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Stock indexes closely tied to AI fell Friday. Japan’s benchmark index slid more than 4%, weighed down by a 13% plunge in SoftBank Group’s shares, after a media report suggested OpenAI could hold off going public until next year. The PHLX semiconductor index dropped about 5%, while the Roundhill Memory ETF fell 6.5%.
Micron's outlook eased chip-demand fears, but inflation concerns quickly reignited volatility across AI-focused stocks.
South Korean chip stocks tumble as Samsung and SK Hynix volatility raises investor concerns.
To see just how skittish the AI trade has become, look no further than South Korea’s Kospi index this week. The benchmark has swung at least 3% in either direction for the last four trading sessions, with even bigger moves intraday.
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Investing.com - U.S. stock futures were mixed on Friday as investors remain cautious after another difficult week for technology stocks. Reports that OpenAI may delay its highly anticipated stock market debut added to concerns around lofty AI valuations, while Apple’s recent price hikes continued to weigh on sentiment.
South Korean shares slumped more than 8%, as jitters over the valuations of companies riding the artificial-intelligence boom rattled the world’s best-performing market this year.
(Bloomberg) -- Asian technology stocks slumped after Apple raised prices for its products, stoking concern that rising component prices will curb demand for devices and eventually slow the memory chip rally that has powered much of the AI trade.Most Read from BloombergApple Shares Sink After Price Hikes Hit iPads and MacsInvestor Who Scored 900% Win in 2008 Crisis Has New Big Short BetShip Struck in Hormuz as Oil Supertankers Turn Back AgainStocks Whipsaw as Micron Surges While Apple Sinks: Mark
By Hyunjoo Jin, Joyce Lee and Heejin Kim SEOUL, June 26 (Reuters) - Samsung Group will unveil a sweeping decade-long investment plan on Monday, pledging 1,000 trillion won ($648 billion) to anchor
IBM (IBM) hasn’t built a commercial computer chip of its own in nearly a decade. On Thursday, June 25, the company said its research labs had cracked something the rest of the chip industry hasn’t managed yet. The breakthrough has nothing to do with software, and everything to do with one tiny ...
Samsung Group will announce its plan to invest 1,000 trillion won ($647.53 billion) for 10 years in South Korea on June 29, which might include a 300 trillion won spend in building chip factories in the southwest of the country, a media report said on Friday. ($1 = 1,544.3200 won) (Reporting by Heejin Kim)
Memory chipmakers have for decades been trapped in boom-bust cycles, with capacity buildouts hitting the market just as demand craters. Micron, Samsung and SK Hynix are now trying to convince investors this time is different, arguing long-term deals will keep cash flowing even if the datacenter boom bursts. Micron said on Wednesday customers such as Nvidia had committed $22 billion to lock in supplies of memory chips, playing up huge growth in five-year "take-or-pay" deals that require clients to either buy its chips or hand over cash.
Micron Technology edged past the market valuation of Meta Platforms and briefly Tesla's for the first time on Thursday, after the memory chipmaker's solid forecast helped extend its AI-driven ascent. The company's shares were last up 18.4% at $1,236, giving it a market capitalization of $1.398 trillion, compared with Meta's $1.392 trillion. Tesla had a market value stood of $1.4 trillion.
Micron Technology stock surged ahead of the open Thursday after the memory chip maker reported strong third-quarter earnings. Micron reported adjusted earnings per share of $25.11. Micron’s closely watched adjusted gross margin was 85%, again beating Wall Street’s consensus.
STOCKS Asian equity markets were mostly higher after memory-chip maker Micron’s blockbuster results eased artificial-intelligence fears and oil slumped toward prewar levels as Middle East tensions continued to ratchet down.
