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HANOI, August 28 (Reuters) - Vietnamese leaders have urged U.S. chip designer Qualcomm and South Korea's Samsung Electronics to expand their investment in artificial intelligence, semiconductors and
The shortage threatening accelerator shipments could strengthen Samsung's cash generation and fund its unresolved shareholder return.
NVIDIA just disclosed a memory commitment that nearly tripled in a single quarter, yet the stocks of its named suppliers are falling hard on Thursday. One name in the group is bucking the selloff, and the reason points to a fault line running through the entire memory trade.
Nvidia thinks the price of memory chips is outrageous—and it’s still willing to pay it. Apart from confirming that the artificial-intelligence boom has a lot further to run, Nvidia’s earnings on Wednesday came with one big message: higher memory prices are here to stay. “The magnitude of the price increase has exceeded our prior expectations and are headed even higher into next year,” Chief Financial Officer Colette Kress said during the earnings call.
Asian stocks were mixed on Thursday following modest losses on Wall Street, while oil prices declined. U.S. futures were trading higher after Nvidia’s latest quarterly earnings beat Wall Street’s expectations as demand for its advanced artificial intelligence chips surged. In Japan, the Nikkei 225 slipped 0.2% to 66,162.72.
Nvidia’s purchase commitments tied primarily to memory procurement more than doubled to $279 billion last quarter, underscoring the scramble to lock in supply.
An activist investor has offered a 45% premium for Samsung affiliates’ stakes in S-1 Corp., setting up an early test of how board directors handle their expanded fiduciary duties under South Korea’s revised corporate law.
And it won't even be all that hard to get there.
On August 13, 2026, CNBC reported that SK hynix Inc. (NASDAQ:SKHY) is spending $720 billion on what it calls the largest network of memory factories in the world. This buildout is so large that South Korea’s president is urging both SK Hynix and rival Samsung to add capacity even faster under a national plan to […]
Samsung Electronics stock has delivered very strong gains over the past three years, yet current valuation checks still point to shares that screen as cheap on several measures. For investors, that mix of rapid share price appreciation and a high value score raises the question of how much upside, if any, is left in the current price. Samsung Electronics has returned 312.1% over the past three years, which makes the current pricing context especially important for anyone considering new...
International Data Corporation (IDC) projects that Apple’s premier foldable iPhone will spark a major market resurgence at launch, with over 10 million shipments in its first year.
Shares remain 7.1% below Friday as investors await the final mix of dividends, buybacks and cancellations.
Some of NVIDIA Corporation (NASDAQ:NVDA)’s largest customers have been told that prices of servers containing its AI chips will rise by more than 15%, according to a Bloomberg News report from August 22. The increases will go into effect on systems shipped early next year and will include those with the flagship Vera Rubin and […]
In recent days, IonQ appointed two new board members, veteran finance executive Dr. Eric Ball and former SkyWater chairman and Samsung North America CEO Timothy Baxter, adding deep capital markets and semiconductor leadership experience to its governance. The combination of Ball’s large-scale financing and M&A track record with Baxter’s chip industry and go-to-market expertise could be important as IonQ integrates SkyWater and scales its merchant quantum supply ambitions. Next, we’ll...
Micron stock faces a threat from Chinese memory-chip companies but SK Hynix might be more vulnerable to the competition.
Investing.com -- Apple Inc.’s first foldable iPhone, set to launch in September, is projected to ship more than 10 million units in its first year, according to research firm IDC.
InterDigital (NASDAQ:IDCC) highlighted its research-driven patent licensing model, recent financial performance and long-term growth targets during the IDEAS conference, with Chief Financial Officer Rich Brezski citing expanding recurring revenue, high operating leverage and opportunities in smartph
Micron stock faces a threat from Chinese memory-chip companies but SK Hynix might be more vulnerable to the competition.
Scott Melker outlines how Binance is offering new perpetual futures contracts with 20x leverage. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.
China’s YMTC plans to raise 33 billion yuan for production upgrades and R&D.
Samsung triggered Monday's sector selloff, but Micron's operating cash flow remains difficult to dismiss.
Leveraged ETFs tied to Samsung and SK Hynix shed $1 billion in August after South Korea tightened moved to curb demand.
The South Korean market has run sharply thanks to AI-driven gains in Samsung and SK Hynix.
A slow-motion collapse in South Korea’s Kospi index erased $2.5 trillion in value, burning investors who bet on the AI boom.
We all knew it was coming. The expected valuation may surprise, though.
Retail investors poured $25 billion into a memory chip ETF faster than any fund in history, but a closer look at what they actually own raises an uncomfortable question about whether the trade does what they think it does.
The biggest shareholder return in Korean history just met a market that wanted even more. The sell-off shows where investors think this cycle is.
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