomberg) -- Chipmakers are by far the hottest stocks in the market, but their recent surge is lending urgency to the debate over whether investors are buying into an artificial-intelligence bubble that’s due to burst.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedStrait of Hormuz Ship Transits Are Rising Thanks to US HelpBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionA Rare ‘Super’ El Niño Is Looking More Likely. Here’s What to ExpectAmericans
(Bloomberg) -- The hunt is on for companies that could benefit from the tailwinds of an unprecedented wave of stock offerings in the US, and investors are increasingly honing in on the Asian supply chain.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedStrait of Hormuz Ship Transits Are Rising Thanks to US HelpAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseAmericans Hurt in Kuwait as Trump Sends Mixed Signals on WarQatar Says Temporary Hormuz
Matthews Asia CIO Sean Taylor anticipates further gains for South Korean stocks. He is less interested in Baidu and other Chinese tech giants.
SK Hynix has been one of the hottest memory stocks, but it does not yet trade in the U.S.
ASML's lithography machines are needed to manufacture advanced AI processing and memory chips.
Just over three years ago, you wouldn’t have thought that the South Korean stock market would be such a source of profound strength as the AI boom took off and things like storage and memory chips started seeing demand overwhelm supply. If anything, DRAM, NAND, and other pieces of hardware are supposed to be commodities, ... Meet the Tiny Market Already 5Xing the S&P 500 in 30 Days
Micron has been on a tear lately. Will its upcoming earnings report send the stock higher?
SK Hynix joined Samsung Electronics Co. and Micron Technology Inc. (MU) in the $1 trillion market cap club this week. The valuation crowd and spreadsheet gang are going bonkers. Let ‘em, says Keith Fitz-Gerald, editor of 5 With Fitz.
Nvidia on Friday posted a cryptic social media post that seemed to give credence to rumors that the company will make a chip for Windows PCs and announce it at the chipmaker’s GTC Taipei convention next week. The post read “A new era of PC,” and then listed two numbers which appear to be the coordinates of the Taipei Music Center. Huang’s presentation is slated to begin on Monday at 11 a.m. Taipei time, which is Sunday at 11 p.m. U.S. Eastern Time.
South Korea’s KOSPI has gone from emerging-markets afterthought to the best major equity story of 2026, and the engine is sitting inside every advanced AI server on Earth. Samsung Electronics and SK Hynix produce the lion’s share of the world’s high-bandwidth memory (HBM), the stacked DRAM that NVIDIA, AMD, and the hyperscalers cannot build accelerators ... South Korea Is Up Nearly 96 Percent in 2026 and These 3 ETFs Let You Play the Chip Nation Story at Different Risk Levels
The round nearly triples Anthropic's February valuation as chip partners and hyperscalers join the round.
(Bloomberg) -- A blistering rally in Samsung Electronics Co. and SK Hynix Inc. has turned into an unexpected headache for some funds, whose positions have grown so large they’re now forced to sell.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermApple to Overhaul iOS 27 Siri, AI Features: Here's a First PeekCVS Returns Zepbound to Drug Plans After Lilly Slashes PriceUS, Iran Agree to 60-Day Truce Renewal Pending Trump SignoffSpaceX Said to Cut IPO Valuation Goal to
Micron stock has been on a stellar run but it still faces fierce competition from Samsung and SK Hynix.
(Bloomberg) -- Nvidia Corp.’s Jensen Huang leads a parade of AI computing leaders in Taiwan for Asia’s biggest technology showcase, Computex. Over a jam-packed week, the hardware linchpins of the post-ChatGPT era will debate the most pressing issues facing their industry, from growing bottlenecks in the supply of essential components like memory chips to the rise of challengers to Nvidia at the apex of the semiconductor hierarchy.Most Read from BloombergSingapore Hands Byju's Founder His First E
STORY: Samsung Electronics made a big move in the AI chip race on Friday.It said it's started shipping samples of its latest high-bandwidth memory - or HBM - chip to customers.It pulls the South Korean tech giant ahead of rivals as they compete to send out new versions of HBMs which are critical to AI data centers.The new chip is the 12-layer HBM4E and Samsung said it's more than 20% faster than its previous-generation HBM4 products.The rollout is part of Samsung's efforts to regain momentum in
Dell (NYSE:DELL) increased its full-year revenue and earnings guidance on Thursday, highlighting robust demand for its artificial intelligence-focused server portfolio as businesses accelerate investments in data center infrastructure powered by advanced Nvidia technology. The upbeat forecast triggered a strong market reaction, with Dell shares jumping around 39% in extended trading as investors welcomed evidence that spending on AI infrastructure continues to gather momentum.
Micron stock has been on a stellar run but it still faces fierce competition from Samsung and SK Hynix.
Stocks rose on Wall Street in afternoon trading Friday, adding to the all-time highs they set a day earlier. Technology stocks lead the gains. Dell Technologies surged 31.4% after after delivering profits that blew past expectations.
SK Hynix became one of the few companies in the world with a $1 trillion market cap this week, as a global AI boom propels chip stocks to record levels.
As global markets navigate a complex landscape marked by inflation concerns and geopolitical tensions, small-cap stocks have shown resilience, with sectors like technology gaining traction amid enthusiasm for artificial intelligence. In this dynamic environment, identifying high-growth tech stocks in Asia requires a focus on companies that demonstrate robust innovation capabilities and adaptability to shifting economic conditions.
Samsung Electronics on Friday said it started shipping samples of its latest high-bandwidth memory (HBM) chip to customers, pulling ahead of rivals in distributing a new version of the product critical to AI data centers and sending its shares higher. Samsung said the chip uses its latest 1c DRAM process technology - sixth-generation, 10-nanometer-class DRAM - alongside Samsung's 4-nanometer foundry logic base die. The rollout is part of Samsung's efforts to regain momentum in the HBM market
SEMIFIVE, a leading global provider of custom AI semiconductor (ASIC) solutions, and ICY Tech, a Chinese AI semiconductor company, today announced the successful tape-out of next-generation Edge AI SoC jointly developed utilizing Samsung Foundry's 8nm (8LPU) embedded Magnetic Random Access Memory (eMRAM) technology. This marks a significant milestone toward the first commercial deployment of 8nm eMRAM technology in Asia.
Samsung Electronics said on Friday it has started shipping samples of its latest high-bandwidth memory (HBM) chip, or the 12-layer HBM4E, marking what it said was the industry's first shipment of such products. Samsung said the chip uses its latest 1c DRAM process technology, or sixth-generation 10-nanometer-class DRAM, alongside Samsung's 4-nanometer foundry logic base die. The move comes just three months after Samsung began shipping its HBM4 chips to customers in February, underscoring
SEMIFIVE, a leading global provider of custom AI semiconductor (ASIC) solutions, today announced its participation in the Samsung Advanced Foundry Ecosystem (SAFE™) Forum 2026 in San Jose.
Dell boosted its annual revenue and profit expectations on Thursday, showing data center expansion by clients is fueling demand for its AI-optimized servers that are powered by Nvidia's advanced chips. Shares of the company, which counts CoreWeave, Honeywell International and Samsung Electronics as its customers, rose around 39% in extended trading. U.S. tech giants including Alphabet and Amazon plan to spend over $700 billion on AI infrastructure this year, which would drive up demand for
Anthropic has closed a $65 billion Series H round at a $965 billion post-money valuation, marking what could be the AI startup's final private fundraise before a highly anticipated IPO.
South Korean chip manufacturer SK Hynix has crossed the $1 trillion market cap, joining the ranks of Samsung Electronics and Micron Technology in the memory chip sector. On Wednesday, SK Hynix’s shares ended the session with a 9.3% increase, after...
The Roundhill Memory ETF is a clean way to gain exposure to top AI memory and storage stocks.
US stocks (^DJI, ^IXIC, ^GSPC) are wavering at the start of Thursday's trading session, while Wall Street grows increasingly bullish on memory chipmaker Micron Technology (MU) after its market cap crossed above $1 trillion earlier this week. Yahoo Finance Executive Editor Brian Sozzi is joined by PNC Asset Management Group CIO Amanda Agati and Yahoo Finance Senior Business Reporter Ines Ferré to gauge the current state of the tech trade and whether valuations are indicative of a market bubble.
On a South Korean online forum this week, “Muenyu” related how his wife had recently seen her sister with a new designer handbag worth 5m won (£2,480) and asked how she’d afforded it.
From Dead Money to AI Darling For most of the past decade, Nokia (NYSE: NOK) was the patience trade nobody wanted. The Finnish telecom equipment maker spent years restructuring under former CEO Pekka Lundmark, cutting costs, and watching Ericsson, Huawei, and Samsung carve up the 5G market while shareholders received a thin dividend and not ... Had You Invested $1,000 in Nokia 5 Years Ago, Here’s What You’d Have Now
Broadcom Inc. (NASDAQ:AVGO) is included among the 10 Safe Stocks to Buy for the Long Term in 2026. On May 27, Broadcom Inc. (NASDAQ:AVGO) announced a partnership with Samsung Electronics to introduce a new broadband-focused reference platform for the global fixed wireless access (FWA) market. The platform combines Broadcom’s BCM6776 Wi-Fi 8 System-on-Chip (SoC) with […]
The shares of each company have racked up huge gains but one may have more room to run than the other, according to this analyst
SK Hynix and Samsung Electronics helped drive the Kospi from 5,000 to 8,000 within months.
