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Netlist Forms Strategic Alliance With Samsung Through Patent License and Supply Agreements
InvestorsHub32m agoneutral
Netlist Forms Strategic Alliance With Samsung Through Patent License and Supply Agreements

The five-year partnership includes a broad patent cross-license, memory supply agreement, technology collaboration, settlement of ongoing litigation, and Samsung’s planned purchase of Netlist shares. Key Investor TakeawaysNetlist (USOTC:NLST) signed a five-year strategic alliance with Samsung covering patent licensing, memory product supply, and technology cooperation.

Netlist, Samsung settle patent disputes in new five-year memory deal
Reuters4h agoneutral
Netlist, Samsung settle patent disputes in new five-year memory deal

Netlist has struck a five-year deal to license its memory chip patents to Samsung Electronics, ‌it said on Wednesday, gaining access to the ‌South Korean firm's products and ending years of legal disputes between the companies. Here ​are some details: • Netlist develops advanced memory and storage technologies, including server memory and high-bandwidth memory technologies used in AI computing. Samsung will receive access to Netlist's patent portfolio, including its ‌server dual in-line memory ⁠module and high-bandwidth memory technologies used in AI servers and high-performance computing.

Samsung and SK Hynix evaluate Chinese chip equipment as U.S. restrictions remain a concern
InvestorsHub4h agoneutral
Samsung and SK Hynix evaluate Chinese chip equipment as U.S. restrictions remain a concern

Samsung Electronics (USOTC:SSNHZ) and SK Hynix (NASDAQ:SKHY) have been testing semiconductor manufacturing equipment supplied by China’s Advanced Micro-Fabrication Equipment (AMEC) at their production facilities in China, according to a Reuters report citing sources familiar with the matter. Shares of both South Korean chipmakers moved higher following the report, with SK Hynix rising 4.

Oil prices ease and Asian shares gain on hopes for Mideast deal, as companies report strong profits
Associated Press10h agoneutral
Oil prices ease and Asian shares gain on hopes for Mideast deal, as companies report strong profits

Asian shares surged and oil prices slipped Wednesday after the U.S. stock market rallied to records, helped by strong corporate earnings reports and hopes for a deal setting the stage for talks that might eventually lead to an end to the war in Iran. Japan's Nikkei 225 gained 3.3% to 66,068.24, with chipmaker Kioxia surging 6.3% while chip testing equipment maker Advantest soared 6.9%. Tech giant Samsung Electronics advanced 4.1%.

Exclusive-Samsung, SK Hynix test Chinese chip tools as hedge against US risks
Reuters13h agoneutral
Exclusive-Samsung, SK Hynix test Chinese chip tools as hedge against US risks

Samsung Electronics and SK Hynix are evaluating chipmaking equipment from China's Advanced Micro-Fabrication Equipment (AMEC) for possible use at their Chinese factories, three people familiar with the matter said, as the South Korean firms hedge against the risk of tighter U.S. export controls. The memory chipmakers began ‌testing AMEC etching equipment about two years ago, when uncertainty was mounting over whether Washington would continue allowing them to import U.S. chipmaking tools into ‌China, two of the sources said.

Bloomberg19h agoneutral
Samsung Reveals New 3D-Memory Roadmap in Bid for AI Tech Lead

(Bloomberg) -- Samsung Electronics Co. offered a glimpse of its most advanced memory hardware, touting improved performance and power efficiency in a bid to overtake rivals SK Hynix Inc. and Micron Technology Inc. in the race for long-term dominance.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersTaco Bell Met With Michigan on Parasite Weeks Before RecallIran Weighs Allowing Europe to Clear Mines in S

SK hynix, Sandisk race to fix AI’s next chip bottleneck
TheStreet20h agoneutral
SK hynix, Sandisk race to fix AI’s next chip bottleneck

Anyone who bought a laptop or built a gaming PC this year already felt memory prices climb. DRAM and NAND flash have gotten steadily more expensive as AI data centers absorb nearly every chip factories can produce, according to a Bloomberg analysis. On August 3, SK hynix and Sandisk released the ...

Is Samsung Electronics (KOSE:A005930) Fully Priced As Memory And AGI Optimism Builds?
Simply Wall St.22h agoneutral
Is Samsung Electronics (KOSE:A005930) Fully Priced As Memory And AGI Optimism Builds?

