Samsung Electronics Co., Ltd.

Investing.com -- Asian chipmaking stocks fell on Monday as renewed concerns over the pace of artificial intelligence development weighed on the sector, after OpenAI paused training, evaluation and inference with tool use for its most capable models while it strengthens safety controls.

Most Read – Prototyping Tesla’s A15, LPDDR5X DRAM, Silicon photonics PICs  Electronics Weekly

Key Stats for Warby Parker StockCurrent Price: $26. 27Target Price (Mid): ~$83Street Target: ~$30Potential Total Return: ~217%Annualized IRR: ~31% / yearWhat Happened?Warby Parker (WRBY) jumped 12.

Investing.com -- South Korea’s trade surplus widened to a record $23 billion in the first 20 days of September as exports accelerated, led by strong semiconductor shipments and a sharp rebound in autos and auto parts, according to Goldman Sachs.

The IPO could raise about $15 billion and value Solidigm at as much as $150 billion, the report said. “Solidigm is reviewing various options to strengthen its business competitiveness, but no specific plans have been confirmed at this time,” an SK Hynix spokesperson said in a statement. The potential IPO would mark a deeper push into the U.S. public market for SK Hynix, which is the world’s leading memory chip maker by revenue.

Intel's revenue base towers over ARM's, yet ARM has nearly doubled its quarterly haul over two years while Intel's remained relatively flat.

Warby Parker (WRBY) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

AMD is the latest semiconductor stock to reach a trillion-dollar market cap.

Most Read – Prototyping Tesla’s A15, LPDDR5X DRAM, Silicon photonics PICs  Electronics Weekly

Investing.com -- Artificial intelligence and surging demand for memory chips have rapidly shifted emerging-market leadership toward Taiwan and South Korea, while surging company valuations have raised the question of whether the rally is fundamentally justified or increasingly speculative.

Investors are weighing lofty memory valuations, rising competition and sustained AI-driven demand ahead of Micron’s key earnings report.

Investing.com -- Goldman Sachs believes South Korea's KOSPI index is set up for a near-term "tactical breakout," though analyst Chris Cha flagged headwinds building into October in a note on Wednesday.

Micron Technology (NASDAQ:MU) shares fell 0. 3% in pre-market trading, following a four-session advance that had contributed to a gain of approximately 14% during September.

Micron Technology stock is under pressure from its own employees. The memory-chip company could soon face strike action by workers at one of its Taiwanese plants. Micron shares closed up 5% at $1,096.16 on Tuesday.

The Thornburg Investment Income Builder fund’s “nerdy” investment strategy has delivered a one-year return of 29%.

It's not a dollar figure though.

There’s more to come, reckons Rosenblatt analyst Kevin Cassidy. Sandisk stock already has risen 644% this year and has gained more than 1,600% over the past 12 months. The two types of memory at play here are DRAM, the short-term working memory that computers and AI hardware use to manage active data and running processes, and NAND flash memory, which is used for longer-term storage.

Micron revenue jumped to $41.46 billion last quarter from $9.3 billion a year earlier.

Micron Technology stock is under pressure from its own employees. The memory-chip company could soon face strike action by workers at one of its Taiwanese plants. Micron shares were up 3.6% at $1,069.86 on Tuesday.

Marvell 2nm Optical Interconnect Advances Next-Generation AI Data Center Connectivity at ECOC 2026  Electronics Media

Micron Technology stock is under pressure from its own employees. The memory-chip company could soon face strike action by workers at one of its Taiwanese plants. Micron shares were up 2.6% at $1,069.86 in premarket trading Tuesday.

Sandisk stock is on an astronomical run over the past 12 months and shares could have even more upside.

Delray Beach, FL, Sept. 22, 2026 (GLOBE NEWSWIRE) -- The global Data Center Air Handling Units (AHU) Market is projected to grow from USD 4.00 billion in 2026 to USD 6.70 billion by 2032, registering a CAGR of 9.0% during 2026–2032. Growth is driven by rapid data center expansion, rising rack power densities, AI/HPC workloads, and increasing demand for energy-efficient thermal management. Get PDF Brochure — Market Data & Segmentation: https://www.marketsandmarkets.com/pdfdownloadNew.asp?id=19267

ASML is one of the most important companies in the AI semiconductor ecosystem.

OpenLight samples 3.T DR8 silicon photonics PICs  Electronics Weekly

CORNERSTONE launches quantum silicon photonics funding programme for emerging researchers  New Electronics

SMART Photonics and GF launch joint open-access foundry service for integrated photonics  New Electronics

AI hype just hit a fresh gear with talk of an Anthropic IPO at a potential multi trillion dollar valuation, and that kind of excitement can pull capital toward anything tied to data centers, chips and infrastructure. If you care about where the next wave of AI spending might land, this is the moment to pay attention. This article examines three stocks from our AI data center screener that appear particularly exposed to this news. The companies covered below are just a small sample, and the...

Investing.com -- In a note on Monday, Citi flagged two key memory names as beneficiaries of a sharp rise in demand for enterprise solid-state drives, driven by artificial intelligence.