The shares of each company have racked up huge gains but one may have more room to run than the other, according to this analyst
On a South Korean online forum this week, “Muenyu” related how his wife had recently seen her sister with a new designer handbag worth 5m won (£2,480) and asked how she’d afforded it.
In a release issued under the headline “PodcastOne (Nasdaq: PODC) Raises FY2026 Guidance to $68M–$75M Revenue and $7M–$10M Adjusted EBITDA*” on Wednesday, May 27th by PodcastOne (Nasdaq: PODC), please note that all references to Fiscal 2026 should have read Fiscal 2027. The corrected release follows: PodcastOne (Nasdaq: PODC) Raises FY2027 Guidance to $68M–$75M Revenue and $7M–$10M Adjusted EBITDA* • $7M warrant exercise converted to cash; all junior debt repaid; largest cash position in company
Yahoo Finance Tech Editor Dan Howley joins Josh Lipton on Market Domination to break down new data showing the steepest decline in smartphone sales on record, as soaring demand for AI memory chips reshapes the semiconductor market.
Shares of Micron soared nearly 20% on Tuesday, lifting its market value above $1 trillion and bringing the Roundhill Memory ETF's return to nearly 120% in less than two months.
CXMT wins Shanghai approval for a STAR Board listing that could become mainland China's biggest IPO since 2022.
SK Hynix and Micron rally as investors bet AI-driven HBM shortages could last through 2027.
Micron's trillion-dollar milestone is boosting tech ETFs as AI-driven memory demand fuels gains across semiconductor funds.
• $7M warrant exercise converted to cash; all junior debt repaid; largest cash position in company history • PodcastOne in Podtrac’s Top Ten publisher rankings ahead of DailyWire+, Barstool and CNN • Expects to start monetizing this quarter 250K+ hours of video content through AI/LLM data licensing partnerships with hyperscalers • Expanding retailer and carrier partnerships alongside Amazon, Apple, Spotify, YouTube, Paramount Global, Pluto TV, Telly, LG, Samsung and Vizio LOS ANGELES, May 27, 20
Memory chips are the hottest play on artificial-intelligence hardware, and Micron Technology has been among the hottest stocks in the space. It has company in SK Hynix, the South Korean memory-chip maker, whose shares have also surged. Micron stock had an incredible day on Tuesday, when it surged 19% after UBS raised its price target on the stock to $1,625 from $535, arguing long-term supply agreements justified a higher price-to-earnings ratio for the company.
PALO ALTO, Calif., May 27, 2026 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO), a global technology leader that designs, develops, and supplies semiconductor and infrastructure software solutions, today announced its collaboration with Samsung Electronics Co., Ltd. on a new, broadband-optimized reference platform for the global fixed wireless access (FWA) market, integrating Broadcom's BCM6776 Wi-Fi 8 System-on-Chip (SoC) with Samsung's B1320 5G Modem. This industry-first platform unifies 3GPP
Micron Technology stock was gaining again early Wednesday as it built on its surge from the previous day. Memory chips are the hottest play on artificial-intelligence hardware. Micron shares were up 7.4% at $962 in premarket trading.
It is becoming easier to get into the $1 trillion market-cap club. SK Hynix and Micron Technology now belong because of the demand for memory chips. SK Hynix’s 12-month stock price jump reached 1000%. The two joined Samsung, which was recently added to the list. The $1 trillion plus list has 14 members. (The club ... 14 Companies Now Worth Over $1 Trillion
Micron Technology was gaining again early Wednesday as it built on its surge from the previous day. Micron shares were up 5.5% at $945.04 in premarket trading. The stock rose 19% on Tuesday, fueled by a research note from UBS which raised its price target for Micron to $1,625 from $535, arguing long-term supply agreements justified a higher price-to-earnings ratio for the company.
The South Korean chipmaker closed 9.3% higher on Wednesday, becoming the third Asian company to reach the milestone after Samsung and Micron
Samsung avoided a strike after union members approved a compensation deal for chip workers amid the AI memory boom.
(Bloomberg) -- The breathtaking rally in South Korean stocks took gains for 2026 to 100%, eclipsing even the historic run-ups seen before the dotcom bubble burst and during the nation’s industrial boom in the late 1980s. Most Read from BloombergIran’s Khamenei Says No Going Back for Middle East Rocked by WarSingapore Hands Byju's Founder His First Ever Jail TermPutin Signs Law on Use of Army to Aid Russians Detained AbroadRussia Tells US to Evacuate Its Diplomats and Citizens From KyivUS Strikes
(Bloomberg) -- Memory chip maker ChangXin Memory Technologies Inc. has received approval from the Shanghai Stock Exchange for an initial public offering that’s on track to be the biggest in mainland China since 2022, in a milestone for one of the key technologies of the artificial intelligence buildout. Most Read from BloombergIran’s Khamenei Says No Going Back for Middle East Rocked by WarSingapore Hands Byju's Founder His First Ever Jail TermPutin Signs Law on Use of Army to Aid Russians Detai
A majority of unionised employees at Samsung Electronics (USOTC:SSNHZ) voted on Wednesday to approve a preliminary wage agreement, preventing a large-scale strike that had raised concerns over global semiconductor supply chains and the wider South Korean economy. According to the union, around 74% of participating workers voted in favour of the deal.
South Korea's SK Hynix and US chipmaker Micron both surpassed $1 trillion (€860bn) in market capitalisation within 24 hours of each other. Seoul's KOSPI index also hit an all-time high as AI continues to reshape markets.View on euronews
The iShares MSCI Emerging Markets ETF (EEM) has surged 25% so far in 2026, overtaking the State Street SPDR S&P 500 ETF Trust (SPY), State Street SPDR Dow Jones Indust Avg ETF Trust (DIA), and the Invesco QQQ Trust (QQQ).
STORY: :: ArchiveUnionized workers at Samsung Electronics have approved a highly contentious bonus pay deal, averting a massive 18-day strike.Two unions for the world's largest memory chip maker said Wednesday that 74% of over 62,000 workers who cast their votes had backed the deal.Shares in Samsung surged around 7% in morning trade following the news. The government-mediated agreement brought relief across South Korea as Samsung accounts for roughly a quarter of the country's exports.But the ag
Oil prices fell Wednesday while stock markets diverged over conflicting headlines on talks between Iran and the US to reopen the Strait of Hormuz to Gulf crude shipments.Investors appeared willing to look past the conflicting headlines, buoyed also by another surge for tech stocks on expectations the AI rollout will continue to propel earnings in the sector.
SK Hynix topped $1 trillion in market value for the first time on Wednesday, joining its memory chip rivals Samsung Electronics and Micron Technology in reaching the milestone on an AI-driven rally. Shares of SK Hynix closed the session up 9.3%, after rising as much as 14.9% during the session to take the South Korean chipmaker's market value to a record 1,680 trillion won ($1.12 trillion) and propel the country's benchmark KOSPI index to a record high. Domestic rival Samsung surpassed $1 tr
The market value of South Korean memory chip maker SK hynix soared past $1 trillion on Wednesday thanks to frenzied global demand for the computing hardware that powers artificial intelligence tools.Shares in SK hynix, which supplies Silicon Valley's AI chip titan Nvidia with advanced high-bandwidth memory, were up more than 11 percent in early afternoon trade.
SK Hynix joins the $1 trillion club as memory chip stocks rally.
Unionised workers at Samsung Electronics have approved a highly contentious bonus pay deal - one that averts a massive 18-day strike but also exacerbates deep disparities in fortunes among workers at the tech conglomerate. Two unions for the world's largest memory chip maker said on Wednesday that 74% of the 62,616 workers who cast their votes had backed the deal. Shares in Samsung surged 6%, also helped by investor frenzy over the AI boom that has driven chip sector shares higher.
UBS placed the Street’s most bullish call on MU yet, triggering a 19% rally in the stock on Tuesday.
Samsung Electronics' labour union is expected to announce Wednesday whether chip workers voted to ratify a wage deal that would deliver massive AI-linked bonuses and helped avert a major strike.An electronic vote among about 70,000 unionised employees began Friday and runs until 10:00 am (0100 GMT) on Wednesday, with results expected shortly afterwards.
After a remarkable run, Micron just joined the elite club.
Wall Street is excited about SpaceX, OpenAI and Anthropic. But investors seem to prefer more diverse funds over individual companies.
STORY: :: MicronMicron Technology topped $1 trillion in market value for the first time on Tuesday...crowning a dizzying rally that has cemented the largest U.S. memory chipmaker as one of the standout winners of the AI boom.Micron's shares rose more than 18% on Tuesday, pushing the stock to a record high after brokerage firm UBS more than tripled its price target on the stock to over $1,600.The milestone underscores the central role of memory chips - used to store and move data - in AI infrastr
Micron stock is rising sharply after President Donald Trump praised the memory-chip company's investment plans.
