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Investors are assessing strong momentum for hardware companies in the first half of the year.

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BE Semiconductor stock tumbled after a report said that some of the Dutch group’s main customers are delaying uptake of its advanced hybrid bonding technology. Memory chip makers Samsung Electronics and SK Hynix —which are customers of Besi—are questioning the need to adopt hybrid bonding technology for their most advanced chip stacks, Korean news outlet ZDNet reported, citing unnamed sources. Besi is the market leader in advanced hybrid bonding, a technology that fuses chips together at a molecular level.

(Bloomberg) -- SK Hynix Inc. kicked off its formal marketing process for its US listing on Monday, as the South Korean chipmaker looks to capitalize on surging investor demand for the high-flying memory-chip sector.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsThe Tanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From MotoristsOil’s Supply Wave, T

U.S. stock futures were higher in early European morning trading while changes in the dollar and Treasurys were limited as both continued to trade on last week’s jobs data.

July 6 (Reuters) - A look at the day ahead in European and global markets from Wayne Cole.

Samsung Electronics (OTC:SSNLF) on Tuesday is expected to deliver another record-breaking quarter as surging AI-driven demand for memory chips continues to lift prices, though higher employee bonus costs could weigh on reported earnings. AI Memory Boom Expected to Drive Another Record Quarter Samsung is expected to report an operating profit of about 86 trillion won ($56.35 billion) for the April-to-June quarter, according to an LSEG SmartEstimate based on forecasts from 30 analysts, Reuters rep

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South Korean chipmaker SK Hynix will on Monday launch its about $28 billion U.S. listing, according to its regulatory ‌filings, in one of the world's largest new share sales ‌as it capitalizes on the global AI boom. The company will sell 17.79 million new shares ​in the depository receipt listing on the Nasdaq, making it one of the world's most valuable tech firms. Ten ADRs will represent one common share and the stock will be sold in a price range due to be ‌revealed on Monday, based on ⁠SK Hynix's Seoul trading price.

(Bloomberg) -- A wild ride for global chip stocks in recent weeks has left investors looking for fresh validation of the artificial intelligence trade. Samsung Electronics Co. may provide just that on Tuesday.Most Read from BloombergOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil’s Supply Wave, Tumbling Prices Rekindle Fears of Global GlutBrazil Freezes $2 Billion, Pursues Arrests After US SanctionWhy the Great Am

Samsung Electronics is likely to estimate that its operating profit jumped about 18-fold to another record high from a year earlier in the second quarter, as AI growth continues to strain memory supply and push chip prices higher. On Tuesday, the ‌world's largest memory chipmaker by sales is likely to flag an operating profit of 86 trillion won ($56.35 billion) for the April to June quarter, according ‌to an LSEG SmartEstimate based on forecasts from 30 analysts, weighted toward those with the best track records.

Anthropic has opened early talks with Samsung Electronics to manufacture a custom AI chip, according to a report from Bloomberg. The Claude developer has never built its own silicon before. It has relied entirely on chips rented from Amazon, Google, and Nvidia, and that dependence is now colliding ...

Shares of European semiconductor companies were following their Asian peers in green territory, a day after investors shunned stocks linked to artificial intelligence.

Shares rallied in Asia on Friday after the Dow Jones Industrial Average set another record, as some key AI related stocks rose while others extended losses. U.S. futures were moderately higher and oil prices also rose. Samsung Electronics, the country's biggest company and a major maker of computer chips, gained 7%.

Micron Technology just delivered the best quarter in its history. However, three days later, a federal courtroom in California turned that story upside down. A class-action lawsuit filed on June 25 accuses Micron (MU), Samsung, and SK Hynix of secretly restricting memory chip supply to inflate ...

(Bloomberg) -- Government attempts to address the global memory chip shortage by influencing prices or production capacity would worsen a historic squeeze on supply driven by the artificial intelligence boom, a semiconductor industry group warned the Trump administration. Most Read from BloombergExxon to Change Name for First Time in Decades After RedomicileGermany Rejects Trump’s Demands for NATO Loyalty to WashingtonMeta Is Planning a Cloud Business to Sell AI Computing PowerRussia Indicates U

U.S. recruitment slowed significantly in June, dampening some of the employment growth momentum observed earlier this year.

American employers added 57,000 new jobs last month, the Labor Department said Thursday. Memory stocks were particularly hard hit, with Sandisk falling 14.1% and Samsung Electronics declining 9.1% overnight.

(Bloomberg) -- Semiconductor stocks are starting the third quarter with their worst two-day selloff in nearly a month. Most Read from BloombergExxon to Change Name for First Time in Decades After RedomicileMeta Is Planning a Cloud Business to Sell AI Computing PowerGermany Rejects Trump’s Demands for NATO Loyalty to WashingtonRussia Indicates Ukraine Fired Long-Range Ballistic MissileKrafton Agrees to Pay ‘Subnautica 2’ Bonuses as Developer’s CEO ResignsThe Philadelphia Stock Exchange Semiconduc

A fourth straight month of gains above 100,000 would represent a run of job growth not seen since the start of 2024

The slide appears to reflect concerns that tech companies have built more AI computing capacity than they really need, says Mohit Kumar, chief European economist at Jefferies. Those fears were rekindled ...

Asian markets mostly fell on Thursday as a heavy sell-off in chip shares spread across the region, while European stocks opened flat and US futures pointed lower ahead of a closely watched American jobs report.View on euronews

Wall Street was mixed in light trading early Thursday as chip stocks fell further and oil prices dipped near their levels before the Iran war began. Futures for the S&P 500 were unchanged before the opening bell, while Dow Jones Industrial futures inched up 0.2%. Nasdaq futures were off 0.4%.

A look at the day ahead in European and global markets from Stella Qiu Global shares are pulling back after a bumper quarter.

SK Hynix said on Thursday it planned to invest 100 trillion won ($64.38 billion) to build ‌new NAND memory chip and packaging factories as part of a massive ‌investment programme aimed at addressing a shortage driven by the AI boom. The projects in the country's ​central city of Cheongju outlined on Thursday come under a $2.1 trillion plan unveiled by the chipmaker and its local rival Samsung Electronics on Monday that also included a new chip cluster in the southwest and existing projects. South Korea is hoping the investments will ‌double the country's memory chip ⁠production capacity within five years.

US stock futures slipped as investors braced for Thursday's release of the June jobs report.

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Tesla, Caterpillar, Applied Materials and an ETF of chip stocks are in the idiosyncratic investor’s crosshairs.

SK Hynix builds the memory chips wired into Nvidia’s most advanced AI processors, supplying a component so scarce that customers now reserve production years in advance. This week the South Korean company asked U.S. regulators for permission to list its shares on the Nasdaq for the first time in ...

79% That’s how much South Korea’s exports jumped in June compared with a year prior, as the AI boom fueled demand for chips made by Samsung Electronics and SK Hynix. It was the fastest expansion since October 1978 and came as the Kospi finished the second quarter yesterday with a more than 50% gain despite volatility from the war.