Asian shares advanced Monday ahead of the expected meeting between U.S. President Donald Trump and Chinese leader Xi Jinping this week in Washington, which could cover trade, artificial intelligence and geopolitics. U.S. futures were higher after Treasury Secretary Scott Bessent told reporters following talks Sunday with Chinese Vice Premier He Lifeng in New York that the U.S. had “a very successful engagement” with the Chinese side. Samsung Electronics jumped 5%, while memory chipmaker SK Hyn

China’s memory push could eventually alter the global DRAM market, where Samsung Electronics, SK Hynix and Micron Technology dominate.

A brand-new ETF promises to carve pure Korean semiconductor exposure out of a market where most funds bury Samsung and SK Hynix under banks and automakers, but with three days of trading history and a fee premium over established rivals, the real question is whether the precision is worth the price.

Hundreds of Micron Technology Inc. (NASDAQ:MU) employees rallied in Taiwan on Thursday, threatening to strike after rejecting the company’s fiscal 2026 bonus offer, with workers reportedly saying the offer fell short of expectations. Workers Say the Offer Falls Short Last week, Micron offered total compensation equivalent to 35 to 68 months of pay for the year, with minimum cash compensation of NTD1.7 million ($53,485), but workers at a rally near the Taoyuan plant said it doesn’t reflect the co

● Includes 374,109 shares acquired in H1 FY 2027. ● PodcastOne's cash position of $6.

Putting the memory shortage in context and why Micron and Sandisk shares could still have room to run.

Korea's newest chip ETF bets almost everything on two memory giants at the exact moment HBM pricing and AI capex commitments could swing either way, and the fund is young enough that most investors have no idea what they are actually buying.

Samsung and Micron are racing to staff new U.S. fabs as only 3% of engineering graduates enter the chip industry each year

Eyes still on memory chips.

Co-Packaged Optics (CPO) Testing Gets a Boost from SENKO, Advantest and VIAVI  Electronics Media

Micron and Sandisk look like two memory stocks to buy, given the current market dynamics.

SK Hynix stock jumped following a report that the memory maker is exploring a deal with Intel.

FCC Clarifies Equipment Rules, Sparing Chinese Optical Transceiver Makers  Electronics For You BUSINESS

First-silicon success falls; engineering capacity; minimum clock period; optimizing PyTorch; counterfeit electronics. The post Blog Review: Sept. 16 appeared first on Semiconductor Engineering.

South Korea's grid cannot keep up with the AI memory factories SK Hynix is racing to build, and the question of who pays to fix that is now holding up one of the most critical supply chains in semiconductors.

Exchange Traded Concepts, LLC ("ETC") today announced, in partnership with Kiwoom Securities (USA) Inc., the launch of the KICK Korea Semiconductor Index ETF (NYSE Arca: KCHP), a fund designed to give U.S. investors targeted access to Korea's globally significant semiconductor industry.

Micron stock has stabilized following an AI slowdown panic but it still has to deal with union demands in Taiwan.

U.S. Building-to-Grid Technology Market to Reach USD 3.37 Billion by 2035 as Asia Pacific Leads with 36.8% Share and Middle East & Africa Records the Fastest Regional GrowthAustin, Sept. 15, 2026 (GLOBE NEWSWIRE) -- According to SNS Insider, the global Building-to-Grid Technology Market was valued at USD 2.19 Billion in 2025 and is projected to reach USD 15.83 Billion by 2035, registering a CAGR of 21.89% from 2026 to 2035. Growth in the market is attributed to increased bidirectional communicat

Samsung rejected a massive electricity prepayment proposal as Korea confronts the power demands of expanding semiconductor production.

Nvidia, Intel, ASML, SK Hynix, and SoftBank were among the hardest-hit names as investors weighed the implications of a deliberate cap on AI progress

Amazon-backed (AMZN) Anthropic Chief Executive Dario Amodei called for the AI industry to slow the p

The CEOs of Anthropic and OpenAI spooked markets, while investors monitored rising oil prices and an upcoming Fed rate decision.

Fab expansion, AI chips, EUV lithography, 3D ICs and advanced packaging are driving demand for customized precision parts, especially CNC-machined and lightweight plastic components.Dublin, Sept. 14, 2026 (GLOBE NEWSWIRE) -- "Semiconductor Precision Parts Market Research Report 2025-2030" has been added to ResearchAndMarkets.com's offering. The global semiconductor precision parts market was valued at USD 20.25 billion in 2024 and is projected to reach USD 33.09 billion by 2030, expanding at a c

AI safety push sparks fresh debate even as investors weigh its potential impact on the massive infrastructure spending cycle.

Apple's new foldable smartphone could be a strong growth driver.

Broadcom commands a premium valuation on its diversified reach, while Micron offers a bargain on pure memory exposure. Customer concentration and geopolitical risks complicate both bets.

The iPhone Duo is the biggest hardware upgrade for Apple since the original iPhone. It’s destined to be a global hit and spur excitement around foldables.

