
Micron stock was slipping early Monday as another Chinese memory-chip market prepares for an initial public offering.
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

Micron stock was slipping early Monday as another Chinese memory-chip market prepares for an initial public offering.

Find insight on Samsung , MPI and more in the latest Market Talks covering technology, media and telecom.

Global tech stocks weakened following equity and bond issues from the sector in Asia and pressure on longer-dated Treasurys eased slightly as oil prices fell.

Chinese smartphone maker Xiaomi on Monday unveiled a new version of its in-house Xring handset processor, betting that deeper control over key components will help strengthen its supply chain and reduce reliance on external chip suppliers. The introduction of Xring O3 comes a year after Xiaomi launched its first proprietary smartphone processor, the Xring O1, marking the latest step in the world's third-largest smartphone vendor's push to join rivals such as Apple, Samsung Electronics and Huawei in developing its own chips. TSMC will manufacture the new chip using its 3-nanometre production technology, two people familiar with the matter said.

Chinese smartphone maker Xiaomi on Monday unveiled a new version of its in-house Xring handset processor, betting that deeper control over key components will help strengthen its supply chain and reduce reliance on external chip suppliers. The introduction of Xring O3 comes a year after Xiaomi launched its first proprietary smartphone processor, the Xring O1, marking the latest step in the world's third-largest smartphone vendor's push to join rivals such as Apple, Samsung Electronics and Huawei in developing its own chips. TSMC will manufacture the new chip using its 3-nanometre production technology, two people familiar with the matter said.

Oil prices fell on Monday as investors braced for details of a US plan to isolate the Iranian economy that President Donald Trump billed as the "most crushing" financial operation ever against Tehran.Vice President JD Vance admitted the plan was a "delicate dance" because Iran will "try to apply economic pressure to us".

Shares of Samsung Electronics fell more than 5% in early trade on Monday, after the South Korean chipmaker said last week its shareholder returns this year could reach up to 110 trillion won ($79.38 billion). The shares were down 5.2% by 0013 GMT, while peer chipmaker SK Hynix was up 2.4%. The benchmark KOSPI index fell 0.7%.

$79 Billion That's roughly how much Samsung could distribute under its new share buyback at current exchange rates. The Korean memory-chip maker said it will buy back 90 trillion won to 110 trillion won of shares as it benefits from the artificial-intelligence boom.

The Korean company’s plan to buy back as much as $78.88 billion of shares comes as chip makers reap the rewards of the artificial-intelligence boom.

Samsung Electronics said on Friday it has available about 90 trillion won to 110 trillion won ($65 billion to $79.5 billion) for shareholder returns in 2026, subject to business performance, investment and cash flow. Samsung plans to distribute about 30 trillion won in cash dividends in the third quarter, including regular quarterly dividends, it said in a regulatory filing. The board will decide remaining payouts in January 2027, with cash dividends, share buybacks and share cancellations to be considered.

After ripping through the first half of the year, memory stocks are struggling to regain momentum as growing concerns about the state of the artificial intelligence trade overshadow their strong fundamental backdrop.

Nvidia Corp. is in early discussions with the Korean AI chip designer Rebellions about possible collaborations, including a technical partnership, an investment or perhaps even an acquisition, according to people familiar with the matter.

South Korea plans to create a new fund to channel tax windfalls from the country's semiconductor boom into supporting younger generations and invest in future growth industries such as artificial intelligence, the budget ministry said on Friday. The proposed "Future Response Fund" would finance programmes aimed at helping young people find jobs, buy homes and start families, while also supporting investments in AI, regional development and talent development, according to a ministry press release. The fund would be financed mainly by tax revenue exceeding a benchmark based on the average growth in domestic tax receipts over the past decade.

Samsung Electronics expects its shareholder returns for this year could reach up to 110 trillion won ($79.54 billion), including 30 trillion won in cash dividends in the third quarter, it said on Friday. The 110 trillion won would be over five times the size of the previous high in shareholder returns of 20.3 trillion won in 2020. Like rival SK Hynix, Samsung has come under pressure from shareholders to return some of the gains from their record-breaking profits as the AI boom drives demand for chips.

