Nvidia Chips Aren’t the Whole AI Story — Another Industry Dominates AI Sales
Quick Read The iShares Semiconductor ETF surged ~180% in the past year while NVDA gained 56%, revealing memory…
This chip startup just raised $135M on a bet that AI’s biggest bottleneck isn’t compute — it’s memory
Every time you ask ChatGPT a question, your request triggers a data relay race. Information leaves memory, passes…
The Shocking Similarity Between Micron and Nvidia as AI Turns Memory Into a Goldmine
Quick Read Micron (MU) posted gross margins of 74.4% on record revenue of $23.86B in fiscal Q2 2026,…
Nvidia’s Next AI Superchip Needs A New Kind of Memory — And One Company Controls It
The spotlight is on Nvidia Corp‘s next-gen Vera Rubin platform—but the real story isn’t the GPU. It’s the…
Nvidia supplier SK Hynix’s Q1 profit rises five-fold to a record high on AI boom
By Heekyong Yang and Joyce Lee SEOUL, April 23 (Reuters) – South Korea’s SK Hynix posted a more…
Memory chip giant SK hynix could help end ‘RAMmageddon’ with blockbuster US IPO
SK hynix, a South Korean memory chip giant already listed on the KOSPI, is laying the groundwork for…
Nvidia halts H200 production as China backs Huawei AI chips
Nvidia has reportedly halted production of its H200 artificial-intelligence (AI) chips intended for China amid rising political tensions…
Silicon shock is the big ‘26 theme
In the early 2000s, the world of fine spirits broke. Demand for aged whiskey and fine wine exploded…
Nvidia-supplier SK Hynix bets on chip ‘super cycle’ after booking record profit
By Heekyong Yang, Hyunjoo Jin and Joyce Lee SEOUL (Reuters) -South Korea’s SK Hynix has sold out all…
Semiconductor shock: Trump’s 100pc tariff warning jolts Asian markets
TOKYO, Aug 7 — Chip-related shares were down in early Asian trade today, after US President Donald Trump…
Bright spots emerge in corporate earnings as tariff uncertainty lingers
(Reuters) -Some of the world’s top tech firms, including U.S. search giant Alphabet, South Korean chipmaker SK Hynix…