Micron Technology briefly topped $1 trillion in market value for the first time on Tuesday, crowning a dizzying rally that has cemented the U.S.'s largest memory chipmaker as one of the standout winners of the AI boom. Micron's shares were last up 17.4% at $881.6 after rising as much as 19.3% earlier in the session, with Tuesday's boost coming after brokerage UBS increased its price target on the stock to $1,625 from $535 - the highest among the 46 brokerages covering the company, according t
Yahoo Finance Executive Editor welcomes Great Hill Capital Chairman and Managing Member Thomas Hayes, Yahoo Finance Senior Reporter Brooke DiPalma, and Senior Business Reporter Ines Ferre to discuss Opening Bid's stock of the day, DRAM (DRAM), the memory-focused ETF that has rapidly become the fastest-growing ETF in history amid soaring demand for AI infrastructure and memory chips.
Shares of Clear Secure (NYSE:YOU) gained 2. 4% in premarket trading on Tuesday after the company unveiled a partnership with Samsung Electronics America to introduce Samsung ID with CLEAR.
Workers are challenging a proposed pay deal they say favors chip division employees.
Welcome to the ETF show, DRAM.
(Bloomberg) -- A rally in Nokia Oyj is forcing investors to reconsider the company not as an old telecom-equipment stock, but as part of the infrastructure underpinning the artificial intelligence boom.Most Read from BloombergNvidia CEO Urges Super Micro to Tighten Up on ComplianceTrump Doctor Visit Renews Health Scrutiny as 80th Birthday NearsTrump Says He’ll Announce Negotiated Deal With Iran ShortlyRubio Sees Good News Coming on Hormuz as Iran Talks ContinueUS, Iran Inch Toward Deal as Gaps R
Micron stock was gaining after President Donald Trump praised the memory-chip company's investment plans.
A Samsung Electronics union representing the conglomerate's consumer electronics workers said on Tuesday it has asked a South Korean court to block a vote on a pay deal that primarily benefits their colleagues in the company's chip divisions. The government-mediated agreement reached last week, which averted an 18-day strike by 48,000 workers, provides huge bonuses for workers in Samsung's memory chip division, which has seen profits soar amid the AI boom. Voting by unionised workers began
Samsung's silicon photonics push adds new layer to Korea-Dutch chip ties digitimes
(Bloomberg) -- Huawei Technologies Co. said it has come up with a new pathway to shorten its gap with industry leader Taiwan Semiconductor Manufacturing Co., potentially achieving a breakthrough in making advanced semiconductors without cutting-edge equipment.Most Read from BloombergNvidia CEO Urges Super Micro to Tighten Up on ComplianceTrump Doctor Visit Renews Health Scrutiny as 80th Birthday NearsTrump Says He’ll Announce Negotiated Deal With Iran ShortlyRubio Sees Good News Coming on Hormuz
Artificial intelligence is turning the semiconductor industry upside down. For years, memory chips were treated like a commodity business — boom during shortages, bust during gluts, rinse and repeat. But AI may be rewriting the rules. Training large language models and powering hyperscale data centers requires staggering amounts of high-bandwidth memory, or HBM, and suddenly ... The Fastest-Growing ETF in History Is Riding the Supercharged AI Memory Boom
Investing.com -- South Korea is set to launch its first single-stock leveraged exchange-traded funds this week, offering investors products linked to semiconductor giants Samsung Electronics and SK Hynix that aim to deliver twice the daily performance of the underlying shares, Bloomberg reported on Sunday.
Alphabet Inc. subsidiary Google unveiled its Android XR-powered AI glasses at the Google I/O 2026 conference, signaling a broader push into the fast-growing smart glasses market currently dominated by Meta Platforms Inc.. Google's AI Glasses Challenge Meta's Market Lead The...
Air Products and Chemicals (NYSE:APD) secured a substantial contract to supply specialty gases for Samsung's next generation semiconductor fab in South Korea. The agreement includes building new production facilities dedicated to supporting Samsung's advanced chip manufacturing operations. This contract expands APD's role in the global semiconductor supply chain, tied to high specification materials and long term industrial infrastructure. For investors, this contract connects APD's core...
Micron Technology, Inc. (NASDAQ:MU) is among the most traded US stocks so far in 2026. On May 18, Citi lifted the price target on Micron Technology, Inc. (NASDAQ:MU) to $840 from $425 and maintained a Buy rating. The firm believes that the company is raising DRAM prices 40% in calendar Q2, after competitor Samsung’s whopping […]
Shares of memory chips maker Micron (NASDAQ:MU) jumped 2.3% in the afternoon session after AI chip leader Nvidia reported record sales and income, driven by what its CEO described as 'parabolic' demand for AI infrastructure.
A number of stocks jumped in the afternoon session after AI chip leader Nvidia reported record sales and income, driven by what its CEO described as 'parabolic' demand for AI infrastructure.
A number of stocks jumped in the afternoon session after AI chip leader Nvidia reported record sales and income, driven by what its CEO described as 'parabolic' demand for AI infrastructure.
On May 18, Micron's stock fell nearly 6%. On the same morning, three major Wall Street firms turned more bullish on the stock simultaneously. That kind of split between the tape and the research desk does not happen often. Understanding why Citi nearly doubled its price target on a stock that just ...
Samsung Electronics (KOSE:A005930) has introduced the Galaxy Book6 Enterprise Edition, its first laptop built specifically for corporate and institutional customers. The device targets security focused organizations with hardware level protections, biometric authentication, and enterprise management tools. The launch also brings Galaxy AI capabilities to business PCs, tying the laptop more closely to Samsung's broader Galaxy ecosystem. For investors tracking KOSE:A005930, this move adds a...
Texas Instruments Incorporated (NASDAQ:TXN) is included among the 10 High Quality Stocks to Buy According to Hedge Funds. On May 19, Mizuho raised its price recommendation on Texas Instruments Incorporated (NASDAQ:TXN) to $300 from $255. It reiterated a Neutral rating on the shares. The firm increased price targets across the semiconductor sector after reviewing the […]
Micron stock has bounced back from lows of below $660 earlier this week amid questions over memory-chip supply.
From a grotesque 230% valuation gap to a ticking energy crisis, this unstoppable market is more fragile than it looks.
STORY: From SpaceX's blockbuster IPO to Samsung's shares surging after a pay dispute... This is the Week in Numbers.:: The Week in Numbers:: $1 trillionOver $1 trillion is the value Elon Musk's SpaceX could reach in its stock market listing.That would immediately make it one of the world’s most valuable publicly traded firms.Musk has grown SpaceX into the world's largest rocket business by launching thousands of Starlink internet satellites.And pioneering reusable rockets.SpaceX is aiming to mak
Samsung Electronics' workers in South Korea on Friday began voting on a pay deal that ensures huge bonuses for its memory chip workers, but other employees who didn't fare as well said they plan to oppose it. The negotiations with Samsung's management were led by a representative from the company's chip division, who has said he expects the agreement to be ratified. His union bloc, known as the Samsung Electronics Labor Union (SELU), said on Friday that 32,882 of 57,290 eligible SELU members
The Roundhill Memory ETF (DRAM) declined 1.5% in Friday’s premarket session, tracking a 2.3% drop in Samsung shares in Seoul on Friday.
Taiwan, Europe packaging buildout; 2nm ramps; quantum big $; 2 new university hubs; agent honeypots; Samsung strike averted; extreme environment chip design; quantum-dot qubit device fabricated w/high-NA EUV; EU flagship power electronics project; CNTs. The post Chip Industry Week In Review appeared first on Semiconductor Engineering.
Samsung Electronics workers have announced a planned strike involving around 48,000 employees. The action targets Samsung's semiconductor operations, a key source of global NAND flash output. Any extended disruption could affect supply conditions for NAND suppliers, including NasdaqGS:SNDK. For NasdaqGS:SNDK, NAND flash sits at the core of its storage products for data centers, consumer devices, and enterprise customers. The planned Samsung strike comes at a time when AI build outs are...
[220+ Pages Latest Report] According to a market research study published by Custom Market Insights, the demand analysis of Global Private 5G Network Market size & share revenue was valued at approximately USD 4.5 Billion in 2025 and is expected to reach USD 6.8 Billion in 2026 and is expected to reach around USD 312.2 Billion by 2035, at a CAGR of 52.8% between 2026 and 2035. The key market players listed in the report with their sales, revenues and strategies are Technologies Inc., Fujitsu Lim
Samsung's tentative union agreement includes long-term stock and cash bonuses tied to semiconductor profit targets.
Asian chipmakers rallied after Jensen Huang highlighted fresh AI demand, physical AI and robotics as possible next growth drivers.
A number of stocks fell in the afternoon session after Kye-hyun, a former head of Samsung's semiconductor business, cast a shadow over the long-term outlook for memory chips, predicting that the current AI-driven "super cycle" could lose momentum by 2028, with aggressive expansion by Chinese chipmakers threatening to create a supply glut.
For all the hype over those two IPOs, South Korea’s SK Hynix could be the hottest new AI story for American investors in the coming weeks. The memory-chip maker has already filed an application to list American depositary receipts with the Securities and Exchange Commission. The size and pricing of the listing haven’t been decided, but SK Hynix could raise up to $10 billion according to local Korean media reports.