Samsung Electronics (KOSE:A005930) heads into the Future of Memory and Storage 2026 conference in Santa Clara with investors watching how its memory, storage and AGI computing plans relate back to the stock. See our latest analysis for Samsung Electronics. The 삼성전자 share price has pulled back, with a 30 day share price return that declined 22.46%, even after a strong 7 day share price return of 9.09%. At the same time, the 1 year total shareholder return of 247.66% and 5 year total...

Bloomberg1d agoneutral
A Quant and a Korean Dentist Push the Limits of Leveraged ETFs

(Bloomberg) -- A growing number of investors from the US to South Korea are using leveraged exchange-traded funds for long-term investing, a far cry from the day trading they were designed for. Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevTaco Bell Met With Michigan on Parasite Weeks Before RecallChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersApple’s New CEO Taps Retired Hardware Executive for Management TeamMamdani Dismisses Business Leaders A

Bloomberg1d agoneutral
Asia Hedge Funds Suffer Widespread Losses in July Market Rout

(Bloomberg) -- Asia-based hedge funds logged extensive losses in July, as the tech selloff led to what Goldman Sachs Group Inc. prime brokers said was the worst month for regional stockpickers on record.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevApple’s New CEO Taps Retired Hardware Executive for Management TeamTaco Bell Met With Michigan on Parasite Weeks Before RecallMamdani Dismisses Business Leaders Advising NYC’s Mayor’s FundS&P 500 Closes Near Record H

Is Micron Technology (MU) A Bargain Following New Memory Capacity Risks?
Simply Wall St.1d agoneutral
Is Micron Technology (MU) A Bargain Following New Memory Capacity Risks?

Micron Technology (MU) is back in focus after investors reassessed the stock in light of aggressive capacity expansion plans from CXMT, Samsung and SK Hynix. These plans could pressure future memory pricing. See our latest analysis for Micron Technology. Micron Technology’s share price has been volatile, with a 1-day share price return of 0.79% and a 7-day return of 1.09%, following a July decline of about 15% and concerns over capacity expansion from CXMT, Samsung and SK Hynix. Even with...

Bloomberg1d agoneutral
South Korea’s Leveraged ETF Trading Plummets Under New Curbs

(Bloomberg) -- Trading in leveraged exchange-traded funds tied to South Korea’s two chip giants has shrunk sharply, after authorities took steps to slow demand for the products that fueled recent market volatility.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevS&P 500 Closes Near Record High on US-Iran Hopes: Markets WrapAlibaba Adds to China AI Breakthroughs With New Qwen Model Iran Says Hormuz Talks Ongoing After Trump Calls Off StrikesTrump Says US to Hold Of

Micron Stock Falls as Chinese Memory Threat Intensifies
Barrons.com2d agoneutral
Micron Stock Falls as Chinese Memory Threat Intensifies

Micron Technology was falling early Monday. Micron shares were down 3% at $798.66 in premarket trading. The moves comes as China’s ChangXin Memory Technologies ( CXMT ) mulls whether to build a second memory-chip plant in Beijing, following its recent initial public offering which led to the company surging to a market valuation of close to $500 billion, according to a Reuters report.

🎢The One Constant in Korean Stocks? Volatility
The Wall Street Journal2d agoneutral
🎢The One Constant in Korean Stocks? Volatility

A crisis of confidence in the AI trade has dogged the index of late, putting it in bear market. Big swings, driven by SK Hynix and Samsung, which make chips crucial to the AI buildout and which together make up most of the Kospi, have become practically routine.

Samsung (KOSE:A005930) Launches Galaxy Watch Ultra2 And Watch9 With AI Health Tools
Simply Wall St.2d agoneutral
Samsung (KOSE:A005930) Launches Galaxy Watch Ultra2 And Watch9 With AI Health Tools

Samsung Electronics introduced the Galaxy Watch Ultra2 and Galaxy Watch9, featuring new AI-driven health and sports tracking tools. The wearables include advanced biometric tracking, extended battery life, and support for demanding activities such as professional diving. The launch reflects a shift in Samsung Electronics' wearable strategy toward more health focused and performance oriented devices. For investors following Samsung Electronics, ticker KOSE:A005930, the new wearables arrive...