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…
Micron vs. SK Hynix: Which AI Memory Stock Is the Better Buy?
The recent listing of SK Hynix (NASDAQ: SKHY) on the Nasdaq represents a pivotal moment for the artificial…
Why AI Investors Can Finally Buy the World’s Top HBM Maker Directly
For all the money that has poured into artificial intelligence stocks, one of the most important companies in…
Asian tech firms seeking to follow SK Hynix may find foreign investors more selective
By Kane Wu and Saqib Iqbal Ahmed HONG KONG/NEW YORK, July 13 (Reuters) – South Korean chipmaker SK…
Howard Lutnick Tells Samsung and SK Hynix They Have ‘No Choice’ but to Build US AI Memory Fabs— and Micron’s CEO May Not Be Happy
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Meet SK Hynix, the Key Nvidia AI Partner That’s Delivering Triple-Digit Growth and Just Launched on the Nasdaq. Is the Stock a Buy?
Investors have flocked to artificial intelligence (AI) stocks in recent years to bet on the next game-changing technology…
‘Market is becoming more discerning’: Wall Street weighs next catalyst for AI trade
Wall Street is looking for follow-through on the AI trade heading into earnings season next week. The S&P…
HBM prices could double by 2027 on surging AI demand, DigiTimes reports
Investing.com — High-bandwidth memory (HBM) pricing is on track to more than double by 2027, driven by a…
Mainland China markets follow US in embracing tech stock dominance
Mainland China’s stock markets are converging with those in the US when it comes to the concentration of…
Korean chip stocks rebound after overnight US selloff, as chip supply remains tight
By Heekyong Yang SEOUL, July 8 (Reuters) – Shares of South Korean chipmakers Samsung Electronics and SK Hynix…
US investors will soon get access to SK Hynix, another memory maker riding the AI boom
South Korean memory chipmaker SK Hynix, rival to Samsung and U.S.-based Micron, is planning to sell nearly 17.8…
Why Dan Ives Sees NVDA And Korea Memory Stocks Driving AI Demand
Ives says investors are underestimating the earnings power of AI, with benefits set to spread from chips to…