Micron Technology stock was rising on Thursday, signaling to investors that the memory-chip trade is back on as rival Samsung Electronics agreed a last-minute deal to avert a strike. Micron climbed 0.8% to $737.50 ahead of the opening bell. Futures tracking the were flat as investors tried to make sense of Nvidia first-quarter earnings.
Shares rose nearly 20% as Nvidia results lifted AI-linked stocks.
Micron Technology stock was rising on Thursday, signaling to investors that the memory-chip trade is back on as rival Samsung Electronics agreed a last-minute deal to avert a strike. Micron climbed 1.5% to $743 ahead of the opening bell. Futures tracking the were flat as investors tried to make sense of Nvidia first-quarter earnings.
A number of stocks fell in the afternoon session after a former Samsung executive warned of a potential downturn in memory chip prices due to expanding production capacity in China.
Asian stock markets turned in a mixed Thursday with powerful rallies in Tokyo and Seoul on tech stre
The pay deal reached between Samsung Electronics and its union is being hailed as a win for the company which gained key concessions and averted a massive strike, as well as for its memory chip workers - some of whom will receive $416,000 bonuses. Samsung's shares surged 8.5% to a record high on Thursday after the planned 18-day strike by some 48,000 domestic workers was suspended. Samsung workers had been furious about the large gap in bonuses with their peers at smaller rival SK Hynix whic
Samsung Electronics chip employees are expected to receive average bonuses worth 509 million won ($338,000) this year, a company official said Thursday, under a tentative deal between management and labour unions to avert a strike.Samsung semiconductor employees are expected to receive around 509 million won under the new deal, a company official confirmed to AFP on Thursday.
(Bloomberg) -- The windfall earned by Asian chip makers is coursing through the world economy, mirroring on a global scale the circular flow of money within the AI ecosystem.Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockGoldman CEO Slides Into Musk’s DMs During Bid to Lead SpaceX IPOIran Threatens to Retaliate Beyond Middle East If US AttacksNvidia Tells Skeptical Investors AI Is Ready to Go
(Bloomberg) -- The latest report from Nvidia Corp. may have left its investors wanting more but it gave a jolt to the shares of a broad swath of Asian tech companies. Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockIran Threatens to Retaliate Beyond Middle East If US AttacksNvidia Tells Skeptical Investors AI Is Ready to Go MainstreamGoldman CEO Slides Into Musk’s DMs During Bid to Lead SpaceX
(Bloomberg) -- Samsung Electronics Co. will distribute about 40 trillion won ($26.6 billion) to chip employees as a bonus for this year after the company struck a last-minute deal with labor unions to avert a strike.Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockIran Threatens to Retaliate Beyond Middle East If US AttacksGoldman CEO Slides Into Musk’s DMs During Bid to Lead SpaceX IPONvidia T
STORY: Samsung Electronics' shares surged Thursday after it clinched a deal with its South Korean union to avert an 18-day strike by some 48,000 workers.Shares in the world's largest memory chipmaker rocketed around 8% higher Thursday afternoon in Seoul.The agreement sparked relief, as Samsung accounts for about a quarter of the country's exports...and a strike could inflict significant damage on the economy and dent global chip supply.However, terms in the deal, including hefty bonuses for some
Check out the companies making headlines yesterday:
(Bloomberg) -- In a last-minute reversal, Samsung Electronics Co. reached a tentative deal with its labor union, averting a potentially crippling strike that had been scheduled to start Thursday at the world’s largest memory chipmaker.Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockIran Threatens to Retaliate Beyond Middle East If US AttacksNvidia Tells Skeptical Investors AI Is Ready to Go Ma
(Bloomberg) -- In a last-minute reversal, Samsung Electronics Co. reached a tentative deal with its labor union, averting a potentially crippling strike that had been scheduled to start Thursday at the world’s largest memory chipmaker.Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockSpaceX Filing Reveals $4.28 Billion Loss, Musk’s Tight GripIran Threatens to Retaliate Beyond Middle East If US A
South Korean stocks rallied after Samsung Electronics Co. reached a tentative deal with its labor union, defusing the threat of an imminent strike at the world's largest memory chipmaker.
Samsung Electronics' shares surged on Thursday after it clinched an 11th-hour deal with its South Korean union to avert a strike, although the terms which included bonuses of around $416,000 for some workers gave rise to some concern. A planned 18-day strike by some 48,000 union members has now been suspended, while the agreement, which was mediated by the government, is put to a vote between May 22 and May 27. The deal sparked relief across South Korea.
Shares opened lower in Europe on Thursday after a mixed session in Asia, where a rebound in oil prices eclipsed another broad rally on Wall Street. Shares in SK Hynix, a computer chipmaker partnering with Nvidia, surged 11.2%. The advance was partly powered by a stronger-than-expected quarterly report from chipmaker Nvidia, whose profit rocketed more than 200% higher in the February-April quarter from a year earlier, while revenue jumped 85%.
Oil prices jumped, European stock markets retreated and the dollar firmed Thursday as hopes of a Middle East peace accord faded on conflicting headlines on the state of talks."The UK economy is facing a perfect storm, as rising political uncertainty adds to the growing impact from the war in the Middle East," said Chris Williamson, chief business economist at S&P Global Market Intelligence.
TSMC's COUPE push puts Samsung's silicon photonics ambitions under pressure digitimes
Samsung Electronics' shares rose as much as 6.5% in morning trade on Thursday after the tech giant and its South Korean union reached a tentative pay deal, potentially averting a strike that had threatened to hit the economy and undermine global chip supply chains. The union said the planned 18-day strike by nearly 48,000 members would be suspended while the tentative 11th-hour deal is put to a vote between May 22 and 27. Ryu Young-ho, a senior analyst at NH Investment & Securities, said
FEATURE Micron Technology stock rose Wednesday. Its memory-chip rival Samsung Electronics faces the growing threat of a strike. Micron shares jumped 4.1% in afternoon trading. Already soaring prices for memory chips could receive a further boost after talks between Samsung management and labor representatives broke down Wednesday.
The Roundhill Memory ETF (CBOE:DRAM) launched on April 2, 2026 and has returned roughly 79% since inception, very nearly doubling investor capital in about seven weeks. That is the kind of performance you normally see from a single-stock momentum trade rather than a diversified fund. It happened because DRAM holds the three companies sitting on ... DRAM Has Nearly Doubled Since Its April Launch and After Following the AI Memory Shortage Daily These 3 Semiconductor ETFs Keep Rising in My Research
Shares of networking chips designer Marvell Technology (NASDAQ: MRVL) fell 5.3% in the afternoon session after a broad-based sell-off hit the semiconductor sector following news of a potential strike at Samsung and a stake sale by Taiwan Semiconductor Manufacturing (TSMC), which rattled global chip supply chains.
Shares of memory chips maker Micron (NASDAQ:MU) fell 7.2% in the afternoon session after a broad-based sell-off hit the semiconductor sector following news of a potential strike at Samsung and a stake sale by Taiwan Semiconductor Manufacturing (TSMC), which rattled global chip supply chains.
A number of stocks fell in the afternoon session after a broad-based sell-off hit the semiconductor sector following news of a potential strike at Samsung and a stake sale by Taiwan Semiconductor Manufacturing (TSMC), which rattled global chip supply chains.
A number of stocks fell in the afternoon session after a broad-based sell-off hit the semiconductor sector following news of a potential strike at Samsung and a stake sale by Taiwan Semiconductor Manufacturing (TSMC), which rattled global chip supply chains.
A number of stocks fell in the afternoon session after a broad-based sell-off hit the semiconductor sector following news of a potential strike at Samsung and a stake sale by Taiwan Semiconductor Manufacturing (TSMC), which rattled global chip supply chains.
A number of stocks fell in the afternoon session after a broad-based sell-off hit the semiconductor sector following news of a potential strike at Samsung and a stake sale by Taiwan Semiconductor Manufacturing (TSMC), which rattled global chip supply chains.
Micron, Nvidia and AMD gained as investors weighed possible memory market disruption
A number of stocks fell in the afternoon session after a broad-based sell-off hit the semiconductor sector following news of a potential strike at Samsung and a stake sale by Taiwan Semiconductor Manufacturing (TSMC), which rattled global chip supply chains.
A number of stocks fell in the afternoon session after a broad-based sell-off hit the semiconductor sector following news of a potential strike at Samsung and a stake sale by Taiwan Semiconductor Manufacturing (TSMC), which rattled global chip supply chains.
The Salzburg facility replaces circular wafers with square panels to cut dead space and lower cost per chip
The semiconductor industry is one of the most advanced and complex in the world. The semiconductor industry relies on highly specialized supply chains and manufacturing equipment. This ecosystem becomes highly complex because advanced chip manufacturing requires many process steps. The process involves companies from all over the world. Since the sector requires atomic precision, the ... Semiconductor Equipment Stocks Powering the AI Chip Manufacturing Boom: Etching
FEATURE Micron Technology stock was rising early on Wednesday. Its memory-chip rival Samsung Electronics faces the growing threat of a strike. Micron shares were up 4.1% in premarket trading. Already soaring prices for memory chips could receive a further boost after talks between Samsung management and labor representatives broke down Wednesday.
