Notícias

Micron told Barron’s that purchasing decisions made by large customers in 2023 are partly to blame for the current shortage of memory chips.

Memory has become the hottest corner of the AI trade, and after a sharp pullback in Micron, SK Hynix, and Samsung, investors want to know if it’s a buying opportunity or a warning sign. Thomas DiFazio, ETF Strategist at Roundhill Investments breaks down the firm’s DRAM ETF and why he believes this memory cycle is still in its early innings.

Investing.com -- China's three largest Android smartphone makers have cut their 2026 shipment targets by as much as 30%, according to reporting from Nikkei Asia, a sweeping retreat that illustrates how thoroughly AI-server demand has upended the global memory market and the consumer electronics companies that depend on it.

The tech resurgence was running out of steam ahead of the open Tuesday but there were still plenty of AI and chip stocks on the move.

LiveOne (LVO) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might help the stock continue moving higher in the near term.

Samsung Electronics and SK Hynix are making one of the biggest bets yet on the artificial intelligence boom with investments worth hundreds of billions of dollars, but the planned capacity buildout is stoking fears of a painful reckoning if AI spending cools. The tech giants won praise - and a deep bow - from ‌President Lee Jae Myung after throwing their weight behind the government's semiconductor push, in an apparent departure from a previously restrained approach to capacity expansion shaped by decades of painful boom-and-bust cycles ‌in the memory industry. Under the plan, the government hopes South Korea can double its memory chip production capacity within five years.

By Hyunjoo Jin and Heekyong Yang SEOUL, June 30 (Reuters) - Samsung Electronics and SK Hynix are making one of the biggest bets yet on the artificial intelligence boom with investments worth hundreds

Asian shares were mostly higher on Tuesday, tracking Wall Street gains, while the Japanese yen was trading near a 40-year low against the U.S. dollar. Shares in South Korea, Japan and Taiwan rebounded from earlier losses spurred by selling of technology companies due to concerns over the sustainability of the boom in artificial intelligence. Chip equipment maker Tokyo Electron jumped 3.3%.

A recent This Week in Tech (TWiT) episode titled “Flock of SQLs,” explored an unintended consequence of the AI boom that feels meaningful for semiconductor and consumer hardware stocks. A global RAM shortage driven by AI data center demand is forcing device makers to raise prices. The three dominant memory suppliers, SK Hynix, Micron, and ... Tech Experts Warn: Memory Shortage Crisis Won’t Ease Until 2028, and RAM Makers Have No Incentive to Fix It

CNBC’s Oliver Renick highlighted a split in investor sentiment on his Options Action segment this morning. Melius Research initiated coverage of Seagate and Western Digital as Buy-rated stocks, with price targets about 55% above current levels. Renick reported that options flow leaned bullish in each stock, with roughly twice as many calls bought as puts, ... Analysts See 55% Upside in Seagate and Western Digital Despite Chip Sector Weakness

Four new fabs and a doubling of DRAM output anchor President Lee's semiconductor strategy

Software names rally as semiconductors lag.

South Korea's Kospi recovers most losses as chip giants pledge massive AI infrastructure spending.

The world's two largest memory chip companies vow to build more memory lab fabs as South Korea positions itself as an AI tech powerhouse country.

Scott Melker examines the rise in bitcoin (BTC-USD) ETF outflows while investors pile back into the AI trade. "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.

Exploring the Fund's Latest Investment Decisions in Q2 2026

Micron stock fell Monday on news of a federal civil antitrust lawsuit accusing it and two other memory-chip makers of price-fixing.

Scott Melker dives into Strategy's new playbook and selling bitcoin, AI, the world's central bank saying stablecoins aren't money, and other big crypto headlines. "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.

A US antitrust suit accuses Samsung, SK Hynix and Micron of inflating DRAM prices days before their $650 billion AI push.

Three times the current price would put Micron Technology (NASDAQ:MU) somewhere around $3,000 a share. That is a number that sits above every published Wall Street target on the stock. The only way there runs through a memory supercycle that lasts longer and runs hotter than even bulls currently model. Let’s take a look at ... How Micron Could 3x From Here If AI Memory Demand Keeps Exploding

Samsung (005930.KS) and SK Hynix (000660.KS) are investing $880 billion in South Korea's artificial intelligence (AI) build-out. Yahoo Finance Technology Editor Dan Howley outlines the details.

Investing.com -- In a note to clients on Monday, Barclays raised its price targets on Samsung and SK Hynix, citing strong high-bandwidth memory demand and improving pricing trends, as the bank said it remains bullish on AI despite rising sector volatility.

Seventeen plaintiffs allege the chipmakers coordinated a shift to HBM production to artificially restrict commodity DRAM supply and drive up prices

U. S. stock index futures pointed to a stronger start on Monday, with technology shares expected to drive early gains after last week’s broad sell-off.

Each company will build two new fabrication plants in the country's southwest as AI demand strains existing capacity

Ahead of the bell US stock futures rose on Monday after reports that Washington and Tehran had agreed to halt the tit-for-tat attacks that broke out over the weekend, allowing peace talks to continue. Nasdaq 100 futures climbed 1.2%, while S&P 500 futures added 0.8%, following sharp...

Investing.com -- Citi analysts have updated the firm’s AI compute semiconductor stock rankings following the latest quarterly earnings updates, telling investors in a note that AI compute demand remains undersupplied.

(Bloomberg) -- Microsoft Corp. shares are heading for their worst month since the dot-com era as investors continue to fret about how the software giant will fare in a world marked by artificial intelligence.Most Read from BloombergTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsUS and Iran Agree to Halt Attacking Each Other Ahead of TalksOil Trades Near Four-Month Low as US and Iran Halt Fresh AttacksAramco Helicopter Crash in Ras Tanura Kills All 14 on BoardPrabowo Risks Prompt

<body><p>STORY: South Korea rolled out sweeping chip and AI mega-projects on Monday.</p><p>President Lee Jae Myung pledged investments worth more than $576 billion over several years.</p><p>:: SK Hynix&nbsp;</p><p>It’s a move that aims to cement the nation’s overwhelming industry leadership.</p><p>Lee was joined for the announcement by the leaders of Samsung Electronics and SK Hynix.</p><p>:: Samsung</p><p>High-bandwidth memory (HBM) chips produced by both tech giants have become pivotal in the global race to build advanced AI systems.&nbsp;</p><p>Lee said the world’s two largest memory chipmakers will invest around $518 billion with suppliers to build two new chip fabrication sites each in South Korea's southwest region.</p><p>He announced plans for the southwest to host major chip production clusters, drawing on abundant, underused power.</p><p>:: SK Hynix&nbsp;</p><p>Lee defended this proposed new hub over the weekend as a "national survival strategy" to ease regional imbalances and expand capacity for the AI era.</p><p>Representatives of other firms including LG Electronics and HD Hyundai Robotics also attended.</p></body>

Huge demand for the components that power artificial intelligence presents South Korea with an opportunity to bolster its chip industry against rivals such as China, analysts say.With China in particular racing to develop its tech industry, Seoul sees the boom period as a "one-time opportunity" to close the gap, said Lian Jye Su, a chief analyst at Omdia.