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(Bloomberg) -- A blistering rally in Samsung Electronics Co. and SK Hynix Inc. has turned into an unexpected headache for some funds, whose positions have grown so large they’re now forced to sell.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermApple to Overhaul iOS 27 Siri, AI Features: Here's a First PeekIran’s Khamenei Says No Going Back for Middle East Rocked by WarCVS Returns Zepbound to Drug Plans After Lilly Slashes PriceUS, Iran Agree to 60-Day Truce Renewa

Samsung Electronics said on Friday it has started shipping ‌samples of its latest high-bandwidth memory (HBM) ‌chip, or the 12-layer HBM4E, marking what it said ​was the industry's first shipment of such products. Samsung said the chip uses its latest ⁠1c DRAM process technology, or sixth-generation 10-nanometer-class DRAM, alongside Samsung's 4-nanometer foundry logic base die. The move comes just three months after Samsung began shipping its HBM4 chips to customers in February, underscoring Samsung's ‌efforts to strengthen its ​position in the next-generation ​AI memory market ​by proactively supplying samples of ‌its latest products.

Anthropic is now more valuable than OpenAI.

High-bandwidth memory has become the choke point in the AI buildout, as NVIDIA’s Blackwell accelerators rely on stacked DRAM modules that only three companies can produce at scale, and the order books for those modules are reportedly stretching past 2027. Investors trying to express that thesis through a single ticker have three obvious vehicles: the ... The AI Memory Shortage Is Just Getting Started and These 3 ETFs Own Every Layer of the Supply Chain

Dell boosted its annual revenue and profit expectations on Thursday, showing data center expansion by clients is ‌fueling demand for its AI-optimized servers that are powered ‌by Nvidia's powerful chips. U.S. tech giants including Alphabet and Amazon plan to spend over $700 ​billion on AI infrastructure this year, which would drive up demand for server and data center equipment from suppliers such as Dell and Super Micro Computer. These AI servers are critical for powering services such as ‌ChatGPT, as they are ⁠equipped with advanced memory chips to store data and instructions, providing the immense computing power required for such ⁠applications.

Sony launches new premium Bravia TVs and audio products before its home entertainment joint venture begins in 2027.

Anthropic's funding round make it the most valuable AI startup at $965 billion, ahead of OpenAI for the first time.

Anthropic has closed a $65 billion Series H round at a $965 billion post-money valuation, marking what could be the AI startup's final private fundraise before a highly anticipated IPO.

AI-powered smart glasses shipments surged more than 300% last year as Meta Platforms Inc. (NASDAQ:META), Samsung Electronics and other tech companies race to scale the category, with optics emerging as a major technical challenge, according to TechCrunch. The rapid growth...

If you bought Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO) thinking you owned a slice of every major developing economy, you didn’t. VWO tracks an FTSE index that reclassified South Korea as a developed market back in 2009, which means Samsung, SK Hynix, and Hyundai sit at zero weight in the portfolio. Over the past year, ... How Vanguard’s VWO ETF Forgot South Korea and Paid the Price

The Roundhill Memory ETF is a clean way to gain exposure to top AI memory and storage stocks.

South Korean chip manufacturer SK Hynix has crossed the $1 trillion market cap, joining the ranks of Samsung Electronics and Micron Technology in the memory chip sector. On Wednesday, SK Hynix’s shares ended the session with a 9.3% increase, after...

US stocks (^DJI, ^IXIC, ^GSPC) are wavering at the start of Thursday's trading session, while Wall Street grows increasingly bullish on memory chipmaker Micron Technology (MU) after its market cap crossed above $1 trillion earlier this week. Yahoo Finance Executive Editor Brian Sozzi is joined by PNC Asset Management Group CIO Amanda Agati and Yahoo Finance Senior Business Reporter Ines Ferré to gauge the current state of the tech trade and whether valuations are indicative of a market bubble.