FEATURE Micron Technology stock was rising early on Wednesday. Its memory-chip rival Samsung Electronics faces the growing threat of a strike. Micron shares were up 4.1% in premarket trading. Already soaring prices for memory chips could receive a further boost after talks between Samsung management and labor representatives broke down Wednesday.
Micron Price Target Raised to Street-High $840 on AI Demand Surge
FTSE 100 up 52 points at 10,383 UK inflation eases to 2.8% in April M&S, British Land, Experian, Severn Trent report results 2.51pm: Wall Street opens higher US stocks have opened on the front foot, as chipmakers and AI-linked stocks resumed their climb ahead of Nvidia’s...
(Bloomberg) -- For much of the year, chip stocks have been powering the market higher. Now, Nvidia Corp.’s earnings have a chance to confirm that the rally has more room to run — or add another brick to investors’ wall of worry.Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaIran Threatens to Retaliate Beyond Middle East If US AttacksHasbro Cancels Dungeons & Dragons Game From ‘Star Wars’ VeteranUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersUS
The stock market looked set to snap a three-day losing streak on Wednesday, with tech helping drive the rebound. Chip makers Intel and Micron were the S&P 500's two best performers ahead of the opening bell.
FEATURE Micron Technology stock was rising early on Wednesday. Its memory-chip rival Samsung Electronics faces the growing threat of a strike. Micron shares were up 4.2% in premarket trading. Already soaring prices for memory chips could receive a further boost after talks between Samsung management and labor representatives broke down Wednesday.
Shares in Micron Technology, Inc. (NASDAQ:MU) climbed 3.
Investing.com --Micron Technology Inc (NASDAQ:MU) shares rose 3.8% in premarket trading Thursday, while SanDisk (NASDAQ:SNDK) gained 2.4%, as investors assessed the impact of a planned strike at Samsung Electronics (KS:005930).
Management and union leaders at Samsung Electronics failed to reach a last-minute deal over wages Wednesday, raising prospects for a strike at the South Korean electronics giant that could rattle global semiconductor supplies and the country’s trade-dependent economy. Government officials have threatened to invoke rarely used emergency powers to force a settlement at Samsung, where the union, which represents more than 70,000 workers, says the company has failed to offer adequate compensation d
A planned strike at South Korean chip giant Samsung Electronics will go ahead from Thursday, its union said, after talks on bonus payouts collapsed, raising concerns over a disruption to the country's key semiconductor industry.The strike does not mean it would "automatically trigger an economic crisis," he told AFP. - AI boom - Samsung is a major producer of chips used in everything from artificial intelligence to consumer electronics, raising the prospect that the planned strike could cause se
Samsung Electronics' union plans for 48,000 workers to walk off the job on Thursday after efforts to clinch a deal on bonus payments fell through, threatening the health of South Korea's economy and denting the global supply of semiconductors. Bowing and holding back tears, union leader Choi Seung-ho said the union had accepted a final proposal presented by a government mediator, but the 18-day strike would go ahead as management had not come round on one remaining sticking point. "We will n
Micron stock has been pressured by higher bond yields but Wall Street analysts are still positive on the memory-chip company.
The AI eyewear will launch this fall in several optical and sunglass styles, per the announcement made during Google’s I/O event.
In the battle between the two leading emerging market stock ETFs, iShares has the advantage. The iShares ETF, now trading around $78, has jumped 38% over the past year and 18% so far in 2026, while the Vanguard ETF, at about $58, has gained 22% in the past 12 months and 9% so far in 2026. The Korean market now accounts for about 20% of the iShares ETF, double its weighting of a year ago.
Samsung recently entered the trillion-dollar club, and another Korean AI chip stock could as well sooner than later.
Dell stock received two price-target hikes after the company detailed its strategy to capitalize on the AI megatrend.
Micron stock has been pressured by higher bond yields but Wall Street analysts are still positive on the memory-chip company.
Wedbush Securities Managing Director of Equity Research Matt Bryson joins Julie Hyman on Market Catalysts to discuss the sell-off in memory stocks after Seagate’s (STX) CEO warned the company may not be able to meet chip demand.
Micron stock has been pressured by higher bond yields but Wall Street analysts are still positive on the memory-chip company.
(Bloomberg) -- Supercharged gains in a handful of companies and weak market breadth are stoking concerns that the world’s hottest stock market is overheating in some pockets. Most Read from BloombergUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersBillionaire Rinehart Bets $100 Million on US Defense StocksTrump Says Holding Off on New Iran Strikes After Gulf AppealStocks and Oil Whipsaw on Mixed US-Iran Signals: Markets WrapElon Musk Loses Case Against Sam Altman Over OpenAI’s OverhaulU
China's top flash memory chipmaker YMTC has begun the so-called "tutoring" process for a potential initial public offering, where a company receives formal pre-IPO guidance from an investment bank, a regulatory filing showed on Tuesday. Yangtze Memory Technologies Co (YMTC) has hired CITIC Securities, a Chinese state-owned investment bank, to guide its IPO preparation ahead of a potential stock market listing.
Micro-transfer printing for silicon photonics; 2D electronics for CFETs; ANN thermal-aware GAA FET modeling; optical phased arrays; ferroelectric tunnel junctions for image generation; functional safety and PPA evaluation. The post Chip Industry Technical Paper Roundup: May 19 appeared first on Semiconductor Engineering.
(Bloomberg) -- Seagate Technology Holdings shares fell 6.9% Monday in its worst one-day drop in nearly two months after management comments at a JPMorgan conference sparked investor fears that the company won’t be able to keep up with soaring demand for memory chips. Most Read from BloombergUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersBillionaire Rinehart Bets $100 Million on US Defense StocksTrump Says Holding Off on New Iran Strikes After Gulf AppealStocks and Oil Whipsaw on Mixed
Global shares were mixed Tuesday as uncertainty about what will happen with the Iran war roiled global markets. France's CAC 40 edged up 0.6% in early trading to 8,034.62, while the German DAX gained 1.1% to 24,574.98. Britain's FTSE 100 rose 0.6% to 10,384.15.
Samsung Electronics and its South Korean labour union began another round of government-mediated talks on Tuesday to break an impasse in negotiations over pay and bonuses and avert the biggest strike in the tech conglomerate's history. Samsung and the labour union remained far apart during talks on Monday, the chairman of the National Labor Relations Commission told reporters. Samsung and the labour union did not immediately respond to requests for comment.
Nvidia earnings report is expected to be the main event for tech investors this week.
AI server demand remains Micron’s key upside driver, with the next earnings update set to give investors more detail on DRAM pricing and high-bandwidth memory demand.
A new technical paper, “Water-based, large-scale transfer of 2D materials grown on sapphire substrates,” was published by researchers at AMO GmbH, RWTH Aachen University, and AIXTRON SE. Abstract “Two-dimensional materials (2DMs) hold significant potential for future electronics, as demonstrated by high-performing devices for sensing, optics, and electronics. However, scalable growth techniques such as metal-organic chemical... » read more The post A Deionized Water-Based Large-Scale Transfer Pr
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the Best Stocks to Invest in For 5 Years According to Billionaires. On May 15, Bank of America Securities analyst Haas Liu reiterated a Buy rating on Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) with a price target of 2,560 Taiwan dollars. The firm noted that competitive […]
Nvidia earnings report is expected to be the main event for tech investors this week.
(Bloomberg) -- Apple Inc. is preparing a wave of artificial intelligence features for its next iPhone and iPad operating systems, including a grammar checker and new shortcut options, part of an effort to narrow the gap with capabilities available on rival devices.Most Read from BloombergStocks and Oil Whipsaw on Mixed US-Iran Signals: Markets WrapBillionaire Rinehart Bets $100 Million on US Defense StocksUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersIranian Media Said US Offered Int
Chinese memory chipmaker posts more than 20 billion yuan profit as AI-driven DRAM demand lifts pricing.
Shares rise as investors watch efforts to avoid chip strike
Nvidia earnings report is expected to be the main event for tech investors this week.
The choice between the Roundhill Memory ETF (CBOE:DRAM) and the iShares Semiconductor ETF (NASDAQ:SOXX) looks like a semiconductor exposure decision, but it is really a question about how concentrated a cyclical bet you want to make. SOXX gives you the whole chip stack. DRAM gives you three companies in a trench coat: Samsung Electronics, SK ... DRAM Surged 51% in One Month While SOXX Climbed 32%, but Only One Survives the Memory Cycle Downturn
Micron Technology stock slumped Monday. Investors were watching for labor action at rival Samsung Electronics that could disrupt memory-chip supplies and further boost prices. It was Micron’s third consecutive trading day down after rising more than 140% this year.
U. S. stock futures moved lower on Monday as investors remained cautious amid elevated global bond yields and ongoing geopolitical tensions surrounding Iran.
Dominion stock rallies after NextEra Energy strikes a roughly $67 billion deal to acquire the electric utility.
Micron Technology stock was gaining early Monday. Investors are watching for labor action at rival Samsung Electronics that could disrupt to memory-chip supplies and further boost prices. Micron shares were up 1.3% in premarket trading after closing down 6.6% on Friday.
