semiconductors
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SK Hynix Shares Rally on Record Profit and Executive Forecast for Extended Memory Crunch
SK Hynix posted a 632% profit surge to 83.33 trillion won and pledged a $45 billion return, while forecasting that the AI memory shortage will persist through 2030.
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Asian Equities Advance on Renewed Semiconductor Momentum and Big Tech Earnings
Asian stocks surged as renewed AI enthusiasm and a massive profit jump by SK Hynix revived chip shares ahead of key US tech earnings and Fed decisions.
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Semiconductor Momentum and Energy Relief Lift U.S. Equities as Fed Convenes
Wall Street advanced as chip stocks rallied on major financing and oil prices eased, with investors awaiting the Federal Reserve’s rate decision.
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SK Hynix Weighs 16 Trillion Won Payout Following Kioxia Exit Gains
South Korean chipmaker SK Hynix is weighing a $12 billion special dividend funded by investment gains from its exit from Japanese memory manufacturer Kioxia.
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Nvidia’s Fiscal Q2 Surge Highlights Data Center Dominance and Compressed Valuation
Nvidia reported a 106% revenue surge to $96.2 billion in fiscal Q2 2027, driven largely by its dominant Data Center segment amid compressed valuation multiples.
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U.S. Restrictions Fail to Stop Chinese Giants From Securing $35B in Nvidia Hardware
ByteDance, Alibaba, and Tencent ordered $35B in Nvidia chips despite U.S. export controls, exposing severe shortages and insatiable AI demand.
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Industrial Averages Climb While Technology Sectors Face Persistent Selling Pressure
US stocks diverged as investors rotated out of tech and AI shares into industrials, signaling a broader defensive shift amid growing market pressures.
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Asian Equities Rebound as Semiconductor Gains Offset Regional Strains
Asian markets rebounded as chipmakers advanced, though Indonesia faced a sharp slump following an MSCI downgrade proposal.
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Traders Step Back as Credit Stress and Inflation Shake Global Tech Giants
Global AI and semiconductor stocks shed over $1 trillion this week amid credit stress at CoreWeave, rising inflation, and persistent funding concerns.
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Micron Shares Slide As Chinese Rival CXMT Targets Data Center DRAM Market
Micron Technology shares dropped 4.17% following reports that China’s CXMT claimed a DRAM breakthrough with a 4F2 data center chip design slated for year-end.
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ASML Raises Annual Forecast on Unabated AI Demand Despite Minor Third-Quarter Revenue Miss
ASML raised its annual revenue forecast for the third time amid surging AI demand, even as a minor third-quarter sales miss triggered a broader chip stock pullback.
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ASML Raises 2026 Sales Forecast As Chip Tool Demand Surpasses Output Capacity
ASML Holding NV boosted its 2026 sales forecast to €44 billion and €45 billion, but warned current capacity cannot fully meet demand through 2028.
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Wall Street Navigates Corporate Earnings Flood and Tech Pressures
US indices close mixed as strong bank earnings meet high expectations and international chipmaker pressures weigh on market sentiment.
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Global Semiconductor Selloff Signals Market Shift as Capital Costs Rise
A sharp selloff in semiconductor and AI-linked stocks signals a pivot toward capital discipline as rising interest rates test the sector’s massive expansion.
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Memory Chip Giants Lose $108 Billion After Chinese Competitor Unveils Design Milestone
Global memory chip stocks erased $108 billion in market value as investors reacted to a major design breakthrough by China’s ChangXin Memory Technologies.