High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
A brand-new ETF promises to carve pure Korean semiconductor exposure out of a market where most funds bury Samsung and SK Hynix under banks and automakers, but with three days of trading history and a fee premium over established rivals, the real question is whether the precision is worth the price.
CXMT—which is a specialist in dynamic random-access memory (DRAM)— intends to establish a NAND flash memory research-and-development production line at a new factory in Beijing, Reuters reported Friday, citing people familiar with the matter. DRAM is short-term working memory that computers and AI hardware use to manage active data and running processes. NAND flash memory is used for longer-term storage.
Putting the memory shortage in context and why Micron and Sandisk shares could still have room to run.
Investors are still eyeing memory chip inflation.
Samsung and Micron are racing to staff new U.S. fabs as only 3% of engineering graduates enter the chip industry each year
Rasheed Richmond has owned several Samsung foldable phones. The 48-year-old tech CEO in Los Angeles has tried to persuade people to try Samsung’s version. “So far, so same,” one of Samsung’s social-media accounts said.
Samsung Electronics (KOSE:A005930) agreed a new collaboration with Mistral AI to deploy advanced on-premises AI models in chip manufacturing. The company expanded its partnership with ASML to include High NA EUV lithography for future memory and logic production lines. Samsung plans to use these AI and High NA EUV tools to support precision, security and efficiency in its semiconductor operations. The expanded AI work with Mistral AI and the closer ASML High NA EUV collaboration deserves...
Samsung Electronics (KOSE:A005930) has been in focus after Bark Technologies launched the new Bark Watch, which is built on the Samsung Galaxy Watch8 platform and highlights fresh demand for kid-focused wearables tied to Samsung hardware. Samsung Electronics has had a choppy few months, with the share price down 7.65% over 30 days and 30.07% over 90 days. At the same time, the year-to-date share price return sits at 97.28%, and the 1-year total shareholder return reaches 228.24%. Scan beyond...
ASML wins commitments from Samsung, TSMC for new chipmaking
What’s your score? Kim Kardashian and Gwyneth Paltrow aren’t the only wearers of Oura smart rings to obsess over their daily sleep ratings. The...
SK hynix (NasdaqGS:SKHY) has become a key holding in the newly launched KICK Korea Semiconductor Index ETF focused on Korean chipmakers. The ETF tracks a Korea semiconductor benchmark that is heavily weighted toward SK hynix alongside Samsung Electronics as core constituents. Launched in 2026, the KICK Korea Semiconductor Index ETF is intended to give global investors targeted exposure to Korea's chip sector. The KICK Korea Semiconductor Index ETF launch with SK hynix as a core component is...
ASML and TSMC both crushed their latest quarters riding the same AI wave, but only one of them wins no matter which chipmaker comes out on top. Figuring out which is the cleaner bet requires understanding exactly where each company sits in the supply chain.
The company aims to address AI infrastructure challenges and accelerate product development.
South Korea must continue advancing artificial intelligence without pause or delay, its deputy prime minister said on Wednesday, striking an unequivocal tone in a growing global debate about the pace of development for the technology.
Samsung makes a bizarre move in a promotion for the Galaxy Z Fold 8.
ASML Holding N.V. (NASDAQ:ASML) is examining ways to produce more than 110 EUV lithography systems in 2028, according to JPMorgan analysts following a meeting with CFO Roger Dassen. The company is already nearly sold out for 2027 and expects to produce at least 80 EUV systems that year, meaning output above 110 in 2028 would […]
Anthropic is closing in on a public valuation that would place it among the most valuable companies on Earth, yet a single glaring vulnerability in its business model has investors questioning whether that number makes any sense at all.
Micron stock has stabilized following an AI slowdown panic but it still has to deal with union demands in Taiwan.
Micron stock has stabilized following an AI slowdown panic but it still has to deal with union demands in Taiwan.
The Eindhoven-based startup is designing low-power chip systems for AI inference and aims to begin commercial deployments in 2028
Samsung’s latest Galaxy price hike may be hard to defend.
Apple Inc.’s latest iPhone Duo is set to capture 24.8% of the foldable smartphone market by 2026, making it the second-largest brand in the sector, TrendForce reported. The report, released on Thursday, predicted that iPhone Duo shipments will reach about...
Apple Just Entered the Foldable War. Gurman Says Its New iPhone Could Transform the Market
Ahead of the bell US stock futures sank on Monday after the two leading frontier artificial intelligence companies called for an industrywide slowdown in AI development, sending tech stocks tumbling. Futures on the tech-heavy Nasdaq 100 fell 1.5%, led by losses in chip stocks including...
↘️ Nvidia (NVDA), Intel (INTC), Marvell Technology (MRVL): Chip stocks slid premarket after leaders of the biggest AI companies called to slow development of the technology, raising questions over chip demand.
Asian and European chip stocks tumbled Monday after leaders of the world’s biggest artificial intelligence companies called for the industry to slow development of the technology for safety reasons. Nvidia and Intel are down in premarket trading.
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