(Bloomberg) -- South Korean stocks erased their morning losses to finish higher, as optimism over progress in Samsung Electronics Co.’s labor talks helped offset the hit to sentiment from rising bond yields.Most Read from BloombergUS and Iran Far From Deal as Bond Rout Piles Pressure on TrumpWinners and Losers From Trump and Xi’s Beijing Summit TalksBillionaire Rinehart Bets $100 Million on US Defense StocksOil Falls on US-Iran Hopes as Stocks, Bonds Waver: Markets WrapUS, Iran Stall on Hormuz R
Interactive Brokers Group Inc. (NASDAQ:IBKR) is one of the best large cap stocks to buy under $100. On May 7, Interactive Brokers announced the launch of access to equities listed on the Korea Exchange/KRX, making it the first major US-based broker to offer trading in South Korea’s $4 trillion equity market. This addition enables international […]
(Bloomberg) -- Kioxia Holdings Corp.’s shares rose 16% to a new high on Monday, as buy orders flooded in after the memory supplier reported soaring profit and gave an outlook that trounced estimates.Most Read from BloombergUS and Iran Far From Deal as Bond Rout Piles Pressure on TrumpWinners and Losers From Trump and Xi’s Beijing Summit TalksHormuz Oil Flows Creep Higher as More Supertankers ExitUS, Iran Stall on Hormuz Reopening as Oil Supplies TightenBillionaire Rinehart Bets $100 Million on U
Samsung hit a $1 trillion market cap this month, driven by an AI-fueled memory chip shortage expected to continue amid until at least 2027.
Counterpoint Research said the smartphone industry is rapidly shifting toward Agentic AI, with chipmakers and device makers racing to build smarter, context-aware AI experiences directly into smartphones. Qualcomm And MediaTek Intensify AI Smartphone Competition Counterpoint Research noted on Thursday that...
SEMIFIVE, a leading global provider of custom AI semiconductor (ASIC) solutions, today announced record-breaking revenue and new orders for the first quarter of this year, marking the beginning of an accelerated growth phase.
(Bloomberg) -- Brian Emes manages a retail store in Lethbridge, Alberta, a small city on the Canadian prairie about a two-hour drive from the US border. On the morning of May 11, before opening the shop, the 43-year-old launched his brokerage app and bought 55 shares of an exchange-traded fund that hadn’t existed until early April. Most Read from BloombergWinners and Losers From Trump and Xi’s Beijing Summit TalksHormuz Oil Flows Creep Higher as More Supertankers ExitUS, Iran Stall on Hormuz Reo
Netlist (OTCMKTS:NLST) reported record quarterly revenue for the first quarter of 2026, citing strong demand for memory products, tight industry supply and higher DRAM pricing as key drivers of its performance. Chief Executive Officer Chuck Hong said the company delivered “a strong first quarter pe
Samsung Electronics (KOSE:A005930) and Withings are partnering to link their wearable and health management technologies. The collaboration focuses on data syncing between Samsung Health and Withings apps to give users a more unified health data view. The partnership targets cross platform health tracking, connecting Samsung devices with Withings health monitoring products. Samsung Electronics (KOSE:A005930) has been building out its position in consumer electronics, including smartphones,...
South Korea is often-overlooked but its stock market is the hottest in the world this year. The boom is led by chip powerhouses SK Hynix and Samsung Electronics.
The market’s appetite for memory chip makers is feverish, but this subset of the semiconductor industry might be looking a bit too hot. Memory companies have been the latest beneficiaries of the artificial-intelligence investing craze, a boom that has lifted the entire semiconductor sector. The reason is its focus on memory chips and its heavy concentration on three companies in particular: Micron Technology and South Korea’s SK Hynix and Samsung Electronics.
The Roundhill Memory ETF (CBOE:DRAM) launched on April 2, 2026 as the first pure-play memory chip ETF, and in roughly six weeks it has returned 96%. Investors own DRAM for clean exposure to the HBM and AI memory build-out without picking between Samsung, SK hynix, or Micron. The catch: DRAM is a three-stock basket in ... The DRAM ETF Holds 73% in Just Three Companies, And That’s the Real Problem
Micron (NASDAQ:MU) is the memory stock dominating every AI headline this quarter, with traders glued to high-bandwidth memory pricing and the next supply-cycle data point. But here is what you should actually be watching. Memory has always been a commodity-cyclical business. The pricing leverage powering Micron’s current run can reverse on a single Samsung or ... Forget Micron. Every Dollar of AI Memory Spending Has to Pass Through These 2 Stocks First
Investing.com -- Samsung Electronics has entered emergency management mode as up to 50,000 employees prepare to strike for 18 days starting May 21, according to Mizuho TMT Sector Specialist Jordan Klein. The company has begun a "warm down" of its memory fabs at the Pyeongtaek facility to prevent equipment damage during a potential stoppage.
STORY: Samsung's labor union said Friday it's still committed to a planned strike starting next week.That's despite the company proposing to resume pay talks without conditions.Government-mediated negotiations between the union and the company over pay and bonus schemes collapsed this week.It led to more concerns about a strike at the world's biggest memory chipmaker.The union said Friday it was willing to hold new talks after June 7.But it kept plans for an 18-day strike from May 21 which could
Asian stock markets retreated Friday as traders weighed geopolitical concerns, inflation, labor issu
(Bloomberg) -- South Korea’s benchmark stock index briefly breached the 8,000 mark for the first time on Friday, just seven sessions after it reached the 7,000 milestone.Most Read from BloombergHormuz Oil Flows Creep Higher as More Supertankers ExitIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsWhat Is The Thucydides Trap and Why Did Xi Raise It With Trump?Xi Tells US CEOs on Trump Visit That China Will Open Up MoreTrump Says China Offered Help on Iran as Ship Taken Near U
(Bloomberg) -- Kioxia Holdings Corp., the world’s best-performing major stock this year, said it would list its shares in the US as it reaps the benefits of a global memory chip shortage that’s ratcheted up prices of the vital component.Most Read from BloombergHormuz Oil Flows Creep Higher as More Supertankers ExitIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsWhat Is The Thucydides Trap and Why Did Xi Raise It With Trump?Xi Tells US CEOs on Trump Visit That China Will Ope
Japanese memory chipmaker Kioxia said on Friday it expected operating profit for the April-June quarter to reach 1.3 trillion yen ($8.20 billion) as the artificial intelligence boom boosts chip demand. The maker of NAND flash memory chips reported operating profit rose 92.7% to 870.4 billion yen in the year ended March, beating estimates. Kioxia said it is preparing to list American depositary shares on a U.S. exchange to grow its investor base.
Samsung Electronics' South Korean labour union said on Friday it remained committed to a planned strike starting next week, even after the company proposed resuming pay talks without conditions, sending shares down as much as 9.3%. Government-mediated negotiations between the union and the company over pay and bonus schemes collapsed this week, heightening concerns about a strike at the world's biggest memory chipmaker. The union on Friday said it was willing to hold new talks after June 7,
AMD (NasdaqGS:AMD) is reportedly close to signing an agreement with Samsung for 2nm chip production. The move would expand AMD's access to advanced semiconductor manufacturing capacity beyond its current reliance on TSMC. The potential deal is expected to support future cutting edge product lines and diversify AMD's supply chain. AMD operates across CPUs, GPUs, data center products, and custom chips, putting it at the center of high performance and AI computing demand. As chip complexity...
A number of stocks jumped in the afternoon session after worries about a global chip shortage reached parabolic territory driven by AI optimism and strong investor momentum.
The Roundhill Memory ETF (DRAM) has become the fastest-growing ETF ever, soaring past $6.5 billion in managed assets. This comes as memory chip stocks like Micron Technology (MU) surge by 180% year-to-date in 2026 and Sandisk (SNDK) skyrocketing over 3,200% over the past year alone. Roundhill Investments CEO Dave Mazza — whose firm manages the fund — comes on Market Catalyst to talk about the ETF's growth and the supply and demand dynamics at play with AI data center projects.
Shares of computer processor maker Intel (NASDAQ:INTC) jumped 2.6% in the afternoon session after worries about a global chip shortage reached parabolic territory driven by AI optimism.
A number of stocks jumped in the afternoon session after worries about a global chip shortage reached parabolic territory driven by AI optimism and strong investor momentum.
DEEPX, a leading fabless AI semiconductor company specializing in ultra-low-power Neural Processing Units (NPUs), today announced a visionary partnership with Ultralytics, the company behind Ultralytics YOLO, the most widely deployed computer vision architecture in the world, with over 130K GitHub stars.
Micron shares bounced back after a steep drop briefly erased nearly $100 billion in market value.
UK silicon photonics sector nears turning point amid calls for investment New Electronics
Shares of memory chips maker Micron (NASDAQ:MU) jumped 5.3% in the morning session after reports revealed a potential global chip shortage stemming from a competitor's labor issues.
DEEPX, a leading fabless AI semiconductor company specializing in ultra-low-power Neural Processing Units (NPUs), announced a strategic partnership with Ultralytics, creator of Ultralytics YOLO—the world's most widely deployed computer vision architecture with over 130K GitHub stars.
Memory stocks have skyrocketed. Can the rally keep going?
SK Hynix is on the verge of topping a $1 trillion market value, just weeks after Samsung Electronics crossed the milestone, as strong demand for artificial intelligence places South Korea at the heart of Asia's AI boom. SK Hynix shares have risen more than 200% this year, after rising an eye-watering 274% in 2025, driven by AI-related demand for both conventional memory chips and high-bandwidth memory (HBM) chips used in AI servers.
