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U.S. Iran Agreement Eases Pressure Across Chip Stocks

After soaring 250% year to date, Micron remains firmly on investors’ radar, particularly as it approaches its quarterly earnings report next week.

Micron's market valued doubled from $500 billion to $1 trillion in record time, but most analysts think the stock is overvalued.

A recent leak shared by GSMArena could suggest that Samsung (SSNLF) is planning a far greater fight in luxury smartphones. Samsung has been a dominant name in the foldable smartphone segment for years. But that leadership no longer seems quite as safe. Samsung continues to lead the foldable market ...

The SEC is anticipated to approve an application from SK Hynix to list in the U.S. the week of June 22.

Samsung Electronics has begun shipping industry first 12 layer HBM4E high bandwidth memory samples. The new HBM4E products are aimed at AI accelerators and hyperscale data centers that require higher capacity and faster memory. This shipment establishes a new reference point in advanced memory for AI focused infrastructure. For investors tracking KOSE:A005930, this move comes with the stock trading around ₩322,500. Over the past month the share price is up 19.2%, and year to date the stock...

This ETF gives you access to some of the top memory and storage stocks.

Is SNDK a good stock to buy? We came across a bullish thesis on Sandisk Corporation on Kumquat Research’s Substack. In this article, we will summarize the bulls’ thesis on SNDK. Sandisk Corporation’s share was trading at $1,642.00 as of June 8th. SNDK’s trailing and forward P/E were 60.14 and 27.17 respectively according to Yahoo Finance. Sandisk […]

NVIDIA (NASDAQ:NVDA) and AMD (NASDAQ:AMD) both reported earnings in May, and the contrast says everything about today’s AI hardware market. NVIDIA posted a $81.6 billion quarter built on Blackwell dominance. AMD posted $10.25 billion, with the Meta partnership reshaping its data center story. One is the incumbent. The other is the credible challenger finally getting ... Nvidia vs AMD: The Better AI Stock Is A Better Buy This June

ROME, June 12 () - Italy's Prime Minister Giorgia Meloni and South ‌Korean President Lee Jae Myung on ‌Friday pledged to deepen bilateral ties, signing ​memorandums spanning technology and development cooperation. • The leaders discussed closer cooperation in semiconductors and high-tech sectors including artificial intelligence, ‌space, automotive and ⁠energy.

ROME, June 12 (Reuters) - Italy's Prime Minister Giorgia Meloni and South Korean President Lee Jae Myung on Friday pledged to deepen bilateral ties, signing memorandums spanning technology and

(Bloomberg) -- A move by the National Pension Service to temporarily suspend portfolio rebalancing has fueled volatility in South Korea’s stock market and added pressure on the won, according to Barclays Plc.Most Read from BloombergSpaceX IPO Raises $75 Billion in Biggest Debut of All TimeXbox Plans Significant Layoffs as New CEO Plans OverhaulTrump Insists Iran Deal Is Close After Scrapping New StrikesTrump Vows New Attacks on Iran, Threatens Key Energy TargetsUAE and Iran Meet Face-to-Face to

(Bloomberg) -- Global banks are curbing hedge funds’ leveraged bets on Asia’s top chipmakers including SK Hynix Inc. and Samsung Electronics Co. after a blistering rally this year raised concerns of a potential pullback, according to people familiar with the matter.Most Read from BloombergSpaceX IPO Raises $75 Billion in Biggest Debut of All TimeXbox Plans Significant Layoffs as New CEO Plans OverhaulTrump Insists Iran Deal Is Close After Scrapping New StrikesTrump Vows New Attacks on Iran, Thre

Asian shares climbed sharply on Friday, tracking big Wall Street gains, and oil prices slipped after U.S. President Donald Trump claimed there was a breakthrough in talks to end the Iran war. Samsung Electronics, South Korea's most valuable company, advanced 11.2%. Tokyo’s Nikkei’s 225 gained 3.5% to 66,442.95, also led by gains for technology stocks.

Asian chip stocks rebounded, capping a roller coaster week amid geopolitical volatility, concerns over inflation and worries over a bubble in artificial-intelligence-related stocks.

