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The semiconductor industry has a funny way of changing the rules just when companies think they’ve figured them out. A few years ago, the hottest chip businesses were processors and foundries. Memory was viewed as a cyclical commodity business that could swing from shortages to gluts in a matter of quarters. Fast forward to 2026, ... Intel’s $9 Billion Regret: The Business Sale Haunting It Today
Roku (NASDAQ:ROKU) is the streaming name everyone wants to talk about after a 64.41% EPS beat and a 79.82% one-year run. But here’s what you should actually be watching. Roku is the textbook crowded trade right now. The stock has ripped 15.29% year to date and trades at a trailing P/E of 93 with a ... Forget Roku: This Stock Is a Far Better Value for Long-Term Investors
By Stephen Nellis SAN FRANCISCO, June 2 (Reuters) - Micron Technology's march toward a $1 trillion valuation is nothing if not dramatic: a year ago it was a little over $100 billion.
By Stephen Nellis SAN FRANCISCO, June 2 (Reuters) - Micron Technology's march toward a $1 trillion valuation is nothing if not dramatic: a year ago it was a little over $100 billion.
The trillion-dollar club just got two new memory chip members. Micron Technology (NASDAQ:MU) and South Korea’s SK Hynix (000660.KS) both crossed $1 trillion in market capitalization for the first time this week, joining Samsung in a rarified tier of semiconductor giants. The move reflects that demand for AI infrastructure continues to outpace the industry’s ability ... Micron and SK Hynix Cross $1 Trillion Valuations as Chip Shortage Fuels AI Boom
Investing.com -- South Korean semiconductor stocks Samsung Electronics (KS:005930) and SK hynix have risen 798% from their 500-day low as of Monday, surpassing the 717% increase recorded during the IT bubble, according to Jefferies. The rally in the two stocks began in late May. Jefferies stated that the stocks have additional upside potential, citing that bubbles typically extend the leadership of top-performing stocks and turn them into historical outliers, while support from earnings and reta
In 2019, while researching a book on the U.S.-China competition, I visited Huawei’s sprawling new R&D campus in Dongguan, a city about an hour’s drive from the company’s Shenzhen headquarters. A Huawei executive explained the design to me with a straight face: “We’re doing well in Europe.” In a Wall Street Journal interview that November, founder Ren Zhengfei invited President Trump to come visit and brushed off U.S. sanctions with characteristic bravado.
Qualcomm (NASDAQ:QCOM) President and CEO Cristiano Amon said the company’s diversification strategy is progressing across automotive, IoT and data center markets, while its core handset business remains constrained by elevated memory costs rather than end-market demand. Speaking with Bernstein Seni
(Bloomberg) -- SK Hynix Inc. plans to double its memory chip capacity over the coming half-decade, a major expansion that should help ease a global shortage of an essential component of AI.Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableCanada Dips Into Technical Recession for First Time Since 2020Alphabet to Raise $80 Billion in Equity for AI SpendingUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedAndrew Left Found Guilty in Case That Spooke
Last week, BYD unveiled what it called China’s first 4nm intelligent driving chip, the Xuanji A3.
The chairman of South Korea's SK Group said on Tuesday its memory chip unit SK Hynix aims to double wafer capacity over the next five years. Chey Tae-won was speaking at the Computex conference in Taipei, where executives from some of the world's top technology companies, including Nvidia, are gathering. He added that he hopes his company can be a major high-bandwidth memory (HBM) supplier for Nvidia's Vera Rubin system.
Companies should pay workers "as much as possible", Nvidia boss Jensen Huang said Tuesday ahead of a trip to South Korea, where Samsung Electronics recently averted a strike by making an agreement on bonuses with its union.Huang is due to arrive in South Korea on Friday and will reportedly meet with companies including SK Group and Hyundai to discuss robotics and so-called "physical AI".
(Bloomberg) -- Nvidia Corp. Chief Executive Officer Jensen Huang said he pays his workers as much as possible, weighing in on a growing global debate about how profits from the AI infrastructure boom should be shared.Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableCanada Dips Into Technical Recession for First Time Since 2020Alphabet to Raise $80 Billion in Equity for AI SpendingUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedAndrew Left Foun
In late May 2026, Broadcom and partners including Samsung, FuriosaAI, Applied Materials, LSEG, and telecom operators announced new Wi‑Fi 8, 50G PON, FWA, and AI accelerator platforms that tie Broadcom’s chips deeper into both AI data centers and next‑generation broadband networks. These moves highlight how Broadcom is trying to link its fast‑growing AI semiconductor franchise with “edge AI” in homes and enterprises, potentially widening the company’s role across the full path from cloud to...
Nvidia CEO Jensen Huang hosted top South Korean tech executives including the boss of chipmaker SK Hynix at a boisterous dinner on Monday, as he looks to deepen ties with key partners ahead of what he called an "incredibly busy" stretch for the AI boom. SK Hynix CEO Kwak Noh-Jung, executives from Samsung Electronics, LG Electronics and Naver were among those at the "Korean Partner Night", held at a traditional Taiwanese restaurant in Taipei on the sidelines of the Computex trade show. "Korea is a critical part of our ecosystem."
