Notícias

Big technology companies, including Apple (NASDAQ: $AAPL) and Google parent Alphabet (NASDAQ: $GOOGL), are hiring c...

Investing.com -- In a note on Monday, Citi flagged two key memory names as beneficiaries of a sharp rise in demand for enterprise solid-state drives, driven by artificial intelligence.

AI hype just hit a fresh gear with talk of an Anthropic IPO at a potential multi trillion dollar valuation, and that kind of excitement can pull capital toward anything tied to data centers, chips and infrastructure. If you care about where the next wave of AI spending might land, this is the moment to pay attention. This article examines three stocks from our AI data center screener that appear particularly exposed to this news. The companies covered below are just a small sample, and the...

Apple’s foldable iPhone puts Samsung in an unusual position.

Find insight on semiconductor companies and more in the latest Market Talks covering Technology, Media and Telecom.

Shares of semiconductor companies started the new week in green territory, building on gains from Friday. Investors have rewarded stocks exposed to artificial intelligence in recent days. In Asia, South Korea's SK Hynix closed 0.

AI-linked stocks rose in the U.S. premarket and stocks rose across the globe as the continued fall in oil prices boosted market sentiment.

Europe’s indexes all gained at the open, retracing some of Friday’s sharp losses. Banks and technology stocks rose, while energy-sensitive stocks were supported by a fall in oil prices.

Asian shares mostly advanced Monday as investors monitor updates ahead of the expected meeting between U.S. President Donald Trump and Chinese leader Xi Jinping this week in Washington which could cover trade, artificial intelligence and geopolitics. U.S. futures were higher, after Treasury Secretary Scott Bessent told reporters following talks Sunday with Chinese Vice Premier He Lifeng in New York ahead of the two leaders’ meeting that the U.S. had “a very successful engagement” with the Chinese side. Samsung Electronics jumped 5%, while memory chipmaker SK Hynix climbed 1%.

Chipmakers see their businesses expand multifold, fueling calls from workers for a larger share of the industry’s booming profits.

On Sunday, China’s ChangXin Memory Technologies (CXMT) said it has begun mass production using a fifth-generation DRAM technology platform. This marks a potential step forward in Beijing’s effort to build a stronger domestic rival to Samsung Electronics Co. (OTC:SSNLF), SK Hynix (NASDAQ:SKHY) and Micron Technology (NASDAQ:MU). CXMT Advances DRAM Manufacturing The new platform aims to produce higher-performance memory chips while reducing manufacturing costs and power consumption, Reuters reporte

China’s memory push could eventually alter the global DRAM market, where Samsung Electronics, SK Hynix and Micron Technology dominate.

On September 8, 2026, Reuters reported that ASML Holding N.V. (NASDAQ:ASML) plans to work with major customers. It includes Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), Nvidia, Intel, Samsung, and SK Hynix to adapt its next-generation “High NA” extreme ultraviolet lithography tools so they can print larger data-center chips. It addresses a current limitation where the […]

By Che Pan and Eduardo Baptista BEIJING, Sept 20 (Reuters) - Chinese DRAM chipmaker CXMT said on Sunday its fifth-generation technology platform had entered mass production, a claimed breakthrough

Industrywide concerns about AI development affected Micron this week.

A brand-new ETF promises to carve pure Korean semiconductor exposure out of a market where most funds bury Samsung and SK Hynix under banks and automakers, but with three days of trading history and a fee premium over established rivals, the real question is whether the precision is worth the price.

CXMT—which is a specialist in dynamic random-access memory (DRAM)— intends to establish a NAND flash memory research-and-development production line at a new factory in Beijing, Reuters reported Friday, citing people familiar with the matter. DRAM is short-term working memory that computers and AI hardware use to manage active data and running processes. NAND flash memory is used for longer-term storage.

Hundreds of Micron Technology Inc. (NASDAQ:MU) employees rallied in Taiwan on Thursday, threatening to strike after rejecting the company’s fiscal 2026 bonus offer, with workers reportedly saying the offer fell short of expectations. Workers Say the Offer Falls Short Last week, Micron offered total compensation equivalent to 35 to 68 months of pay for the year, with minimum cash compensation of NTD1.7 million ($53,485), but workers at a rally near the Taoyuan plant said it doesn’t reflect the co

Putting the memory shortage in context and why Micron and Sandisk shares could still have room to run.

Korea's newest chip ETF bets almost everything on two memory giants at the exact moment HBM pricing and AI capex commitments could swing either way, and the fund is young enough that most investors have no idea what they are actually buying.

Investors are still eyeing memory chip inflation.

Samsung and Micron are racing to staff new U.S. fabs as only 3% of engineering graduates enter the chip industry each year

Rasheed Richmond has owned several Samsung foldable phones. The 48-year-old tech CEO in Los Angeles has tried to persuade people to try Samsung’s version. “So far, so same,” one of Samsung’s social-media accounts said.

Samsung Electronics (KOSE:A005930) agreed a new collaboration with Mistral AI to deploy advanced on-premises AI models in chip manufacturing. The company expanded its partnership with ASML to include High NA EUV lithography for future memory and logic production lines. Samsung plans to use these AI and High NA EUV tools to support precision, security and efficiency in its semiconductor operations. The expanded AI work with Mistral AI and the closer ASML High NA EUV collaboration deserves...

Samsung Electronics (KOSE:A005930) has been in focus after Bark Technologies launched the new Bark Watch, which is built on the Samsung Galaxy Watch8 platform and highlights fresh demand for kid-focused wearables tied to Samsung hardware. Samsung Electronics has had a choppy few months, with the share price down 7.65% over 30 days and 30.07% over 90 days. At the same time, the year-to-date share price return sits at 97.28%, and the 1-year total shareholder return reaches 228.24%. Scan beyond...

Qualcomm (QCOM) throws off free cash worth 5.2% of its market value each year, against 4.4% for the median S&P 500 company. A yield above the median means one of two things: a bargain or a business the market expects to shrink. Here it is mostly the second: the cash comes from smartphone chips, and Apple is leaving.

Micron and Sandisk look like two memory stocks to buy, given the current market dynamics.

ASML wins commitments from Samsung, TSMC for new chipmaking

What’s your score? Kim Kardashian and Gwyneth Paltrow aren’t the only wearers of Oura smart rings to obsess over their daily sleep ratings. The...

SK hynix (NasdaqGS:SKHY) has become a key holding in the newly launched KICK Korea Semiconductor Index ETF focused on Korean chipmakers. The ETF tracks a Korea semiconductor benchmark that is heavily weighted toward SK hynix alongside Samsung Electronics as core constituents. Launched in 2026, the KICK Korea Semiconductor Index ETF is intended to give global investors targeted exposure to Korea's chip sector. The KICK Korea Semiconductor Index ETF launch with SK hynix as a core component is...