Industrial action by South Korean truck drivers tasked to transport concrete is raising ‌concerns over possible delays to major semiconductor plant ‌expansion projects by Samsung Electronics and SK Hynix, South Korean media reported ​on Friday. The National Ready-Mixed Concrete Transport Workers' Union suspended deliveries in the Seoul metropolitan area starting on Monday, a work stoppage it said would involve around 8,000 members as ‌it demanded higher rates ⁠and other changes. Participating union members also blocked deliveries on Thursday from two concrete plants in ⁠Pyeongtaek, halting the pouring of concrete at the construction site for Samsung Electronics' chip plant, the Chosun Ilbo reported.

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, […]

Musk joined ASML's annual employee tech conference virtually as SpaceX prepares to go public in what would be the largest IPO on record

Marvell Technology (NASDAQ:MRVL) and Micron Technology (NASDAQ:MU) both just delivered AI-fueled earnings reports, yet they sit on opposite sides of the data center stack. Marvell sells the custom silicon and optics that stitch AI clusters together. Micron sells the memory those clusters cannot run without. Their latest results show how AI spending is rewarding very ... Marvell vs. Micron: One Stands to Gain More From AI Demand

Samsung Electronics has expanded its collaborations with Synopsys and Cadence on next-generation chip design and manufacturing flows for its leading 2nm and 3D-IC technologies. The partnerships cover advanced electronic design automation tools, IP, and certified manufacturing processes aimed at AI, high-performance computing, and multi-die silicon solutions. These developments strengthen Samsung's foundry ecosystem at a time when demand for cutting-edge AI and advanced packaging solutions is...

The reported plan would see Google split production between TSMC and Samsung as it seeks additional capacity for future AI chips.

Investing.com -- Morgan Stanley believes investors should not read too much into the recent pullback in memory stocks, arguing the underlying cycle remains intact and that multiple expansion could drive further returns from here.

Theker, a Barcelona-based AI robotics ‌company, has raised $85 million ‌in a fundraising round, it ​said on Thursday, highlighting ongoing growth in the Spanish tech sector. Theker says ‌it ⁠develops robots which use AI to perform ⁠various tasks in industrial environments. The fundraising round ​was led ​by ​venture capital firm ‌CRV, while other companies involved included Samsung and luxury goods company LVMH.

AIQ has quietly outperformed QQQ this year while charging triple the fee, an inversion of the usual thematic-ETF trap where investors pay up for a story and underperform the index. The Global X Artificial Intelligence & Technology ETF (NASDAQ:AIQ) is one of the rare ones doing both. AIQ is up 20.6% year-to-date through June 10, ... The ‘Buy Everything AI’ Strategy: Is AIQ Your Ticket to the $2.5 Trillion Supercycle?

Alphabet's Google is in talks with Samsung Electronics to manufacture part of its ‌next-generation chip, The Information reported on Thursday, citing ‌two people familiar with the matter. Google plans for Taiwan's TSMC to ​make the main part of the chip, codenamed 'Icefish,' while Samsung may produce a separate component that helps connect it to memory using its 2-nanometer production technology, the report ‌said. The chip industry has ⁠been grappling with a capacity crunch, as TSMC, the world's largest contract chipmaker, works ⁠to keep up with surging demand and avoid becoming a bottleneck in the global supply chain amid the AI ​boom.

Korea has been a hot market but shares are falling back to earth, especially those of memory chip makers Samsung and SK Hynix.

OpenAI (NASDAQ:OAI) Chief Executive Sam Altman is expected to meet senior executives at Samsung Electronics (USOTC:SSNHZ) next week during a visit to South Korea, where discussions will centre on expanding the use of artificial intelligence across the technology giant’s operations, according to a report from Yonhap News Agency. The visit highlights Samsung’s growing focus on AI-driven transformation as it seeks to integrate advanced technologies more deeply into its business processes and workpl

Nvidia Corp (NASDAQ:NVDA) is one of the best data center stocks to invest in according to billionaires. Nvidia shares are up 14% over the past month and up more than 48% over the past year. On June 6, Micron Technology (NASDAQ:MU) secured certification for its HBM4 memory on Nvidia Corp (NASDAQ:NVDA)’s upcoming Vera Rubin AI […]

Investors question pricing power, tool adoption, and capacity growth despite ASML's central role in advanced chipmaking.

Stock futures fell, with the Nasdaq-100 selling off and big Asian names such as SoftBank Group and Samsung Electronics down sharply.