A workforce dispute could test Micron's powerful earnings cycle

The global HVAC market was valued at USD 215 billion in 2025 and is projected to reach USD 292.20 billion by 2031, growing at a 5.25% CAGR. Air conditioning led with a 45% share, while heat pumps captured around 40% of heating revenue. APAC dominated with over 44% market share, and commercial HVAC is forecast to grow fastest at a 6.13% CAGR. Key growth drivers include energy-efficient VRF systems, modular HVAC solutions, building electrification, urban construction and renovation. Leading compan

DeepSeek’s memory-saving approach raises fresh questions over AI-driven chip demand.

Apple Inc (NASDAQ:AAPL, XETRA:APC) had a good Thursday, with shares up 3.1% after unveiling its first foldable iPhone, the $1,999-and-up iPhone Duo. The move puts Apple into a market Samsung, Google and Huawei have played in for years – the biggest shake-up to the iPhone lineup in a long...

Record AI cash generation has produced an enormous promise--but not enough detail about how shareholders receive it.

Apple stock has done well compared with peers who have spent big on AI but the iPhone Duo foldable smartphone will test its strategy.

Analysts are divided over whether Apple’s $1,999 Duo can drive iPhone adoption without squeezing margins, while retail investors see the foldable as a potential game-changer.

OpenAI just disclosed a Samsung chip partnership, and investors are already punishing Broadcom stock for it. But the key question nobody is asking is whether Samsung actually took anything Broadcom had.

Silicon Valley’s Ayar Labs Raises $150m to Advance AI Optical Chips  Electronics For You BUSINESS

Apple (AAPL) is apparently prioritizing volume gains over margins with its lower-than-expected prici

Apple has officially launched its first foldable smartphone, the iPhone Duo. Featuring a book-style inward-folding design, the device comes with a 7.6-inch inner display and a 5.4-inch cover display. TrendForce estimates that iPhone Duo shipments will reach approximately 5 million units in 2026, giving Apple a 24.8% share of the foldable smartphone market and making it the second-largest brand behind Samsung.

AEM's strong projects and cash flow support growth, but higher costs, production risks and a premium valuation could limit upside.

Apple stock has done well compared with peers who have spent big on AI but the iPhone Duo foldable smartphone will test its strategy.

Huawei and Xiaomi launch new foldables days before Apple's rumored foldable iPhone reveal, as analysts weigh the impact on AAPL stock price.

A top chip analyst just went on national television to argue that memory prices will punish even Apple for years, and the supply data behind that call points to one name printing money on the other side of the trade.

Apple (NASDAQ:AAPL) is expected to introduce its first foldable iPhone at a product event on Wednesday at the company’s headquarters in Cupertino, California, according to the supplied report. The event would mark the first major iPhone launch under new Chief Executive John Ternus and could represent one of the most significant design changes to Apple’s flagship smartphone since the removal of the physical home button with the iPhone X in 2017.

Semiconductor expansion is becoming an electricity-infrastructure problem that record chip profits cannot solve alone.

Crealights GlobalFoundries Partnership to Accelerate 6.4T NPO Silicon Photonics  electronicsmedia.info

Memory stocks are rallying again as AI demand strengthens and Goldman sees early signs that months of weakness may be ending.

SEOUL, South Korea & PARIS, September 08, 2026--Samsung Electronics Co., Ltd., today announced it has entered into a strategic partnership with Mistral AI to enhance its semiconductor engineering and manufacturing capabilities that will reinforce its leadership in AI chip technologies.

In an exclusive interview with Fortune, Samsung America EVP Dave Das says demand for foldable phones, and the upgrade cycle, are similar to the early days of smartphones.

T expands its smartphone lineup with the Samsung Galaxy S26 FE, pairing flexible pricing, upgrade options and customer-focused benefits.

Samsung Imports TSMC-Certified Probe Stations to Build In-House Silicon Photonics Testing Capability for CPO Foundry Push  finance.biggo.com

Samsung speeds silicon photonics test plan with TSMC-vetted probe vendors  digitimes

[News] Samsung Reportedly Eyes In-House Silicon Photonics PIC Testing by End-2026 with TSMC-Qualified Tools  TrendForce

Samsung Electronics Co.’s anticipated equity buyback is raising investor expectations that the Korean giant will buy up non‑voting preferred shares, narrowing a steep discount and setting an example for others.

Korean memory stocks surged while Wall Street was closed, sharpening Micron's September 30 earnings test.

Arm's new Samsung chip deal looks like a data center breakthrough, but the business investors are actually paying 298 times earnings for operates on completely different terrain from where this partnership lands.

FEATURE Micron Technology has pushed back above $1,000 a share. The memory-chip maker could be set for further gains in the run up to its earnings report late this month.  Micron closed up 6.1% at $1,016.

Samsung Adopts TSMC-Validated Photonics Test Platform  thelec.net

Tech stocks surge in Asia as investors bet that the AI boom will carry on driving up chip and memory demand.

