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South Korea’s exports grew at the fastest pace in more than four decades in May, as artificial intelligence-driven demand for chips pushed the value of shipments to a record.
Shares in Samsung Electronics, LG Electronics and other South Korean tech firms rallied on Monday, as expected meetings between Nvidia CEO Jensen Huang and Korean executives boosted hopes of tie-ups in AI and robotics. Chipmaker Samsung Electronics was also buoyed by data that South Korea's semiconductor exports surged to a record high in June on the AI boom, helping the country's total exports post their biggest rise in over four decades. Huang is expected to visit South Korea later this week and meet LG Group Chairman Koo Kwang-mo and other Korean executives, a person with knowledge of the matter said.
(Bloomberg) -- Chipmakers are by far the hottest stocks in the market, but their recent surge is lending urgency to the debate over whether investors are buying into an artificial-intelligence bubble that’s due to burst.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseStrait of Hormuz Ship Transits Are Rising Thanks to US HelpAmericans Hurt in Kuwait as Trump Sends Mixed Signals on WarCVS Returns
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Micron, Samsung and SK Hynix are cheap despite their $1 trillion valuations if long-term contracts stabilize the sector.
(Bloomberg) -- Nvidia Corp.’s Jensen Huang leads a parade of AI computing leaders in Taiwan for Asia’s biggest technology showcase, Computex. Over a jam-packed week, the hardware linchpins of the post-ChatGPT era will debate the most pressing issues facing their industry, from growing bottlenecks in the supply of essential components like memory chips to the rise of challengers to Nvidia at the apex of the semiconductor hierarchy.Most Read from BloombergSingapore Hands Byju's Founder His First E
Markets in Japan and South Korea hit fresh records as Asian shares advanced Friday on expectations the U.S. and Iran will agree to extend the ceasefire in their war by 60 days. Oil prices slipped, but remain above pre-war levels as the Strait of Hormuz remains largely closed.
SEOUL, May 29 (Reuters) - A minority labour union at Samsung Electronics representing its consumer electronics workers will ask a South Korean court to suspend the implementation of a pay deal that
Samsung Electronics on Friday said it started shipping samples of its latest high-bandwidth memory (HBM) chip to customers, pulling ahead of rivals in distributing a new version of the product critical to AI data centers and sending its shares higher. Samsung said the chip uses its latest 1c DRAM process technology - sixth-generation, 10-nanometer-class DRAM - alongside Samsung's 4-nanometer foundry logic base die. The rollout is part of Samsung's efforts to regain momentum in the HBM market after falling behind rivals like SK Hynix and Micron in supplying advanced artificial intelligence memory chips, particularly to Nvidia.
(Bloomberg) -- A blistering rally in Samsung Electronics Co. and SK Hynix Inc. has turned into an unexpected headache for some funds, whose positions have grown so large they’re now forced to sell.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermApple to Overhaul iOS 27 Siri, AI Features: Here's a First PeekIran’s Khamenei Says No Going Back for Middle East Rocked by WarCVS Returns Zepbound to Drug Plans After Lilly Slashes PriceUS, Iran Agree to 60-Day Truce Renewa
Samsung Electronics said on Friday it has started shipping samples of its latest high-bandwidth memory (HBM) chip, or the 12-layer HBM4E, marking what it said was the industry's first shipment of such products. Samsung said the chip uses its latest 1c DRAM process technology, or sixth-generation 10-nanometer-class DRAM, alongside Samsung's 4-nanometer foundry logic base die. The move comes just three months after Samsung began shipping its HBM4 chips to customers in February, underscoring Samsung's efforts to strengthen its position in the next-generation AI memory market by proactively supplying samples of its latest products.
Dell boosted its annual revenue and profit expectations on Thursday, showing data center expansion by clients is fueling demand for its AI-optimized servers that are powered by Nvidia's powerful chips. U.S. tech giants including Alphabet and Amazon plan to spend over $700 billion on AI infrastructure this year, which would drive up demand for server and data center equipment from suppliers such as Dell and Super Micro Computer. These AI servers are critical for powering services such as ChatGPT, as they are equipped with advanced memory chips to store data and instructions, providing the immense computing power required for such applications.