South Korean semiconductor shares rallied on Thursday after U.S. memory chipmaker Micron Technology's quarterly results and forecast beat expectations, boosting optimism over sustained demand for AI-related chips. Shares of SK Hynix and Samsung Electronics rose as much as 11.6% and 6.2%, respectively, in early trade, tracking a rally in U.S. chip stocks after Micron's earnings and outlook reinforced confidence in the memory sector. The rally also followed SK Hynix's announcement on Wednesday of plans to raise up to 45.45 trillion won ($29.52 billion) through a secondary listing on Nasdaq, as it seeks to capitalise on strong investor appetite for AI stocks.
When you think about memory chips, you might think of South Korea. That’s because semiconductor companies Samsung Electronics and SK Hynix dominate that market. But Micron Technology, Inc. (MU) has been gaining momentum. The Idaho-based company is the only US manufacturer of cutting-edge DRAM ...
Micron (MU) reported third quarter results on Wednesday after the closing bell. Adjusted earnings per share (EPS) came in at $25.11 (compared to analyst estimates of $20.49), and revenue came in at $41.46 billion (compared to analyst estimates of $35.69 billion). CFRA Research senior vice president and equity analyst Angelo Zino chats with Yahoo Finance about the results.
Micron Technology forecast quarterly revenue above Wall Street estimates on Wednesday, signaling that insatiable demand for AI-related infrastructure will continue to drive strong demand for its memory chips. Shares of the company rose around 4% in extended trading. The company expects fourth-quarter revenue of $50 billion, plus or minus $1 billion, compared with analysts' average estimate of $43.58 billion, according to data compiled by LSEG.
Qualcomm is expected to use its investor day on Wednesday to lay out a push beyond its core smartphone business into the fast-growing, but highly competitive, market for AI data center chips. Analysts expect the San Diego-based company to name new customers for its AI chips as it tries to gain a foothold in a market dominated by Nvidia. The shift reflects mounting pressure in the smartphone market, where Qualcomm is one of the world’s largest chip suppliers to Android device makers.
SK Hynix, the giant South Korean chipmaker, formally filed on Wednesday to list its stock on the Nasdaq, in what would be another multibillion-dollar, AI-related IPO. The company, which primarily makes memory chips, plans to raise $29 billion, reports said. SK Hynix is the largest company in South Korea's Kospi index, representing nearly 28% of the index's weighting, according to FactSet.
U.S. stock futures were mostly higher after AI-bubble fears prompted a two-day slide in tech shares.
(Bloomberg) -- The volatility in South Korea’s benchmark equity index has become so extreme that investors and analysts are likening the market’s surging intra-day swings to the meme-stock frenzy.Most Read from BloombergStocks Slide as Wall Street Gets AI Wake-Up Call: Markets WrapOracle Cut 21,000 Jobs in 12 Months, Says AI Replaced Some Roles‘FOMO Really Got Me’: Taiwanese Go Deep Into Debt to Amp 100% Stock RallySpaceX Falls for Third Day, Erases $600 Billion in Market ValueKorean Stocks Tumb
Nasdaq futures were up after the selloff halted a boom in AI-related stocks. Micron Technology earnings after the close will be closely watched.
(Bloomberg) -- SK Hynix Inc. is looking to raise 45.45 trillion won ($29.4 billion) by selling depositary receipts on the Nasdaq exchange.Most Read from BloombergStocks Slide as Wall Street Gets AI Wake-Up Call: Markets WrapOracle Cut 21,000 Jobs in 12 Months, Says AI Replaced Some Roles‘FOMO Really Got Me’: Taiwanese Go Deep Into Debt to Amp 100% Stock RallySpaceX Falls for Third Day, Erases $600 Billion in Market ValueKorean Stocks Tumble 10% as Extreme Volatility Rattles InvestorsThe company
Micron’s fourth-quarter outlook will be closely watched. The red-hot memory stock needs a big number.
Asian stocks were mixed on Wednesday following a sell-off in big technology stocks from Asia to Wall Street. U.S. stock futures were also trading mixed, as global investors monitor market movements in Japan and South Korea, which have seen big gains in recent months on the global AI boom but both fell sharply on Tuesday. Samsung Electronics was up 3.7% after Tuesday’s 12.3% plummet.
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