MT Newswires35d agoneutral
Chip Wreck Roils Asian Stock MarketsAsian stock markets largely fell back Thursday, following overnight declines on Wall Street of chip
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Reuters Videos35d agoneutralVIDEO
AI Weekly: Anthropic controls lifted, Meta in the clouds<body><p>STORY: From Anthropic's new models getting cleared to Meta's reported big cloud move...</p><p>This is AI Weekly.</p><p>:: AI Weekly</p><p>Anthropic said the U.S. lifted export controls on its latest AI models.</p><p>It comes less than three weeks after the startup was forced to suspend access to its newest products over national security worries.</p><p>It led Anthropic to suddenly disable its Mythos 5 and Fable 5 models.</p><p>Washington has stepped up oversight of new releases due to concerns AI could be misused by intelligence agencies in China, Russia and elsewhere.</p><p>South Korea unveiled multi-billion dollar chip and AI mega-projects.</p><p>President Lee Jae Myung pledged investments worth more than $576 billion over a number of years.</p><p>Authorities said tech heavyweights Samsung and SK Hynix will invest over $518 billion to build two new chip fabrication sites each in South Korea's southwest.</p><p>It marks President Lee's biggest move yet to revive domestic economies beyond the capital Seoul.</p><p>Chipmaker Micron briefly blew past the market value of Big Tech giants Meta and Tesla for the first time ever.</p><p>The stock surge came a day after Micron forecast quarterly profit and revenue way ahead of analyst expectations.</p><p>The company is a major supplier to AI powerhouse Nvidia, and its shares have more than tripled in value so far this year.</p><p>It reached a market cap of about $1.4 trillion at one point after its results were released.</p><p>And Meta is building a cloud business to sell excess AI computing capacity.</p><p>That's according to a report from Bloomberg.</p><p>The move could lower Meta's reliance on advertising revenue and help it take on cloud majors like Amazon and Microsoft.</p><p>Meta didn't immediately respond to a request for comment.</p><p>CEO Mark Zuckerberg said earlier this year the firm could enter the cloud computing business if it overspends on data centers and has excess capacity.</p></body>
Barrons.com35d agobearish
Micron Stock Drops Again, Memory Rivals SK Hynix and Samsung Sink KOSPIThe world’s hottest stock index tumbled Thursday as the tech selloff that ravaged U.S. markets spread overseas.
The Wall Street Journal35d agoneutral
Stocks to Watch: Alphabet, Micron, Strategy↘️ Alphabet Inc. Cl A (GOOGL): Shares slipped premarket after Google lost a lengthy legal battle to overturn an EU fine of about $4.69 billion over its Android operating system. ↘️ Samsung Electronics (KR:005930), SK Hynix (KR:000660), Kioxia (JP:285A): The Asian memory-chip makers slumped, dragging down South Korea's Kospi and Japan's Nikkei 225 indexes.
Euronews35d agobearish
Asian stocks slide on chip sell-off as markets await US jobs dataAsian 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
Associated Press35d agobearish
Wall Street quietly mixed as chip companies continue to lose ground following Wednesday's sell-offWall 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%.
Reuters35d agobullish
Morning Bid: Shares pull back as markets await likely payrolls beatA look at the day ahead in European and global markets from Stella Qiu Global shares are pulling back after a bumper quarter.
Reuters35d agoneutral
SK Hynix to spend $64 billion on chip plants under broader AI-driven investment planSK Hynix said on Thursday it planned to invest 100 trillion won ($64.38 billion) to build new NAND memory chip and packaging factories as part of a massive investment programme aimed at addressing a shortage driven by the AI boom. The projects in the country's central city of Cheongju outlined on Thursday come under a $2.1 trillion plan unveiled by the chipmaker and its local rival Samsung Electronics on Monday that also included a new chip cluster in the southwest and existing projects. South Korea is hoping the investments will double the country's memory chip production capacity within five years.
Bloomberg35d agobullish
Apple Seeks to Buy Chinese-Made Memory Chips by Lobbying US(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.com35d agoneutral
Apple negotiates with blacklisted Chinese chipmakers amid AI-driven memory crunchInvesting.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
24/7 Wall St.35d agoneutral
The AI Memory Shortage Just Entered Year Two and These 3 ETFs Own Every Layer From DRAM to HBMThe 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
The Wall Street Journal35d agoneutral
Michael Burry Cites ‘Beginning of the End’ With New AI Short BetsTesla, Caterpillar, Applied Materials and an ETF of chip stocks are in the idiosyncratic investor’s crosshairs.
TheStreet35d agobullish
After beating Samsung, tech titan files for IPOSK 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 ...
Moneywise36d agoneutral
Samsung, Micron and SK Hynix accused of spiking memory chip prices by 700%The antitrust lawsuit calls the companies “oligopolists” and accuses them of “concerted anticompetitive behavior.”
Trefis36d agoneutral
China Is Coming For Micron's Thick MarginsThe memory industry is in the middle of an unprecedented boom.
Moneywise36d agobearish
South Korea to the rescue: The world's biggest chipmakers will drop $590 billion to end RAMageddon, but there's a catchSamsung and SK Hynix are pouring half a trillion dollars into new factories that would relieve the components crisis making consumer electronics exorbitantly expensive.
Benzinga36d agoneutral
Samsung, SK Hynix To Build Four New Chip Plants As South Korea Unveils $520 Billion AI PushSamsung 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...
The Wall Street Journal36d agobullish
South Korean Exports Soar on AI Chip Boom79% 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.
Simply Wall St.36d agoneutral
Samsung (KOSE:A005930) Stock May Look Reasonable On New AI Storage LaunchSamsung 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,...
The Wall Street Journal36d agobullish
South Korea’s Exports Post Biggest Surge Since 1978Exports 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.
Simply Wall St.36d agoneutral
KLA (KLAC) Could See Fresh Demand From Samsung And SK Hynix's $1.3 Trillion PlanSamsung 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...
StockStory36d agoneutral
Why Entegris (ENTG) Stock Is Up TodayShares 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.
Barchart36d agoneutral
Micron and Other Memory Makers Are Being Sued Over Price Fixing Claims. This Is Nothing More Than Headline Risk for MU Stock.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.
GuruFocus.com36d agoneutral
South Korea Unveils $880 Billion AI and Chip Investment PushSamsung, SK Hynix and Naver back at least 1,350 trillion won for chips and AI data centers.
Investing.com36d agobullish
Chip tool stocks surge up to 9% on Samsung, SK’s $1.3 trillion Korea betKLA 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
Bloomberg36d agobullish
ASML, Chip-Tool Stocks Soar as Samsung, SK Plan Investments(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
GuruFocus.com36d agobullish
South Korea's Wealth Surges 44% as AI Chip Bonuses Reshape Private BankingSamsung and SK Hynix payouts are driving banks to target a fast-growing class of affluent professionals.