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…
SK Hynix Boss Pledges to Boost Output of AI Memory Chips
(Bloomberg) — Chairman Chey Tae-won of SK Hynix (000660.KS) parent SK Group pledged to grow production of AI…
Lee’s AI-fueled Kospi boom masks reform evasion
By one metric, Lee Jae Myung’s eight months as South Korean president have been a smashing success, with the stock…
Samsung Claims Lead in Race to Ship AI Chips to Nvidia
Bloomberg (Bloomberg) — Samsung Electronics Co. claimed an early lead in the race to supply advanced memory for…
Samsung ships latest HBM4 chips to catch-up in AI race
By Hyunjoo Jin SEOUL, Feb 12 (Reuters) – Samsung Electronics said on Thursday it had started shipping its…
Samsung’s Profit Triples After AI Supercharges Memory Market
(Bloomberg) — Samsung Electronics Co.’s quarterly profit more than tripled to a record high after global demand for…
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…
The AI frenzy is driving a new global supply chain crisis
An acute global shortage of memory chips is forcing artificial intelligence and consumer-electronics companies to fight for dwindling…
China’s chip leaders bank on AI, EVs, RISC-V as industry’s future growth engines
The use of chips for artificial intelligence and electric vehicles (EVs) will offer strong demand underpinning the development…
how the AI boom is stoking prices of less trendy memory
By Hyunjoo Jin, Heekyong Yang and Wen-Yee Lee SEOUL (Reuters) -The global rush by chipmakers to produce AI…