Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
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...
79% That’s how much South Korea’s exports jumped in June compared with a year prior, as the AI boom fueled demand for chips made by Samsung Electronics and SK Hynix. It was the fastest expansion since October 1978 and came as the Kospi finished the second quarter yesterday with a more than 50% gain despite volatility from the war.
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,...
Exports were powered by the unabated demand for advanced chips to fuel the global artificial-intelligence boom, resulting in their largest increase in nearly five decades.
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...
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.
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.
Samsung, SK Hynix and Naver back at least 1,350 trillion won for chips and AI data centers.
KLA Corporation (NASDAQ: KLAC) is the standout mover, currently trading up 9.28% at $304.23, just below its 52-week high of $304.42. Applied Materials (NASDAQ: AMAT) is up 6.02% at $736.46, having touched a fresh 52-week high of $739.32 intraday. Lam Research (NASDAQ: LRCX) is gaining 5.86% at $435.00, within pennies of its 52-week peak of $436.06. ASML Holding (NASDAQ: ASML), the world’s sole maker of extreme ultraviolet lithography machines and an essential supplier for any new fab constructio
(Bloomberg) -- Shares of companies that supply semiconductor equipment are soaring this week as increased investments from leading chipmakers in South Korea bolster investors’ optimism.Most Read from BloombergSpaceX IPO Left Mirae With No Shares on MisunderstandingSupreme Court Backs Birthright Citizenship in Blow to TrumpYen Hits Four-Decade Low in Historic Slide That’s Rattled JapanWhatsApp Opens Username Reservations to 3 Billion UsersTrump’s U-Turn on Iran Sanctions Would Unravel Decades of
Samsung and SK Hynix payouts are driving banks to target a fast-growing class of affluent professionals.
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?
Micron told Barron’s that purchasing decisions made by large customers in 2023 are partly to blame for the current shortage of memory chips.
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.
Investing.com -- China's three largest Android smartphone makers have cut their 2026 shipment targets by as much as 30%, according to reporting from Nikkei Asia, a sweeping retreat that illustrates how thoroughly AI-server demand has upended the global memory market and the consumer electronics companies that depend on it.
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.
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 by decades of painful boom-and-bust cycles in the memory industry. Under the plan, the government hopes South Korea can double its memory chip production capacity within five years.
By Hyunjoo Jin and Heekyong Yang SEOUL, June 30 (Reuters) - Samsung Electronics and SK Hynix are making one of the biggest bets yet on the artificial intelligence boom with investments worth hundreds
Asian shares were mostly higher on Tuesday, tracking Wall Street gains, while the Japanese yen was trading near a 40-year low against the U.S. dollar. Shares in South Korea, Japan and Taiwan rebounded from earlier losses spurred by selling of technology companies due to concerns over the sustainability of the boom in artificial intelligence. Chip equipment maker Tokyo Electron jumped 3.3%.
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
Four new fabs and a doubling of DRAM output anchor President Lee's semiconductor strategy
South Korea's Kospi recovers most losses as chip giants pledge massive AI infrastructure spending.
The world's two largest memory chip companies vow to build more memory lab fabs as South Korea positions itself as an AI tech powerhouse country.
Scott Melker examines the rise in bitcoin (BTC-USD) ETF outflows while investors pile back into the AI trade. "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.
Exploring the Fund's Latest Investment Decisions in Q2 2026
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