Cord-cutting, fiber/5G expansion and streaming aggregation favor IP-only boxes, premium 4K and FAST services, especially in Asia-Pacific, while smart TVs pressure basic devices.Dublin, Sept. 07, 2026 (GLOBE NEWSWIRE) -- The "OTT Set-Top Box - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2026-2031)" has been added to ResearchAndMarkets.com's offering. The global OTT set-top box market was valued at USD 4.84 billion in 2025 and is projected to increase from USD 5.23 billi

Tech stocks surge in Asia as investors bet that the AI boom will carry on driving up chip and memory demand.

A Goldman strategist continues to back its KOSPI target of 12,000, saying the market underprices the duration of this earnings cycle.

Asian shares were trading mixed on Monday, with benchmarks in Tokyo and Seoul leading gains thanks to buying of computer chipmakers' stocks. Japan's benchmark Nikkei 225 added 2.1% to finish at 66,399.84, while South Korea’s Kospi jumped 4.6% to 6,995.40. Shares in Samsung Electronics soared 5.3% and memory chipmaker SK Hynix surged 8.1%.

CNBC and Reuters reported that Apple Inc. (NASDAQ:AAPL) will hold its next product launch event on September 9 at Apple Park in Cupertino, marking incoming CEO John Ternus’s first major event since taking over from Tim Cook. He became executive chairman on September 1. Analysts expect Apple to reveal the iPhone 18 Pro and Pro […]

CNBC reported that NVIDIA Corporation (NASDAQ:NVDA)’s Groq 3 LPX rack is in full production and will be deployed alongside its Vera CPUs and Rubin GPUs at neocloud Nebius later this year, Nvidia senior director Dion Harris told reporters. The rack marks the commercialization of technology from Nvidia’s $20 billion purchase of Groq’s assets in December, […]

Investing.com -- South Korea’s exports have reached $709.4 billion so far this year, already surpassing the country’s full-year record set in 2025 as booming global demand for artificial intelligence chips fuels semiconductor shipments, Reuters reported on Saturday.

Micron Technology Inc. (NASDAQ:MU) and SanDisk Corp. (NASDAQ:SNDK) fell Thursday even as technology stocks rallied, after new data showed Chinese memory manufacturers rapidly gaining global market share.Both badly lagged a rally in high-growth technology stocks, with Palantir, SpaceX and Tesla...

At ASUS AI Tech 2026, ASUS today redefined AI infrastructure from systems that run AI to platforms that build and operate AI factories. Working with NVIDIA and a growing ecosystem of technology partners — including Aleria, AMD, Crusoe, Foxlink, IBM, Intel, Samsung, Schneider Electric and WD — ASUS is enabling enterprises to move beyond standalone infrastructure to production-ready AI factories where performance, operational resilience and AI governance are engineered across the entire lifecycle.

At ASUS AI Tech 2026, ASUS today announced the expansion of its AI infrastructure ecosystem through strategic collaborations with Intel®, AMD, and a broader network of technology partners including Aleria, Foxlink, IBM, Samsung, Schneider Electric, and WD. The event shows how ASUS and its partners are driving AI innovation across the technology stack, accelerating AI adoption, and shaping the future of computing.

47-Page Report Maps Optical Transport, Fronthaul, and Photonic Components as Nokia, Ericsson, Samsung, Intel, and Infinera Position Through Partnerships and Standards WorkDublin, Sept. 03, 2026 (GLOBE NEWSWIRE) -- The "Assessment of the Global 6G Communications Optical and Optronic Opportunities 2026" report has been added to ResearchAndMarkets.com's offering. The Assessment of the Global 6G Communications Optical and Optronic Opportunities 2026 provides a strategic, qualitative assessment of th

China’s memory-chip ambitions are gaining momentum as CXMT expands in DRAM and YMTC prepares for IPO.

On August 12, Londian Wason New Energy Technology Group was officially listed on the New York Stock Exchange under the ticker symbol "FOIL" — a direct reference to the English name of its core product. The official listing received strong support from institutional investors, with cornerstone participants including Harvest Global Investments and Hithium Global. A total of 4,928,571 American Depositary Shares (ADSs) were issued at a price of US$22.00 per ADS, resulting in the total offering size

A macro shock overwhelmed record chip earnings, showing how quickly inflation and rate fears can overpower semiconductor momentum.

The chipmaker's semiconductor solutions segment more than doubled year over year, driven by custom AI accelerator demand

Apple's (AAPL) upcoming debut foldable iPhone could contribute about $14 billion to the company's De

Sandisk has been crushing the S&P 500, and recent news from peer memory maker Samsung could extend its rally.

Samsung Electronics buyback plan and upcoming investor event Samsung Electronics (KOSE:A005930) has announced a new share repurchase program and is preparing to present at Kiwoom Corporate Day in Seoul on August 31, 2026, drawing investor attention to the stock. At a share price of ₩261,000, Samsung Electronics has seen very strong momentum over the year, with a year to date share price return of 103.11% and a 1 year total shareholder return of 282.46%. However, the 90 day share price return...