Korea has gone mad for AI. Capital-M Mad, the kind that turns a niche 3x leveraged country fund into the most-watched ticker on Korean retail brokerage screens. Direxion Daily MSCI South Korea Bull 3X Shares (NYSEARCA:KORU) opened 2026 at $181.55 and closed today at $1,014.98, a year-to-date move of 459.06% in under five months. Today ... This Niche 3X Korea Fund Rode the Memory Chip Boom to a 2,108% One-Year Gain, but Don’t Expect a Repeat
The AI trade is hot, and it could stay hot for quite some time. Undoubtedly, much of the strength has been concentrated in the storage and memory stocks. The AI revolution is moving into that leftmost fast lane, and it feels like there’s not enough DRAM, NAND, or SSDs to go around. Just because the ... The Hidden AI Trade Already up 31% in Just One Month
A jump in oil prices is doing little to take the shine off of U.S. stocks this morning. Brent crude futures are up more than 3% to trade above $94 a barrel after a weekend exchange of fire between the U.S. and Iran, even as both countries continue to hammer out a peace deal. Adding to the fervor this morning was Nvidia’s unveiling of its new superchip, which it described as “the most efficient PC chip ever built.”
The artificial intelligence bottleneck is the most important theme in the stock market, right now, according to J.P.Morgan analysts.
Shares in Samsung Electronics, LG Electronics and other South Korean tech firms rallied on Monday, as expected meetings between Nvidia CEO Jensen Huang and Korean executives boosted hopes of tie-ups in AI and robotics. Chipmaker Samsung Electronics was also buoyed by data that South Korea's semiconductor exports surged to a record high in May on the AI boom, helping the country's total exports post their biggest rise in over four decades. Huang is expected to visit South Korea later this week and meet LG Group Chairman Koo Kwang-mo and other Korean executives, a person with knowledge of the matter said.
Broadcom (NasdaqGS:AVGO) and Samsung have introduced a broadband focused fixed wireless access reference platform that integrates Broadcom's Wi-Fi 8 SoC with Samsung's 5G modem technology. The companies describe this as an industry first solution designed to help mobile operators deliver high-speed, low-power broadband over wireless networks. Broadcom has also expanded its Wi-Fi 8 SoC portfolio for Ethernet routers and mesh Wi-Fi systems aimed at residential networking equipment. For...
<body><p>STORY: :: SK Hynix</p><p>The global AI investment boom is showing up in South Korea’s economy.</p><p>Figures out Monday showed the country’s exports rising at their fastest pace in over four decades.</p><p>They were up over 53% on the year in May.</p><p>That was ahead of forecasts and the biggest rise since January 1984.</p><p>It comes as tech firms spend giant sums on AI data centers, with much of that money flowing to South Korean chipmakers Samsung and SK Hynix.</p><p>Monday’s data showed exports of chips jumped nearly 170% in May, hitting a record monthly high of over $37 billion.</p><p>Sales of computers jumped over 290%, driven by demand for AI servers.</p><p>With Samsung and Hynix both now paying huge bonuses to their chip workers, market watchers say some of that money is showing up in rising retail sales and government tax receipts. </p><p>Last week, the country's central bank raised its growth forecast for the year on the back of it all. </p><p>The boom is also showing up on markets, with South Korea's benchmark Kospi index up over 100% just this year. </p><p>It's emerged as the world's best performer in an AI-driven rally. </p></body>
South Korea’s exports grew at the fastest pace in more than four decades in May, as artificial intelligence-driven demand for chips pushed the value of shipments to a record.
Shares in Samsung Electronics, LG Electronics and other South Korean tech firms rallied on Monday, as expected meetings between Nvidia CEO Jensen Huang and Korean executives boosted hopes of tie-ups in AI and robotics. Chipmaker Samsung Electronics was also buoyed by data that South Korea's semiconductor exports surged to a record high in June on the AI boom, helping the country's total exports post their biggest rise in over four decades. Huang is expected to visit South Korea later this week and meet LG Group Chairman Koo Kwang-mo and other Korean executives, a person with knowledge of the matter said.
We just covered From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and ASML Holding N.V. (NASDAQ:ASML) ranks 11th on this list. ASML Holding N.V. (NASDAQ:ASML) is a new addition to the 13F portfolio of Situational Awareness LP. The fund declared a new stake in the company in filings […]
Investing.com -- South Korea’s booming technology sector and rising consumer wealth are emerging as a bright spot for the global luxury industry, with UBS identifying several high-end brands that could benefit from stronger spending by Korean shoppers.
(Bloomberg) -- Chipmakers are by far the hottest stocks in the market, but their recent surge is lending urgency to the debate over whether investors are buying into an artificial-intelligence bubble that’s due to burst.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseStrait of Hormuz Ship Transits Are Rising Thanks to US HelpAmericans Hurt in Kuwait as Trump Sends Mixed Signals on WarCVS Returns
Matthews Asia CIO Sean Taylor anticipates further gains for South Korean stocks. He is less interested in Baidu and other Chinese tech giants.
Investing.com -- Investors are increasingly turning to Asian technology suppliers and infrastructure companies as potential beneficiaries of the next phase of artificial intelligence spending, Bloomberg reported on Sunday.
(Bloomberg) -- The hunt is on for companies that could benefit from the tailwinds of an unprecedented wave of stock offerings in the US, and investors are increasingly honing in on the Asian supply chain.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseStrait of Hormuz Ship Transits Are Rising Thanks to US HelpAmericans Hurt in Kuwait as Trump Sends Mixed Signals on WarCVS Returns Zepbound to Drug
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