Elon Musk hints at Samsung charging too much for memory chips
Samsung has generated significant profit selling DRAM, high-bandwidth memory (HBM), and NAND flash chips to top AI firms…
Chip Stocks Sink on AI Slowdown Calls, But Analysts Doubt a Crash Is Near
Chip stocks extended a rout on Monday, triggered by an AI slowdown call from Anthropic CEO Dario Amodei…
SK Hynix, Samsung Shares Dip In Korea After DeepSeek Debuts AI Tech That Uses Less Memory – Micron, SanDisk Hold Up
DeepSeek says its latest model cuts HBM and SSD requirements through a more efficient architecture. Samsung and SK…
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…
Asian shares are mixed as chipmaker shares rally in Tokyo and Seoul
TOKYO (AP) — Asian shares were trading mixed on Monday, with benchmarks in Tokyo and Seoul leading gains…
MU And SNDK’s Nascent Rebound Faces A New Test — China’s CXMT Reportedly Makes Major Breakthrough With New AI Memory Chip
China’s CXMT plans to expand HBM3E production in 2027, with Alibaba’s T-Head and Cambricon already testing the chips,…
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…
Nvidia customers notified of AI-related price rises above 15%
Some of Nvidia’s biggest customers have been told that the prices of servers containing its artificial intelligence chips…
South Korea bets on industrial policy again
SEOUL – Around the world, governments are again using the tools of industrial policy — subsidies, tax incentives,…
Not Micron, Not Sandisk. This Artificial Intelligence (AI) Memory Stock Could Be the Next Nvidia.
The artificial intelligence (AI) revolution started with a scramble for processing power, as graphics processing units (GPUs) from…
Opinion: The Best AI Memory Stock to Buy Isn’t Micron or Sandisk — It’s This Korean Giant
The artificial intelligence (AI) memory supercycle has transformed semiconductor investing, fueled by explosive demand for high-bandwidth memory (HBM)…
SK Hynix (KOSE:A000660) Ramps Up Advanced Packaging To Meet AI Memory Demand
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