Inside SK Hynix’s $720 billion bet to build enough memory for AI
In South Korea, where a mountainous landscape makes building huge projects an incredible undertaking, the world’s leading maker…
AMD buys Taalas, startup that hardwires AI models into its silicon
An AMD employee installs a the first Helios rack-scale AI system in a data center lab in Rockdale,…
CNBC Daily Open: Iran, Oman in talks on Hormuz; SpaceX/Nvidia loyalty
A bull statue at the Korea Exchange (KRX) in Seoul, South Korea, on Wednesday, Nov. 5, 2025. SeongJoon…
SK Hynix plunges as semiconductor selloff deepens; Samsung, Softbank
SK Hynix Inc. signage at the company’s office in Seongnam, South Korea, on Tuesday, June 30, 2026. SeongJoon…
Inside India newsletter: Skyroot rocket puts India alongside U.S., China in private orbital launch
Hello, this is Priyanka Salve, writing to you from Singapore. Welcome to the latest edition of “Inside India” —…
CNBC Daily Open: Generic problems, AI valuations and earnings on tap
An employee monitors bottles as they move along the drug production line inside the packaging unit at the…
Trump’s push for American-made AI chips hits TSMC’s margins
Pressure from President Donald Trump to manufacture advanced semiconductors in the U.S. is increasing costs and squeezing margins…
CNBC Daily Open: Can he Healey the British economy?
Secretary of State for Defence John Healey arrives in Downing Street to attend the weekly Cabinet meeting in…
AMD Helios: Microsoft signs on to rack AI system that rivals Nvidia
After a decade-long comeback, chip giant Advanced Micro Devices is preparing to ship its first rack-scale system for…
TSMC is accelerating Arizona fab buildout to capitalize on AI demand: CFO
Wendell Huang, chief financial officer of Taiwan Semiconductor Manufacturing Co. (TSMC), during a news conference in Taipei, Taiwan,…
The AI rotation stole the spotlight from a strong start to earnings season
The AI trade dominated the market once again this week, upstaging an impressive start to the second-quarter earnings…
5 things to know before the stock market opens Friday
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Friday. There are vastly…