Has AI Ended the Memory Chip Boom and Bust Cycle for Good?
Micron crossed $1 trillion in market value this week, a milestone that would have sounded absurd to most…
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…
DRAM Has Nearly Doubled Since Its April Launch and After Following the AI Memory Shortage Daily These 3 Semiconductor ETFs Keep Rising in My Research
Quick Read Samsung, SK hynix, and Micron dominate high-bandwidth memory production, creating the true AI infrastructure bottleneck. iShares…
AI boom puts SK Hynix on the cusp $1 trillion market value
SEOUL, May 14 (Reuters) – SK Hynix is on the verge of topping a $1 trillion market value,…
Asia stocks rise on AI enthusiasm, focus on Trump-Xi summit
By Ankur Banerjee SINGAPORE, May 14 (Reuters) – Stocks rose on Thursday, powered by AI fervour that pushed…
AI boom drives a rally in buying of tech shares, pushing South Korea’s Kospi to a record
TOKYO (AP) — South Korea’s Kospi soared nearly 7% to a fresh record on Wednesday as Samsung Electronics’…
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…
AI Chip Surge Elevates Taiwan, Korea in Global Equity Rankings
(Bloomberg) — The artificial intelligence boom has triggered a seismic reshuffling of global equity markets, with Taiwan and…
Chip giant SK hynix posts record quarterly profit on AI boom
Revenue surpassed 50 trillion won for the first time in a single quarter, while operating profit nearly doubled…
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…
SK Hynix to invest about $13 billion in a new South Korea plant to meet AI memory demand
SEOUL, April 22 (Reuters) – SK Hynix said on Wednesday it plans to invest 19 trillion won ($12.85…