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MU, TSM Stocks Dip Overnight As Samsung Forecasts Record $80B Operating Profit In Q3
AI-driven chip demand remains strong, but record earnings raise the bar for semiconductor stocks.
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MU, TSM Stocks Dip Overnight As Samsung Forecasts Record $80B Operating Profit In Q3
AI-driven chip demand remains strong, but record earnings raise the bar for semiconductor stocks.
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Full Article
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QCOM Stock On Track For Best Month Since May: Analysts See AI Gains From Dual Flagship Snapdragon Launch
Qualcomm is looking to capture the growing demand for on-device and agentic AI.
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Samsung Reportedly Ramps 4nm Capacity For Memory Chips, Stepping Up Competition With SK Hynix, Micron
Samsung is betting on in-house logic manufacturing to accelerate its HBM4 push as AI demand strains advanced chipmaking capacity.
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Nvidia CEO Wants To Pay Workers ‘As Much As Possible,’ Calls $8B In Taxes ‘A Privilege’ Amid Samsung, SK Hynix Pay Push
Chipmakers see their businesses expand multifold, fueling calls from workers for a larger share of the industry’s booming profits.
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MU, SNDK, SKHY Stocks In Focus: Memory Rebound Gains Steam Even As China’s CXMT Touts Faster Production
China’s memory push could eventually alter the global DRAM market, where Samsung Electronics, SK Hynix and Micron Technology dominate.
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KOSPI Over SPY, QQQ? South Korea Extends Trading Hours As Its AI Memory Chip Rally Becomes Impossible To Ignore
The Korea Exchange (KRX) said on Wednesday last week that it will begin operating an after-market trading session from Sept. 14, from 4 p.m. to 8 p.m.
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SK Hynix, Samsung Shares Dip In Korea After DeepSeek Debuts AI Tech That Uses Less Memory – Micron, SanDisk Hold Up
DeepSeek’s memory-saving approach raises fresh questions over AI-driven chip demand.
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Micron, Samsung, SK Hynix Suffer Drop In DRAM Market Share As China’s CXMT Pulls Ahead
China’s memory-chip ambitions are gaining momentum as CXMT expands in DRAM and YMTC prepares for IPO.
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Are Emerging Markets Now An AI Trade? TSMC, Samsung, SK Hynix Drive More Than Half The Gains
The South Korean market has run sharply thanks to AI-driven gains in Samsung and SK Hynix.
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After Samsung, SK Hynix Reportedly Reaches Tentative Wage Deal With Union: SKHY Stock Pops Premarket
The tentative agreement caps weeks of negotiations as SK Hynix workers seek a larger share of record high-bandwidth memory sales.
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