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Industrywide concerns about AI development affected Micron this week.

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.

Hundreds of Micron Technology Inc. (NASDAQ:MU) employees rallied in Taiwan on Thursday, threatening to strike after rejecting the company’s fiscal 2026 bonus offer, with workers reportedly saying the offer fell short of expectations. Workers Say the Offer Falls Short Last week, Micron offered total compensation equivalent to 35 to 68 months of pay for the year, with minimum cash compensation of NTD1.7 million ($53,485), but workers at a rally near the Taoyuan plant said it doesn’t reflect the co

Putting the memory shortage in context and why Micron and Sandisk shares could still have room to run.

Korea's newest chip ETF bets almost everything on two memory giants at the exact moment HBM pricing and AI capex commitments could swing either way, and the fund is young enough that most investors have no idea what they are actually buying.

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...

Qualcomm (QCOM) throws off free cash worth 5.2% of its market value each year, against 4.4% for the median S&P 500 company. A yield above the median means one of two things: a bargain or a business the market expects to shrink. Here it is mostly the second: the cash comes from smartphone chips, and Apple is leaving.

Micron and Sandisk look like two memory stocks to buy, given the current market dynamics.

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...

SK Hynix stock jumped following a report that the memory maker is exploring a deal with Intel.

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.

South Korea's grid cannot keep up with the AI memory factories SK Hynix is racing to build, and the question of who pays to fix that is now holding up one of the most critical supply chains in semiconductors.

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 […]

VZ is advancing 6G with AI-native networks, real-world sensing trials and smart technologies, targeting the 2028 Olympics as a key test.

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.

Samsung rejected a massive electricity prepayment proposal as Korea confronts the power demands of expanding semiconductor production.