South Korea’s ‘AI for All’ Is Great for Chipmakers, but It Will Run Into Wall of Reality
Quick Read South Korea’s 512-GPU ‘AI for All’ program signals real demand for NVDA compute and SKHY memory…
Asia’s AI boom papering over underlying rust-belt economies
Walk through any major electronics hub in Shenzhen, Seoul or Taipei right now, and the neon glare of…
South Korea bets on industrial policy again
SEOUL – Around the world, governments are again using the tools of industrial policy — subsidies, tax incentives,…
AI reckoning makes South Korean economy run for cover
TOKYO — South Korea has outrun the 1997 Asian financial crisis, the 2008 Lehman shock, and the 2013…
SK Hynix’s Record Profit Misses Investors’ Lofty AI Expectations
(Bloomberg) — SK Hynix Inc.’s (SKHY) quarterly profit rose a smaller-than expected 557%, adding to heightened fears that…
AI Memory Stocks on Rocky Ground: 3 Reasons SK Hynix Fell 13%
SK Hynix fell near 13% on Tuesday, July 28, in early trading. Samsung Electronics also dropped over 12%…
Tech stocks today: Big Tech earnings this week mark a pivotal moment for the AI trade
Tech stocks rose on Monday morning amid tentative optimism ahead of a flood of Big Tech earnings this…
SK Hynix, Samsung Ink $950 Billion AI Chip Deals, But Stocks Still Slide
SK Hynix Samsung AI deal with Nvidia and Broadcom, South Korea stock market cover. Photo by BeInCrypto Samsung…
Nvidia just locked down deal that changes AI race
South Korean President Lee Jae Myung flew to San Francisco on July 24 for a summit with the…
The AI ‘Memory Wall’ Is About to Get a Lot Taller: These 3 Stocks Will Win Big
Quick Read Morgan Stanley projects memory will grow from 12% to 40% of cloud infrastructure spending by 2030,…
AI Is Keeping DRAM Prices High — Here’s Exactly When the Market Finally Loosens Up
Quick Read HBM will consume 30% of total DRAM wafer capacity by 2027, leaving supply able to meet…
Jensen Huang Said Nvidia Will Be the First Customer for HBM4. Here’s the AI Memory Stock That Has Reportedly Locked Up 70% of Those Orders.
The explosive growth of artificial intelligence (AI) has ignited a powerful supercycle in the memory semiconductor landscape. As…