Samsung Electronics plans to hold a board meeting on Friday afternoon to discuss a new shareholder return package, a person familiar with the matter told Reuters, after media reports said the plan could be worth more than $70 billion. A Samsung Electronics spokesperson declined to comment. Samsung Electronics, the world's top memory chipmaker and rival SK Hynix, have been under growing investor pressure to return more of their AI-driven cash gains to shareholders through dividends and buybacks after their record-high profits failed to ease investor jitters about AI spending.

Micron Technology said on Thursday it plans to spend $10 billion on its newly established research lab at Boise, Idaho, over the next decade to advance memory technologies, develop compute systems and support future chip manufacturing. Large memory chipmakers such as Micron, Samsung Electronics and SK Hynix have been benefiting from a surge in demand from the rapid expansion of AI infrastructure. • The latest investment builds on the more than $250 billion that Micron had separately committed to manufacturing and R&D across the United States.

The FTSE 100 is tipped to nudge higher at Thursday's open, with spread betters pencilling in a gain of around 9 points. The mood music comes courtesy of an overnight rally across Asia. Markets there took heart after the US Treasury said it would "at least double" its issuance of long-term...

Samsung Electronics Co. and SK Hynix Inc. are preparing record shareholder returns after investors sent their stocks tumbling over concerns around the sustainability of AI hardware spending.

U.S. futures edged higher after the U.S. Treasury Department said it would at least double the size of planned purchases of longer-term government debt. Japan’s Nikkei 225 gained 1.3% to 66,178.26, reversing declines earlier in the week. Japan reported it logged a trade deficit for a third straight month in July, as both imports and exports hit record highs.

Samsung Electronics is set to announce a new shareholder return policy later this month worth more than 100 trillion won ($71.75 billion), media reported on Thursday, as the company plans to share record profits with shareholders amid an AI-driven chip supercycle. The South Korean memory-chip maker will hold a board meeting at the end of August to approve a shareholder return plan that includes a special dividend, MoneyToday reported, citing unidentified people in the industry. Samsung will spend 50% of its free cash flow on the new programme, the report said.

SK Hynix Inc. may follow up its new mega stock buyback with additional shareholder returns woth at least $130 billion through next year, according to JPMorgan Chase & Co.

SK Hynix Inc. may follow up its new mega stock buyback with additional shareholder returns woth at least $130 billion through next year, according to JPMorgan Chase & Co.

U.S. stock futures are muted with investors focused on retailer earnings and minutes from the Fed’s July meeting.

Samsung Electronics has raised prices for some advanced contract chipmaking services by up to 15% for new orders, two people familiar with the matter said, as demand for AI chips tightens capacity in a business long dominated by TSMC. Demand from Chinese customers has been particularly strong, but Samsung has been unable to meet all orders because it must serve U.S. customers and reserve part of its capacity to support its own chip production, said the sources, who spoke on the condition of anonymity because they are discussing sensitive commercial matters. Chinese customers are among those accepting the steepest price increase, one of the sources said, underscoring how U.S. curbs on exports of advanced chipmaking equipment to China have increased local firms' reliance on overseas foundries.

SK Hynix said on Wednesday it would buy back and cancel 40 trillion won ($28.61 billion) worth of treasury shares and allocate more than 50% of free cash flow generated between 2025 and 2027 to boost shareholder returns. The move comes amid growing pressure from investors for SK Hynix and Samsung Electronics to return a bigger share of excess cash through dividends or share buybacks, after the chipmakers offered scant detail on capital returns despite reporting record profits fuelled by booming demand for AI memory chips. Those calls have intensified as SK Hynix and Samsung shares retreated after hitting record highs in June amid concerns about the durability of AI spending, though their stock prices remain far higher than earlier this year.

Shares slipped Wednesday in Asia after Wall Street pulled further from its all-time high as artificial-intelligence stocks resumed their decline. Samsung Electronics shed 6.9%, while memory chipmaker SK Hynix tumbled 7.9%. Apart from renewed jitters over criticism that AI-related stocks have shot too high, rising oil prices also were clouding market sentiment.

South Korea led a selloff in Asian chip stocks early Wednesday, as rising bond yields exacerbated worry over the large sums of cash being shelled out by Big Tech.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.