Introduction For decades, semiconductor cycles followed a fairly predictable sequence. Demand improved, companies bought more equipment to make more chips, unit shipments increased so that supply exceed demand, and pricing eventually weakened as oversupply returned to the market. Investors therefore learned to focus primarily on unit growth because pricing historically lagged demand rather than led ... The Semiconductor Upcycle Is Being Driven by Memory Pricing, Not Unit Growth
A walkout at rival Samsung could hit about 3% of global memory-chip production, according to estimates.
A walkout at rival Samsung could hit about 3% of global memory-chip production, according to estimates.
South Korea’s stock market is up over 80% this year, yet hedge fund managers still see value opportunities.
Micron Technology stock advanced Wednesday, set to close with a market capitalization above $900 billion for the first time. Labor unrest at Samsung Electronics could intensify the memory-chip supply crunch. Micron shares jumped 5.7% to $810.25 on Wednesday.
Investing.com -- JPMorgan analysts maintained their bullish stance on Samsung Electronics Co Ltd on Wednesday, urging investors to buy any pullback in shares despite an escalating labor dispute that some say threatens to disrupt global chip supply chains.
Micron Technology stock and Sandisk were gaining early Wednesday. Labor unrest at Samsung Electronics could intensify the memory-chip supply crunch. Micron shares were up 6.2% in premarket trading, and Sandisk stock was rising 5.2%.
Investing.com -- Shares in semiconductor, optical networking, and data storage companies have surged in premarket trading on Wednesday, driven by tightening global memory chip supply and a boost in sentiment as Nvidia Chief Executive Jensen Huang joined President Donald Trump on his visit to China.
(Bloomberg) -- The worsening shortage in global memory chips due to the artificial intelligence buildout is driving a widening gulf in corporate results and stock performances.Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyNvidia’s CEO Joins Trump in China With AI in the SpotlightMamdani Scraps Property Tax Hike, Counts Second-Home RevenueShares of memory makers Micron Technology Inc. and Sa
STORY: Samsung Electronics and its union didn't reach a pay deal on Wednesday, which risked a massive strike.The update followed long government-mediated talks on Monday and Tuesday.Any industrial action could impact the wider South Korean economy.The country's authorities were so concerned they called an emergency meeting.Prime Minister Kim Min-seok told the government to closely manage the situation and encourage more dialogue to prevent a strike.Samsung shares fell as much as 6% after the new
Apple Inc. (NASDAQ:AAPL) strengthened its position in the U.S. smartphone market during the first quarter of 2026 as analysts at Counterpoint Research said delayed rival launches, stronger carrier performance, and pressure on lower-cost Android brands reshaped industry dynamics. Apple Outperformed A Weak Smartphone Market Counterpoint Research noted on Tuesday that Apple's U.S. iPhone sales volume rose 1.3% year over year in the first-quarter of 2026, while the broader U.S. smartphone market dec
(Bloomberg) -- Chinese investors are heading into the earnings season demanding proof that billions in AI spending by tech giants is paying off.Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyNvidia’s CEO Joins Trump in China With AI in the SpotlightMamdani Scraps Property Tax Hike, Counts Second-Home RevenueThat spotlight will fall on Alibaba Group Holding Ltd. and Tencent Holdings Ltd. when
Recent performance snapshot Without a specific news catalyst driving headlines today, Samsung Electronics (KOSE:A005930) still draws attention after a month return of 35.44% and a past 3 months return of 66.27%, alongside revenue of ₩388.41b and net income of ₩83.36b. See our latest analysis for Samsung Electronics. The latest share price of ₩279,000 sits alongside a year to date share price return of 117.12% and a very large 1 year total shareholder return, suggesting strong momentum that...
Samsung Electronics and its union failed to reach a pay deal on Wednesday, heightening the risk of a long strike that threatens not only chip production and the semiconductor giant's standing, but also the health of the export-reliant South Korean economy. Underscoring the angst caused by the potential strike, South Korea called an emergency meeting for related ministers. There, Prime Minister Kim Min-seok instructed the government to closely manage the situation "considering the gravity of t
Intel Corporation (NASDAQ:INTC) is one of the top “blue chip” stocks that were suddenly on fire in April. Reuters reported on May 5 that, according to Bloomberg News, Apple Inc held exploratory discussions regarding the use of Intel Corporation (NASDAQ:INTC) and Samsung Electronics for the production of the main processors for its devices. Apple executives […]
Artificial intelligence has a funny way of turning obscure hardware components into economic kingmakers. A year ago, most investors barely thought about DRAM memory prices. Today, they may matter as much to AI growth as Nvidia (NASDAQ:NVDA) GPUs. Why? Because AI models do not just need processing power — they need massive amounts of memory ... Artificial Intelligence’s No. 1 Bottleneck Just Surged 497%
The iShares MSCI South Korea ETF (NYSEARCA:EWY) is up 80% year-to-date and about 200% over the past year, which is not what a country fund is supposed to do, especially one that spent a decade as the poster child for the “Korea discount.” The reason it has done it anyway is hiding in plain sight ... This “Boring” Country ETF Is Secretly A High-Octane AI Hardware Trade
A new technical paper, “Challenges and prospects of 2D electronics for future monolithic complementary field-effect transistors,” was published by researchers at Sungkyunkwan University, Hangyang University, Istituto Italiano di Tecnologia, Shanghai University, Jeonbuk National University, and Kyonggi University. Abstract “With planar complementary metal-oxide-semiconductor (CMOS) scaling nearing its physical limits, the transistor roadmap is transitioning toward monolithic... » read more The po
Shares of the Roundhill Memory ETF (CBOE:DRAM) are off roughly 5% in early Tuesday trading, changing hands near $52.30 after closing Monday at $55.08. The slide caps a remarkable six-week sprint that saw the newly minted ETF roughly double since its April 2 inception. DRAM was up 30% in the week through Monday and 70% ... DRAM ETF Drops 5% as Memory Trade Cools After Parabolic Run
South Korea's KOSPI index took a tumble Monday as an official floated the idea of a giving excess AI profits to the country's citizens.
Investing.com -- Memory chip stocks have posted significant gains over the past month, with Micron Technology (NASDAQ:MU) climbing 90%, Sandisk Corporation rising 82%, and SK hynix advancing 78% over the 30-day period.
Recast, a leader in modern application and endpoint management, today announced that Shanmugam Senthil has joined the company as Senior Director of Engineering and India Site Leader. Based in Bangalore, Senthil will help establish Recast's India presence and strengthen the company's engineering organization to support continued growth. His combination of Microsoft platform expertise and technology leadership experience gives Recast added depth as it evolves its capabilities to help customers man
The optical interconnect boom has a manufacturing problem Electronics360
Oracle today announced that the Oracle Java SE Universal Subscription will help standardize global software development at Samsung Electronics, a world leader in advanced semiconductor technology. With the Oracle Java SE Universal Subscription, Samsung can simplify IT operations and strengthen security by consolidating its global internal application development on Oracle Java.
South Korea's KOSPI index took a tumble Monday as an official floated the idea of a giving excess AI profits to the country's citizens.
Investing.com -- Semiconductor stocks declined Tuesday after South Korean policymakers proposed a "citizen dividend" funded by taxes on AI profits, sparking concerns about potential levies on chipmakers.
(Bloomberg) -- A top South Korean policymaker said the nation should pay citizens a “dividend” using taxes on AI profits, underscoring growing pressure to redistribute gains from a boom that’s enriched chipmakers like Samsung Electronics Co. and SK Hynix Inc.Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyIran Makes New Offer on Uranium in Response to US, WSJ SaysMamdani Scraps Property Tax H
AI Push Drives Micro-LED CPO Market Toward $848M Opportunity Electronics For You BUSINESS
Oil prices climbed on Tuesday as US-Iran talks stalled, while South Korean calls for a social tax on AI profits dragged down the tech-rich Kospi index.South Korea is riding an AI chip boom driving massive earnings for tech giants Samsung and SK hynix, which had sent the Kospi to record highs in recent weeks.
As global supply chains accelerate their shift toward Southeast Asia, Vietnam is rapidly emerging as one of the world's most dynamic manufacturing hubs. In early 2026, the country recorded a 22.2% year-on-year increase in total trade, fueled by strong growth in electronics manufacturing, semiconductors, and high-performance materials exports.
Micron stock rallied as NSEU announced a strike at Samsung Electronics. Here’s why the potential 18-day walkout may prove bullish for MU shares.
Micron and SK Hynix stocks rose Monday. Memory-chip rival Samsung could be about to take a hit to production.
Alpha Structural, a leader in structural and foundation repair, hillside stabilization, and landslide mitigation, has been named to Fast Company's prestigious list of the World's Most Innovative Companies of 2026, ranking No. 10 in the Corporate Social Responsibility category. The annual list recognizes organizations shaping industry and society through innovation, with Alpha Structural joining global brands including Microsoft, LEGO, IKEA, and Samsung.
Micron Technology (NASDAQ:MU) shares jumped 5. 75% on Monday as investors reacted to growing concerns over potential labor disruptions at Samsung Electronics and ongoing supply tightness in the memory chip market.