Sony launches new premium Bravia TVs and audio products before its home entertainment joint venture begins in 2027.
Anthropic has closed a $65 billion Series H round at a $965 billion post-money valuation, marking what could be the AI startup's final private fundraise before a highly anticipated IPO.
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Even by the standards of the artificial-intelligence boom, the gains in chip stocks this year have been extraordinary. Sandisk has soared 570%. Intel has more than tripled. Samsung, Micron and SK Hynix have all climbed into the ranks of $1 trillion companies.
CXMT wins Shanghai approval for a STAR Board listing that could become mainland China's biggest IPO since 2022.
SK Hynix and Micron rally as investors bet AI-driven HBM shortages could last through 2027.
The company’s unionized workers have approved a tentative bonus-pay deal reached last week with the company, averting a strike at the world’s largest memory-chip maker.
(Bloomberg) -- Memory chip maker ChangXin Memory Technologies Inc. has received approval from the Shanghai Stock Exchange for an initial public offering that’s on track to be the biggest in mainland China since 2022, in a milestone for one of the key technologies of the artificial intelligence buildout. Most Read from BloombergIran’s Khamenei Says No Going Back for Middle East Rocked by WarSingapore Hands Byju's Founder His First Ever Jail TermPutin Signs Law on Use of Army to Aid Russians Detai
Memory-chip maker SK Hynix is the latest company to ride the AI chip boom into the elite $1 trillion market-cap club. Shares in the company—the world’s second-largest memory-chip maker—have more than tripled this year.
By Hyunjoo Jin SEOUL, May 27 (Reuters) - Unionised workers at Samsung Electronics have approved a highly contentious deal on bonus pay - one that averts a massive strike but also exacerbates deep
Samsung Electronics workers have approved a landmark profit-sharing agreement that is expected to award employees in the booming memory chip...
The deal Samsung Electronics struck with its union averts a massive strike and gives its memory chip workers eye-popping bonuses. It also opens a Pandora's box for companies in South Korea - a country known for militant wage-bargaining. Unionised Samsung workers voted in favour of the government-mediated pact on Wednesday, marking the first big win for a Samsung union. More significantly, it is only the second time that a major South Korean company has agreed in writing to reward workers with a fixed percentage of operating profit.
SK Hynix has become one of the world’s most valuable chip makers, joining an elite group of companies including Nvidia and TSMC.
Unionised workers at Samsung Electronics have approved a highly contentious bonus pay deal - one that averts a massive 18-day strike but also exacerbates deep disparities in fortunes among workers at the tech conglomerate. Two unions for the world's largest memory chip maker said on Wednesday that 74% of the 62,616 workers who cast their votes had backed the deal. Shares in Samsung surged 6%, also helped by investor frenzy over the AI boom that has driven chip sector shares higher.
SK Hynix topped $1 trillion in market value for the first time on Wednesday, joining its memory chip rivals Samsung Electronics and Micron Technology in reaching the milestone on an AI-driven rally. Shares of SK Hynix closed the session up 9.3%, after rising as much as 14.9% during the session to take the South Korean chipmaker's market value to a record 1,680 trillion won ($1.12 trillion) and propel the country's benchmark KOSPI index to a record high. Domestic rival Samsung surpassed $1 trillion in market value for the first time on May 6, while U.S.-listed Micron did so on Tuesday.
After a brief cool-off last week, U.S. semiconductor and memory stocks are rallying in Tuesday morning trading, led by Micron, which traded above a $1 trillion market capitalization for the first time.
Micron Technology topped $1 trillion in market value for the first time on Tuesday, crowning a dizzying rally that has cemented the largest U.S. memory chipmaker as one of the standout winners of the AI boom. Micron's shares were last up 18% at $886.6 - a record high - with Tuesday's boost coming after brokerage UBS increased its price target on the stock to $1,625 from $535, which is the highest among the 46 brokerages covering the company, according to LSEG data. The milestone, which underscores memory chips' central role in AI infrastructure, also reflects a broader shift in the AI trade as investors seek out companies that can benefit from Big Tech's massive spending plans after initially crowding into makers of graphics processors.
New Samsung and SK Hynix leveraged ETFs could attract up to $3.5 billion from retail investors.
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