Actualités

Arm now leads x86 in AI servers and collects royalties from every chipmaker, including the ones it competes with.

Samsung has launched new foldable phones as Apple, NasdaqGS:AAPL, is reported to be preparing its first foldable iPhone for a planned September debut. This move sets up direct competition between Apple and Samsung in the foldable smartphone segment. Industry projections suggest Apple could take up to a quarter of the foldable market once its device is released. Apple is already a major player in premium smartphones, and a foldable iPhone would extend its hardware line into a segment where...

Samsung Electronics and SK Hynix are preparing to unveil major supply agreements with American technology companies during President Lee Jae Myung’s visit to Silicon Valley. The negotiations behind these deals have been running for months. What changed is the venue, and that detail says something ...

Samsung Electronics launched the Galaxy Watch Ultra2 and Galaxy Watch9, expanding its smartwatch lineup with new models focused on AI-powered health and fitness features. The devices introduce AI-driven health insights, advanced sports tracking, and specialized dive capabilities, supported by partnerships such as Mares for underwater use. The launch adds fresh products to Samsung’s wearable and digital health ecosystem, providing another data point for investors watching its consumer...

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.

Investing.com -- Samsung Electronics and SK Hynix will pursue memory-chip supply partnerships with major U.S. technology companies valued at a combined $950 billion, Reuters reported, citing South Korean presidential adviser Kim Yong-beom.

(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

By Max A.

(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

Qualcomm (NasdaqGS:QCOM) plans significant double digit price increases on select products, citing higher supplier costs and ongoing supply shortages. The company is also expanding its partnership with Samsung to use advanced Snapdragon platforms in Galaxy mobile devices, wearables, and AR products. Both developments highlight changes in Qualcomm's pricing approach and its role within the broader Galaxy device ecosystem. Qualcomm sits at the center of global connectivity and processing,...

President Lee's Silicon Valley visit could turn South Korea's AI investment plans into concrete projects.

Samsung is preparing to bring stablecoins to Samsung Wallet, marking one of the most significant crypto moves yet from a major smartphone maker. A stablecoin is a type of cryptocurrency designed to hold a steady value, typically pegged one-to-one to a currency like the U.S. dollar. Unlike Bitcoin ...

Micron, AMD and memory names fall as risk appetite weakens

South Korea's presidential policy chief says the agreements will involve "very large" figures and include long-term supply contracts and strategic investment partnerships

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.

SEOUL, July 24 () - South Korean chipmakers Samsung Electronics and SK Hynix will announce ‌large supply deals with U. technology companies ‌during President Lee Jae Myung's visit to San Francisco, a ​senior presidential official said.

(Bloomberg) -- Samsung Electronics Co. and SK Hynix Inc. are set to unveil major agreements involving “very large” sums with leading US technology companies during President Lee Jae Myung’s visit to Silicon Valley, a senior presidential official said.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

Intel bumped its 2026 capex forecast by $2 billion and said it plans to tap capital markets for additional funds.

(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

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 ...

SEOUL, July 24 (Reuters) - South Korea's financial regulator said on Friday it is bringing forward the implementation of increased deposit requirement for retail investors to trade single-stock

The Nasdaq undercut key levels as Google and Tesla led titans lower while oil prices soared. A big SpaceX launch is due.

Qualcomm and Samsung expanded their chip partnership this week, putting Snapdragon silicon inside nearly every new device in the Galaxy lineup. For over a decade, Samsung ran a split system, selling some flagship phones with its own Exynos processor and others with a Snapdragon chip depending on ...

The AI data center build-out has transformed the market for high-bandwidth memory.

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 supply agreement gives Tesla more certainty as memory prices remain elevated.

Tesla CEO highlights critical memory supply during AI buildout

Asian shares were mostly higher on Thursday, while the intensifying war with Iran pushed Brent crude past $96 a barrel. Samsung Electronics gained 3%, while memory chipmaker SK Hynix advanced 3.4%. Technology companies led gains, with stocks in SoftBank Group climbing 3.3%.

By Ankur Banerjee SINGAPORE, July 23 (Reuters) - Asian stocks rose on Thursday after U.S. technology firms outlined significant capital spending plans that are likely to benefit chipmakers in the