Arm Holdings' AI-hyperscaler momentum meets China and valuation risks, while Synopsys grows fast but faces margin pressure. Which stock wins?

From Dead Money to AI Darling For most of the past decade, Nokia (NYSE: NOK) was the patience trade nobody wanted. The Finnish telecom equipment maker spent years restructuring under former CEO Pekka Lundmark, cutting costs, and watching Ericsson, Huawei, and Samsung carve up the 5G market while shareholders received a thin dividend and not ... Had You Invested $1,000 in Nokia 5 Years Ago, Here’s What You’d Have Now

Everyone’s chasing obvious AI semiconductor names. NVIDIA (NASDAQ:NVDA) sits at a $5.15 trillion market cap. Taiwan Semiconductor Manufacturing (NYSE:TSM) is up 39% year to date. And Micron Technology (NASDAQ:MU) just crossed $1 trillion in market cap, joining SK Hynix and Samsung in a memory club that suddenly looks unkillable. On a recent episode of The ... Forget Nvidia and Taiwan Semiconductor. This $1 Trillion Memory Play Just Soared 90% in 2.5 Months.

Broadcom Inc. (NASDAQ:AVGO) is included among the 10 Safe Stocks to Buy for the Long Term in 2026. On May 27, Broadcom Inc. (NASDAQ:AVGO) announced a partnership with Samsung Electronics to introduce a new broadband-focused reference platform for the global fixed wireless access (FWA) market. The platform combines Broadcom’s BCM6776 Wi-Fi 8 System-on-Chip (SoC) with […]

SK Hynix and Samsung Electronics helped drive the Kospi from 5,000 to 8,000 within months.

(Bloomberg) -- Apple Inc.’s much-anticipated Siri overhaul is set to become the centerpiece of its next iPhone, iPad and Mac software updates — and Bloomberg News is offering the first peek at what the new digital assistant will look like.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermIran’s Khamenei Says No Going Back for Middle East Rocked by WarTwo More Oil Supertankers Exit Hormuz to Help Push Up FlowsEx-President Biden Sues to Stop DOJ Sharing Interview Tapes

On a South Korean online forum this week, “Muenyu” related how his wife had recently seen her sister with a new designer handbag worth 5m won (£2,480) and asked how she’d afforded it.

The shares of each company have racked up huge gains but one may have more room to run than the other, according to this analyst

Runaway profits and sky-high valuations for microchip companies have fuelled worker demands over pay packages in South Korea, raising the question: who profits from the artificial intelligence boom?The Samsung agreement is fuelling labour demands in other sectors across South Korea -- with workers in industries from biotech and autos to shipbuilding asking for a larger share of corporate profits through bonuses.

Three Samsung affiliates will buy a $408 million stake in Dunamu, the operator of Korea's Upbit crypto exchange.

Even by the standards of the artificial-intelligence boom, the gains in chip stocks this year have been extraordinary. Sandisk has soared 570%. Intel has more than tripled. Samsung, Micron and SK Hynix have all climbed into the ranks of $1 trillion companies.

Yahoo Finance Tech Editor Dan Howley joins Josh Lipton on Market Domination to break down new data showing the steepest decline in smartphone sales on record, as soaring demand for AI memory chips reshapes the semiconductor market.

Yahoo Finance Tech Editor Dan Howley joins Host Josh Lipton on Market Domination to break down the day’s leading tech stories, including SK Hynix (000660.KS) joining the Trillion-dollar club and Micron Technology (MU) impressive growth in 2026.

CXMT wins Shanghai approval for a STAR Board listing that could become mainland China's biggest IPO since 2022.

Shares of Micron soared nearly 20% on Tuesday, lifting its market value above $1 trillion and bringing the Roundhill Memory ETF's return to nearly 120% in less than two months.

SK Hynix and Micron rally as investors bet AI-driven HBM shortages could last through 2027.

The company’s unionized workers have approved a tentative bonus-pay deal reached last week with the company, averting a strike at the world’s largest memory-chip maker.