Chip profits are lifting corporate-tax revenue as Seoul directs 23.9 trillion won toward major technology and semiconductor programs.

Kospi rises as Samsung and SK Hynix gains from chip buybacks offset renewed US-Iran tensions and a hawkish Fed speech.

The company’s employees in Taiwan are moving toward a strike unless Micron agrees to a profit-sharing agreement comparable to those of rivals SK Hynix and Samsung Electronics according to reports from Reuters and local Taiwanese media. Although it’s an American company and proud of its Idaho headquarters, much of Micron’s manufacturing actually happens in Taiwan. Samsung averted a strike in South Korea in May by promising a new bonus pool for employees in the semiconductor division, equiva

Micron stock was slipping as unions push for a greater share of the memory-chip company's profits.

Jim Cramer just went on record about Micron after visiting the company’s facilities.

AI-linked ETFs like DRAM, QQQ, QQQM, SOXX, and EWY drew massive 2026 inflows and gains tied to semiconductors and memory chips, but recent sell-offs highlight concentration risk.

Micron stock was shrugging off CXMT's claimed advance in smartphone memory but investors might want to spread their bets.

Micron stock was shrugging off CXMT's claimed advance in smartphone memory but investors might want to spread their bets.

Goldman Sachs' Eric Sheridan joins Yahoo Finance Executive Editor Brian Sozzi to break down the market's reaction to Alphabet’s (GOOG) latest earnings report, Google’s brain drain, and why the launch of Gemini 4 could completely flip the narrative.

Researchers from École Polytechnique Fédérale de Lausanne (EPFL) published a technical paper titled “Intrinsic polarization superjunctions in III-nitride heterostructures for efficient power electronics.” Abstract Excerpt: “III-nitride semiconductors combine a wide bandgap with low sheet resistance and, thus, can be used for efficient power electronics. Their lateral architecture also enables monolithic integration on cost-effective silicon. However,... » read more The post Intrinsic Polarizatio

Investing.com -- Networking is replacing raw computing power as the main constraint on artificial intelligence performance as AI systems grow larger and more complex, Citi analysts said following the second day of the Hot Chips conference.

LiveOne (NASDAQ:LVO) Chairman and Chief Executive Officer Rob Ellin said the audio and entertainment platform recorded quarterly revenue of more than $19 million and EBITDA of more than $6 million, following what he described as a period of restructuring and cost reductions. Speaking during a compa

The memory-chip maker has ridden the AI boom to become China’s most valuable company by total market cap.

Nvidia thinks the price of memory chips is outrageous—and it’s still willing to pay. Not even a shout out from President Donald Trump could lift shares of the memory-chip maker, which closed mostly flat at $935.39 on Thursday. In contrast, SK Hynix American depositary receipts rose 2.3% and the tech-heavy advanced 1.6%.

The shortage threatening accelerator shipments could strengthen Samsung's cash generation and fund its unresolved shareholder return.

Nvidia thinks the price of memory chips is outrageous—and it’s still willing to pay it. Micron shares declined 2.6% to $913.66 on Thursday. SK Hynix American depositary receipts gained 1.3% and the tech-heavy more broadly, advanced 1.4%.

Micron stock faces a threat from Chinese memory-chip companies but SK Hynix might be more vulnerable to the competition.

Shares remain 7.1% below Friday as investors await the final mix of dividends, buybacks and cancellations.

Micron stock faces a threat from Chinese memory-chip companies but SK Hynix might be more vulnerable to the competition.

Micron stock faces a threat from Chinese memory-chip companies but SK Hynix might be more vulnerable to the competition.

SK hynix’s Technology Roadmap for Co-Packaged Optics Features in “Nature Electronics”  SK hynix

Investors wanted aggressive buybacks and cancellations--not another enormous plan dominated by cash dividends.

Micron traded at $966.78 as selling hit memory stocks, pulling SK Hynix down roughly 3% ahead of Nvidia's earnings.

Investors wanted more after the stock doubled this year.

Quintessent begins sampling single-chip DWDM comb laser  Electronics Weekly

Micron Technology is reaping the rewards of the memory-chip boom but, with Chinese companies eager to get in on the action, it needs to get moving on its next generation of hardware. Yangtze Memory Technologies, or YMTC, has filed for an initial public offering in Shanghai to raise $4.9 billion. It’s not exactly a surprise after Chinese peer CXMT’s blockbuster IPO, but it still means more funds flowing into products that compete with Micron’s.

Samsung Foundry Eyes Turnaround With Tesla 2nm Orders; SK Hynix Unveils Optical Interconnect Technology  finance.biggo.com

OpenLight to Highlight Heterogeneous Silicon Photonics at Four Key Global Industry Events  Electronics Media

SK hynix Takes Its Co-Packaged Optics Roadmap to Nature Electronics: 100Tb/s Nodes, Sub-1pJ/bit, Under 10ns  StorageReview.com

SK hynix Takes Its Co-Packaged Optics Roadmap to Nature Electronics: 100Tb/s Nodes, Sub-1pJ/bit, Under 10ns  StorageReview.com

SK Hynix stock has struggled in recent weeks but it could announce a huge return of cash to shareholders, according to analysts.

