Notícias

An 80% production yield could help Samsung ramp next-generation AI memory faster than expected.

Yahoo Finance Senior Business Reporter Ines Ferre joins Opening Bid to discuss JPMorgan's (JPM) latest note, warning that the memory chip shortage could continue for at least two more years. Ferre also breaks down the S&P 500's (^GSPC) bullish run, which has produced 26 record closes in 2026.

Apple is seeking White House approval to use chips from CXMT in devices sold in China amid an AI-driven component shortage

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Thanks to mid six-figure bonuses, engineers at Samsung and SK Hynix are the hottest bachelors in South Korea.

Apple (AAPL) has been testing memory chips from China's CXMT for use in iPhones, MacBooks and other

Shares were mixed in Asia on Monday, with Japan’s Nikkei 225 leading advances after stocks rose on Wall Street, ending last week with gains. Oil prices rose and U.S. futures were little changed. In Tokyo, the benchmark Nikkei 225 jumped 2% to 66,890.02, pulled higher by strong gains for technology companies.

South Korea will launch a 5 trillion won ($3.52 billion) semiconductor fund targeting promising chip materials, parts, equipment and fabless companies, a presidential official said, ‌as Seoul seeks to accelerate plans for new chip manufacturing hubs across the country. The government will also ‌provide a further 5 trillion won in trade finance for suppliers, Presidential Chief of Staff Kang Hoon-sik told a press briefing after a meeting ​chaired by President Lee Jae Myung on Monday. The measures are part of Lee's semiconductor megaproject initiative unveiled in June, under which Samsung Electronics and SK Hynix, together with suppliers and local governments, are expected to invest more than $576 billion in new chip manufacturing projects, including major fabrication facilities in the country's southwest region.

South Korea's crackdown on leveraged chip ETFs backfired, sending retail money into small caps for a 30% Kosdaq surge

This detail from their earnings reports could spell trouble for Micron's stock in the long run.

Apple turned to CXMT for cheaper DRAM, only to discover that even its enormous order volumes no longer guarantee favorable pricing.

Warby Parker (NYSE:WRBY) reported second-quarter revenue of $235.5 million, up 9.8% from a year earlier, as retail sales growth, eye exam expansion and higher average order values helped offset continued softness in customer traffic and the effects of ending its Home Try-On program. Adjusted EBITDA

Citi believes the recent sell-off in memory chip stocks presents a buying opportunity, arguing that the artificial intelligence-driven memory cycle is still in its early phases and could ultimately exceed the industry’s previous boom between 2001 and 2007. The bank says the current environment shares many similarities with the long NAND expansion seen during the early 2000s, when products such as MP3 players and digital cameras transformed demand and flash memory steadily replaced older storage

Netlist (NLST) is in focus after announcing a wide ranging alliance with Samsung, including a five year patent cross license, memory product supply arrangements, technology cooperation, and a mutual settlement of ongoing legal actions. See our latest analysis for Netlist. The Samsung alliance appears to have coincided with a sharp shift in sentiment toward Netlist, with a 7 day share price return of 66.81% and a year to date share price return of 295.36%. However, the 5 year total shareholder...

On July 30, Apple Inc. (NASDAQ:AAPL) released its fiscal third-quarter 2026 report, and the company’s shares dropped as much as 10% in the sell-off. This was a striking reaction to a quarter that produced record earnings per share and beat Wall Street’s revenue estimates. The drop says less about what Apple just did and more […]

Yahoo Finance Tech Editor Dan Howley discusses SK Hynix (SKHY) committing $38 billion to build new chip manufacturing facilities in an effort to scale up production of high-bandwidth memory (HBM) and DRAM amid persistent AI supply shortages.

SK Hynix Fires Back at Samsung With $38 Billion Memory Chip Push

Record AI-related earnings have intensified pressure for Samsung to convert its expanding cash resources into larger shareholder distributions.

SK Hynix just committed to one of the biggest fab investments in memory history, and its stock immediately sold off. Whether that reaction signals panic over capital spending or a buying opportunity depends on a structural argument about 2027 that not everyone buys.

Warby Parker (NYSE:WRBY) announced the launch of its first Intelligent Eyewear collection in collaboration with Google Gemini and Samsung. The collection introduces smart eyewear features that integrate with Google Gemini and Samsung technology platforms. The move extends Warby Parker's product range beyond traditional prescription and sun eyewear into connected devices. Readers interested in more ideas linked to the digital backbone that supports products like Warby Parker's new...

Micron Technology was gaining early on Friday. Micron stock was up 3.9% at $915.08 in premarket trading. Eyes are on when the supply of memory chips might catch up with the surging needs of artificial-intelligence hardware.

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Anyone who has bought a fast new laptop only to watch it freeze while a file loads knows the frustration. The processor is not the problem. It is waiting on memory that cannot feed it fast enough, and that same bottleneck now sits between AI companies and faster models. Samsung Electronics says it ...

Samsung Electronics (KOSE:A005930) announced a patent portfolio alliance and multi year supply agreement with Netlist, alongside a full settlement of all litigation. The agreement includes cross licensing of server memory and AI focused memory patents, including server DIMM and high bandwidth memory technologies. The deal aligns Samsung Electronics more closely with Netlist in AI and data center memory, while removing legal overhang from the companies' past disputes. For readers watching...

Early demand points to a potentially broader smartphone shift.

Western Digital, Micron, SK Hynix and Samsung also moved lower.

Memory chip stocks like Micron and SK Hynix have been wild rides, and some famous bears are already circling. But a quieter corner of the market may offer a smarter, steadier path into the boom before the next leg up.

Sandisk said pricing generated most of its recent revenue growth.

Sandisk Triggers AI Chip Selloff With Weak Outlook

The S&P 500 Index ($SPX ) (SPY ) today is up +0.17%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.03%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.30%. September E-mini S&P futures (ESU26 ) are up +0.11%, and September E-mini Nasdaq futures...