Nvidia Chips Aren’t the Whole AI Story — Another Industry Dominates AI Sales
Quick Read The iShares Semiconductor ETF surged ~180% in the past year while NVDA gained 56%, revealing memory…
Micron’s trillion-dollar rally points to a bigger AI problem
Micron Technology (MU) is having the kind of rally that can shift the perception of an entire industry…
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…
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 boom drowns out war fears to fuel Asia’s great market divide
Asia’s markets are behaving as though two different worlds exist at once. In South and Southeast Asia, higher…
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…