After ripping through the first half of the year, memory stocks are struggling to regain momentum as growing concerns about the state of the artificial intelligence trade overshadow their strong fundamental backdrop.

Nvidia Corp. is in early discussions with the Korean AI chip designer Rebellions about possible collaborations, including a technical partnership, an investment or perhaps even an acquisition, according to people familiar with the matter.

SK hynix’s technology roadmap for co-packaged optics features in ‘Nature Electronics,’ as AI competition shifts from chips to systems  SK hynix

SK hynix’s technology roadmap for co-packaged optics features in ‘Nature Electronics,’ as AI competition shifts from chips to systems  SK hynix

SK hynix’s technology roadmap for co-packaged optics features in ‘Nature Electronics,’ as AI competition shifts from chips to systems  SK hynix

Micron rivals are buying back stock at a rapid clip but the American company will have to wait to return capital to shareholders.

Micron rivals are buying back stock at a rapid clip but the American company will have to wait to return capital to shareholders.

SK Hynix Inc. may follow up its new mega stock buyback with additional shareholder returns woth at least $130 billion through next year, according to JPMorgan Chase & Co.

Micron rivals are buying back stock at a rapid clip but the American company will have to wait to return capital to shareholders.

Samsung Electronics Co. and SK Hynix Inc. are preparing record shareholder returns after investors sent their stocks tumbling over concerns around the sustainability of AI hardware spending.

Samsung Electronics (KRX:005930, LSE:BC94) Samsung Electronics (KRX:005930, LSE:BC94 shares rose over 9% as investors welcomed expectations of a shareholder-return programme exceeding 100 trillion won, or about $72 billion. The knock-on impact was to help South Korea’s benchmark Kospi rebound...

SK hynix’s technology roadmap for co-packaged optics features in ‘Nature Electronics,’ as AI competition shifts from chips to systems  SK hynix

SK Hynix Inc. may follow up its new mega stock buyback with additional shareholder returns woth at least $130 billion through next year, according to JPMorgan Chase & Co.

SK Hynix Maps Co-Packaged Optics Roadmap in Nature Electronics Paper  streamlinefeed.co.ke

Micron Technology  notched its second day of losses after briefly regaining its $1,000 share price on Monday. Despite the decline, Micron’s business looks healthy as it gains market share. There’s still no sign that memory-chip prices will do anything but continue to soar across both dynamic random-access memory (DRAM) and NAND flash memory.

Samsung reportedly raising prices for manufacturing processors should be good news for its competitors Intel and Taiwan Semiconductor Manufacturing.

Micron Technology shares were failing to rebound early Wednesday after a sharp drop in the previous session. Micron shares were flat in premarket trading. In fact, the combined revenue of the top five publicly listed NAND flash-memory brands rose 77% in the second quarter from the previous quarter, to $68.87 billion, according to research firm Trendforce in data published Wednesday.

South Korea led a selloff in Asian chip stocks early Wednesday, as rising bond yields exacerbated worry over the large sums of cash being shelled out by Big Tech.

The JPMorgan International Value ETF (JIVE) has outpaced the S&P 500 this year, offering low-volatility, diversified international exposure with a 1.22% yield and rising institutional demand.

Global bio-based polymers market growth is outpacing the overall polymer sector by more than 4x. The 2026–2036 outlook highlights North America and Europe overtaking Asia in new capacity additions, with bio-PP, PEF and PHA leading opportunities. Samsung’s algal bio-resin launch also signals expansion into electronics, reshaping investment, licensing and feedstock strategies.Dublin, Aug. 17, 2026 (GLOBE NEWSWIRE) -- The "Bio-based Polymers, Monomers and Intermediates: Market Analysis, Global Capa

SanDisk issued bullish targets for 2030 last week, prompting analysts to raise their price targets on the memory chipmaker’s shares.

Apple Inc., Samsung Electronics Co. Ltd. and other major smartphone makers face a tougher demand environment as rising component costs push handset prices higher in the U.S. and China, according to new research from Counterpoint Research. Counterpoint analysts said Thursday...

Samsung Electronics (KOSE:A005930) and Netlist announced a comprehensive patent settlement and long-term alliance covering advanced memory technologies. The companies entered into new cross-licensing arrangements and product supply agreements for DRAM and NAND. The deal includes an equity investment component and resolves all pending litigation between Samsung and Netlist. For investors tracking how memory suppliers are positioning around data centers and AI hardware, the wider trend across...

The S&P 500 Index ($SPX ) (SPY ) on Friday fell by -0.17%, the Dow Jones Industrial Average ($DOWI ) (DIA ) fell by -0.20%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) fell by -0.13%. E-mini S&P futures (ESU26 ) fell -0.27%, and September E-mini Nasdaq futures (NQU26...