Investing.com -- Micron Technology (NASDAQ:MU) shares rose 5.75% Monday as labor unrest at Samsung Electronics and supply constraints drove optimism, with Deutsche Bank setting a $1,000 price target for the memory-chip maker, matching the Street high.
Moderna pares gains after the U.S. health department says a passenger on a repatriation flight tested mildly positive for hantavirus. Moderna says it’s working on an ‘early-stage and ongoing’ treatment for hantavirus.
The AI-powered tech rally showed no signs of slowing down on Monday, as two red-hot chip stocks continued to surge. Micron Technology rose 2.8% as rival memory chip maker Samsung tried to avoid a general walkout.
Micron stock was rising along with SK Hynix. Their memory-chip rival Samsung could be about to take a hit to production.
SAN JOSE, Calif. , May 11, 2026 (GLOBE NEWSWIRE) -- Dinnar Automatic Intelligence Inc., a Chinese industrial AI company that specializes in machine-vision quality inspection, has opened its U.S. headquarters in Silicon Valley as American manufacturers ramp up automated production at home. The company, founded by Yinghua “Terry” Qin, reports more than $42 million in annual revenue and counts more than 200 Tier-1 manufacturers as customers, including CATL, LG Electronics, Samsung and BOE, along wi
Micron stock was rising along with SK Hynix. Their memory-chip rival Samsung could be about to take a hit to production.
World shares were mixed Monday after Wall Street set more records, and oil rose more than 2% following U.S. President Donald Trump’s rejection of Tehran’s response to the latest U.S. proposal on ending the war in Iran. In Asia, Tokyo’s Nikkei 225 fell 0.5% to 62,417.88 after briefly reaching another record high in intraday trading at above 63,300. Technology-related stocks and growing artificial intelligence-related interest have supported markets in Japan and South Korea despite the Iran war,
Wall Street weighs the bottlenecks within the AI trade.
(Bloomberg) -- As the focus moves away from the Iran war, investors and strategists alike are looking for the next leg up in equities. Many are turning to Asia. Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysTrump Rejects New Iran Peace Offer as ‘Totally Unacceptable’Drone Hits Ship Near Qatar as US Awaits Iran Peace Plan ResponseJudge to Review Musk, SEC Settlement Deal in Twitter Stake CaseOnline Mob Fuels 6,000% Stock Rally in Obscure SpaceX RivalShares in
Arlo Technologies (NYSE:ARLO) reported record first-quarter 2026 revenue and earnings, with management pointing to rapid growth in paid accounts, higher average revenue per user and expanding services margins as the main drivers of the quarter. CEO Matt McRae described the period as a “spectacular
Advanced Micro Devices Inc. (NASDAQ:AMD) is one of the best high volume stocks to invest in according to hedge funds. On May 5, AMD reported Q1 2026 revenue of $10.3 billion, a 38% increase year-over-year. The Data Center segment officially became the company’s primary growth engine, contributing $5.8 billion (up 57% year-over-year) due to high […]
Introduction Over more than three decades, Arm evolved into a leading CPU architecture supplier for smartphones and embedded devices, licensing CPU architectures and core designs to customers such as Apple (AAPL), Qualcomm (QCOM), Nvidia (NVDA), Samsung, and MediaTek instead of manufacturing chips itself. In 2025, that business model began changing with the introduction of Arm’s ... Arm Is Quietly Becoming The CPU Backbone Of AI
(Bloomberg) -- After Lip-Bu Tan became chief executive officer of Intel Corp. in March of last year, the struggling company’s shares went nowhere for seven months while the chipmaker was getting trounced in the market for artificial intelligence.Most Read from BloombergTrump Wants to Make H-1B Workers More Expensive for US EmployersBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsOnline Mob Fuels 6,000% Stock Rally in Obscure SpaceX RivalTrump Punts Thorniest Iran Cha
Samsung Electronics' union said on Friday it will enter a mediation process with the company on May 11 and 12 over a wage dispute that has threatened to escalate into a full-blown strike at the company. Negotiators from the union, management and the government met on Friday, with Labour Ministry officials pledging "full support" for talks between the two sides, the union said. Shares of Samsung Electronics jumped 2.6% in after-hours trading in Seoul.
Netlist might be the most important AI stock that you have never heard of.
The 2026 chip war is over. Apple (NASDAQ:AAPL) won it in procurement meetings, well before product launches. The market is just catching up. Apple’s $287.44 share price and $4.22 trillion market cap already reflect what the silicon industry figured out two quarters ago: when you control the most advanced node and the scarcest memory, the ... The 2026 Chip War Is Already Over and Apple Dominated
Taiwan and South Korea sit at the center of the global chip supply chain, and three exchange-traded funds offer the most direct way to hold that exposure: the iShares MSCI Taiwan ETF (NYSEARCA:EWT), the iShares MSCI South Korea ETF (NYSEARCA:EWY), and the iShares Semiconductor ETF (NASDAQ:SOXX). Taiwan Semiconductor Manufacturing sits at the center of the ... EWT, EWY, and SOXX: The Only 3 ETFs You Need for Semiconductor Dominance
Why it's no longer sufficient to simulate a physical vehicle or subsystem. The post The Emergence Of Electronics Digital Twins For Software-Defined Vehicles appeared first on Semiconductor Engineering.
Atomera (NASDAQ:ATOM) executives said the company made progress across several customer engagements during its first-quarter 2026 earnings call, highlighting momentum in advanced logic, memory, RF, power devices, and gallium nitride (GaN) applications for its Mears Silicon Technology (MST). Gate-Al
GlobalFoundries unveils silicon photonics platform to support co-packaged optics New Electronics
[News] Samsung Foundry Reportedly Wins Optical Module Order, Steps Up Silicon Photonics and CPO Drive LEDinside
Is KLAC a good stock to buy? We came across a bullish thesis on KLA Corporation on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on KLAC. KLA Corporation’s share was trading at $1,812.06 as of April 22nd. KLAC’s trailing and forward P/E were 52.75 and 36.76 respectively according to Yahoo Finance. KLA Corporation […]
[News] Samsung Foundry Reportedly Wins Optical Module Order, Steps Up Silicon Photonics and CPO Drive TrendForce
Samsung’s Next AI Bet: CPO Platforms and LPU Foundry semivision
NLM Photonics and Spark Photonics collaborate on silicon organic hybrid photonics New Electronics
AI optical transceiver market up 57% YoY Electronics Weekly
Molex agrees to acquire Teramount in move to advance co-packaged optics New Electronics
[News] Silicon Photonics Race Intensifies as TSMC Targets 2026 COUPE Production, Samsung Eyes 2029 CPO Turnkey TrendForce
Samsung reportedly aims to begin silicon photonics mass production in 2028 digitimes
Samsung Electronics Launches Silicon Photonics Foundry Business thelec.net
Molex Accelerates AI Cluster Scaling with New Optical Interconnect and High-Radix Optical Circuit Switch Platform Electronics Media
World’s First 6-Inch InP Photonic Chip Industrial Wafer Fab Broke Ground Electronics Media
Ayar Labs Secures $500 Million To Scale Co-Packaged Optics Electronics For You BUSINESS
What caught your eye? (AI optical interconnects, ASML packaging, ConnectedCosmos) Electronics Weekly
Nvidia invests $4bn in Lumentum and Coherent for optical interconnect Electronics Weekly
Salience Labs and Tower Semiconductor to produce optical circuit switches for AI data centres New Electronics
Photonic integrated circuit market projected to more than double by 2030 New Electronics
DARPA puts up $35m for innovative photonic ICs Electronics Weekly
Photonics-Electronics Convergence Technology Market to Cross USD 104.26 Billion by 2032 as Data, AI, and Defense Systems Hit the Limits of Conventional Electronics PR Newswire UK
Photonics-Electronics Convergence Technology Market to Cross USD 104.26 Billion by 2032 as Data, AI, and Defense Systems Hit the Limits of Conventional Electronics PR Newswire
Veeco, imec develop 300mm BTO silicon photonics platform Electronics360
Europe’s leadership in photonic chips under threat New Electronics
Samsung moves to narrow gap with TSMC as silicon photonics race heats up digitimes
[News] Silicon Photonics Momentum Builds: Samsung Ramps R&D in Singapore, UMC Teams With IMEC TrendForce
High Growth Tech Stocks In Asia Including Samsung Electronics Yahoo Finance
The future of European electronics: the SiCPIC project polito.it
World’s First Hybrid Chip Combines Electronics, Photonics, and Quantum Power SciTechDaily
Connecting Quantum Electronics and Photonics using Silicon Color Centers National Institute of Standards and Technology (.gov)
[News] Samsung Reportedly Joins Broadcom on Silicon Photonics, with Commercialization Expected in 2 Years TrendForce
Optical transceiver market to be worth $22.3bn in 2028 Electronics Weekly
Samsung Electronics Co., Ltd.: Target Price Consensus and Analysts Recommendations | A005930 | KR7005930003 marketscreener.com
Lumentum and Ayar Labs collaborate on supplying optical interconnect solutions New Electronics
Silicon photonics interfaced with integrated electronics for 9 GHz measurement of squeezed light Nature