Nvidia’s Jensen Huang urges TSMC to expand capacity amid AI chip crunch
Taiwan Semiconductor Manufacturing Company (TSMC) needs to “work very hard” to meet growing demand from leading US chip…
Samsung’s Chip Profit Soars in Strong Signal for Global AI Rush
Bloomberg (Bloomberg) — Samsung Electronics Co.’s chip unit beat expectations with a more than five-fold gain in profit,…
AI Demand Leads to Boom in Memory and Storage Stocks
AI-driven chip demand has fueled a surge in memory and computer storage stocks. That’s according to a Sunday…
Memory Shortage Threatens Nvidia’s China AI Chip Ambitions
Nvidia Corp. (NASDAQ:NVDA) faces a fresh constraint on its China business as a global shortage of advanced memory…
South Korea to negotiate with the US for favourable chip tariff terms, official says
SEOUL, Jan 18 (Reuters) – South Korea will seek favourable terms for U.S. tariffs on imports of memory…
DeepSeek stays mum on next AI model release as technical papers show frontier innovation
Chinese artificial intelligence firm DeepSeek continues to keep the world guessing on when its next major release –…
2 AI Stocks Riding a Server Boom That’s Accelerating Faster Than Anyone Expected
Micron recently boosted its outlook for server shipments. Micron sells both HBM memory for AI chips and standard…
Rising chip costs to push global smartphone shipments down in 2026, Counterpoint says
Dec 16 (Reuters) – Global smartphone shipments are expected to decline 2.1% next year as rising chip costs…
Memory chip crunch set to drive up smartphone prices
While AI-led demand is surging, chip-makers are also winding back spending on capacity, which is keeping prices elevated…
Applied Materials projects upbeat quarterly revenue on steady AI chip demand
(Reuters) -Applied Materials, a semiconductor manufacturing equipment supplier, projected stronger-than-expected first-quarter revenue on Thursday, suggesting that demand for…
China’s Xiaomi says surging memory chip prices push up smartphone costs
By Che Pan and Brenda Goh BEIJING (Reuters) -Chinese smartphone manufacturer Xiaomi (1810.HK, XIACF) on Friday said surging…
Micron forecasts first-quarter revenue above estimates on AI demand
(Reuters) -Micron Technology forecast first-quarter revenue above market estimates on Tuesday, betting on booming demand for artificial intelligence…