The S&P 500 Index ($SPX ) (SPY ) is up +0.02%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.08%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.15%. September E-mini S&P futures (ESU26 ) are up +0.01%, and September E-mini Nasdaq futures (NQU26...

Record semiconductor profit and tightening server-memory supply kept investors focused on Samsung's ability to monetize artificial-intelligence infrastructure demand.

Applied Materials just posted record revenue and its fifth straight earnings beat, yet the stock fell anyway. Three metrics from the next few quarters will separate a temporary pullback from something more telling about the AI capex cycle.

A single investor day in Milpitas just sent shockwaves through Seoul, and the ripple effects are repricing an entire asset class that Korean giants are preparing to take public.

Industry coalition announces Open Silicon Photonics Initiative within Open Compute Project  New Electronics

The S&P 500 Index ($SPX ) (SPY ) on Thursday rose +0.65%, the Dow Jones Industrial Average ($DOWI ) (DIA ) rose +0.13%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) rose +1.15%. September E-mini S&P futures (ESU26 ) rose +0.68%, and September E-mini Nasdaq futures (NQU26 ) rose...

Strong earnings may no longer be enough for chip investors

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.

STORY: From Nvidia's deal with Wall Street giants... to China's AI weather forecastingThis is AI Weekly.:: AI WeeklyNvidia has partnered with six major financial institutions to launch compute financing platforms.They are aimed at raising over $500 billion in third-party capital for AI infrastructure.Nvidia CEO Jensen Huang said on X the company has the option to backstop up to $125 billion, or 25% of the potential deals.The move highlights how surging demand for AI computing capacity is drawing

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%.

(Bloomberg) -- South Korean stocks climbed, putting the benchmark index on track to enter a technical bull market, as a global rebound in the AI trade fueled a rapid reversal from last month’s historic rout. Most Read from BloombergPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DriveTrump Seeks Immediate Halt to Judge’s Penalties in IRS CaseTrump Weighs Call for Capital Gains Tax Cuts as Midterm BoostWalter Sells Lakers, Seeks Cash to Pay Loans Amid DOJ ProbeIran Takes More

Norway’s wealth fund reported another record profit, revealing large stakes in SpaceX, U.S. equities, and Asian stocks.

CloudSek, an AI-native predictive cyber-intelligence company, today announced that it has identified more than 2,500 organisations that may have been potentially affected by a major AI supply chain incident involving LiteLLM in March 2026, with approximately 434,000 automated software-development pipelines linked to the exposure. LiteLLM is an open-source tool widely used by organisations to connect applications with artificial intelligence models.

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.

LOS ANGELES, Aug. 12, 2026 (GLOBE NEWSWIRE) -- LiveOne (Nasdaq: LVO), an award-winning, creator-first music, entertainment, and technology platform, announced today its financial results for the first quarter (“Q1 Fiscal 2027”) ended June 30, 2026. LiveOne will host a conference call and webcast today, August 12, 2026.Financial HighlightsQ1 Fiscal 2027 Revenue: $19.4MQ1 Fiscal 2027 Adjusted EBITDA*: $4.3M, a $6.1M improvement from prior year Q1 (or 338%)Audio Division Q1 Fiscal 2027 Revenue: $18

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.

Amid a wave of technological shifts in 2026 including Cisco’s rollout of Webex AI Agents, Microsoft Teams’ enterprise security overhauls, Apple's iOS 26 FaceTime enhancements, and major hardware transitions away from legacy Polycom platforms—this comprehensive IP study analyzes the foundational patent portfolios of tech giants like Tencent, Samsung, and Qualcomm. The report provides critical intelligence on R&D trends, patent filings, and the strategic positioning of key market players.Dublin, A

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.

(Bloomberg) -- South Korean chipmakers extended gains following a local media report that Singapore’s Temasek Holdings Pte plans to invest in their stocks. Most Read from BloombergFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIPakistan Says Deal Is Close Even as Iran, US Harden StancesPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DriveApple’s Glass-Centric 20th-Anniversary iPhone Remains on Track for 2027China Unleashes $28 Trillion Capital Markets to Challenge

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.

A Chinese company is reportedly manufacturing its own DUV systems.

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.

(Bloomberg) -- For the first time in at least two decades, emerging-market stock valuations have fallen to less than half those of US equities, a sign to some investors that there are increasingly attractive opportunities in developing economies.Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’Stocks Waver Near Record Highs, Crude Oil Advances: Markets WrapTrump Amps Up Pressure on Billionair

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.

(Bloomberg) -- The manager of a $9.6 billion Lazard Asset Management fund used the July plunge in Samsung Electronics Co. to add the stock to her portfolio for the first time in more than a year.Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordIran Says Agreement on Hormuz Shipping Reached With OmanTrump Administration Considers Order on Autism and VaccinesIshbia’s Mortgage Firm Suffers Record D

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...

The S&P 500 Index ($SPX ) (SPY ) today is up +0.17%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.03%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.30%. September E-mini S&P futures (ESU26 ) are up +0.11%, and September E-mini Nasdaq futures...

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...

GRAIL Inc (GRAL) reports 26% revenue growth and 35% increase in test volumes, while navigating FDA advisory committee timeline and competitive pressures.

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.

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.

A digital twin that mirrors production hardware, allowing carmakers to validate software stacks long before hardware arrives. The post Full Vehicle Integration Testing via Cloud-based Electronics Digital Twins at Volvo Cars appeared first on Semiconductor Engineering.

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.

(Bloomberg) -- Shares of SK Hynix Inc. advanced, lifted by an overnight rally in US chipmakers and speculation that the Korean firm may soon unveil buybacks and other details of a broader shareholder return plan. Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevTaco Bell Met With Michigan on Parasite Weeks Before RecallChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersIran Weighs Allowing Europe to Clear Mines in Strait of HormuzTrump Discusses Iran W

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

Nvidia (NVDA) has officially moved Co-Packaged Optics (CPO)—a technology integrating optics and electronics into a single package—into initial production.  Moomoo

(Bloomberg) -- Samsung Electronics Co. offered a glimpse of its most advanced memory hardware, touting improved performance and power efficiency in a bid to overtake rivals SK Hynix Inc. and Micron Technology Inc. in the race for long-term dominance.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersTaco Bell Met With Michigan on Parasite Weeks Before RecallIran Weighs Allowing Europe to Clear Mines in S

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...

(Bloomberg) -- A growing number of investors from the US to South Korea are using leveraged exchange-traded funds for long-term investing, a far cry from the day trading they were designed for. Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevTaco Bell Met With Michigan on Parasite Weeks Before RecallChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersApple’s New CEO Taps Retired Hardware Executive for Management TeamMamdani Dismisses Business Leaders A

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.

(Bloomberg) -- Asia-based hedge funds logged extensive losses in July, as the tech selloff led to what Goldman Sachs Group Inc. prime brokers said was the worst month for regional stockpickers on record.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevApple’s New CEO Taps Retired Hardware Executive for Management TeamTaco Bell Met With Michigan on Parasite Weeks Before RecallMamdani Dismisses Business Leaders Advising NYC’s Mayor’s FundS&P 500 Closes Near Record H

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.

CPO switch production ramps up by Nvidia and Broadcom  Electronics360

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

AI transforming optical receiver market  Electronics Weekly

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...

"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.

South Korea's benchmark Kospi tumbles as much as 8% Friday, before recovering slightly to end down 5.8%.

Micron Rockets Higher, Dragging Global Chip Stocks Into Green Zone

Shinhan Sees Stepwise Profit Growth at Sungho Electronics, Korea's Only CPO Stock  Seoul Economic Daily

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 chipmaker's fiscal third-quarter results topped expectations across the board, lifting chip stocks worldwide

Asian stock markets largely joined the global tech rally Thursday, which was re-ignited late Wednesd

Whether the questions are technical or fundamental in nature, markets are wondering more and more about this new industrial revolution.

Advantest Partners with OpenLight to Develop Silicon Photonics Test Solutions for High-Volume Manufacturing  Electronics Media

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.

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.

Hot AI leaders such as Micron and Sandisk dived early Tuesday as South Korea led a global stock market rout.

Many approaches to optical interconnect  Electronics Weekly

Silicon photonics growth risks constrained by scale-up challenges  New Electronics

IQE and Tower sign InP epiwafer supply deal  Electronics Weekly

U.S. Iran Agreement Eases Pressure Across Chip Stocks

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, […]

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

Bringing co-packaged optics to rack-scale AI infrastructure  Electronics360

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.

TSMC's COUPE push puts Samsung's silicon photonics ambitions under pressure  digitimes

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

The optical interconnect boom has a manufacturing problem  Electronics360

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  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

Ayar Labs Secures $500 Million To Scale Co-Packaged Optics  Electronics For You BUSINESS

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

DARPA puts up $35m for innovative photonic ICs  Electronics Weekly

Veeco, imec develop 300mm BTO silicon photonics platform  Electronics360

Europe’s leadership in photonic chips under threat  New Electronics

[News] Silicon Photonics Momentum Builds: Samsung Ramps R&D in Singapore, UMC Teams With IMEC  TrendForce

The future of European electronics: the SiCPIC project  polito.it

Optical transceiver supports bidirectional comms up to 1.25Gbps  Electronics Weekly

Optical transceiver market to be worth $22.3bn in 2028  Electronics Weekly

Co-Packaged Optics market to have 46% CAGR 2022-33  Electronics Weekly

Student-led holistic co-design of photonics, electronics and packaging enables faster, more-efficient data transfer  UC Santa Barbara

Samsung Electronics Co., Ltd.: Target Price Consensus and Analysts Recommendations | A005930 | KR7005930003  marketscreener.com

NTT Electronics continues to expand coherent optical communications portfolio by adding high performance linear driver and receiver ICs  webwire.com

Quantifi Photonics buys SmarTest Electronics for 800G transceiver test development  Lightwave Online

Silicon photonics interfaced with integrated electronics for 9 GHz measurement of squeezed light  Nature