Quartz119d agoneutral
Samsung ships HBM4E AI memory chip samples to customersThe HBM4E delivers speeds of up to 16 Gbps and 3.6 TB/s of memory bandwidth, a more than 20% improvement over its predecessor
Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
133last 24h
854last 7d
146● bullish (7d)
90● bearish (7d)
214publishers
InvestorsHub119d agoneutral
Dell raises outlook on surging AI infrastructure demand, sending shares sharply higher (DELL)Dell (NYSE:DELL) increased its full-year revenue and earnings guidance on Thursday, highlighting robust demand for its artificial intelligence-focused server portfolio as businesses accelerate investments in data center infrastructure powered by advanced Nvidia technology. The upbeat forecast triggered a strong market reaction, with Dell shares jumping around 39% in extended trading as investors welcomed evidence that spending on AI infrastructure continues to gather momentum.
Reuters Videos119d agobullishVIDEO
Samsung ships faster HBM4E chip samples to customers; shares jump<body><p>STORY: Samsung Electronics made a big move in the AI chip race on Friday.</p><p>It said it's started shipping samples of its latest high-bandwidth memory - or HBM - chip to customers.</p><p>It pulls the South Korean tech giant ahead of rivals as they compete to send out new versions of HBMs which are critical to AI data centers.</p><p>The new chip is the 12-layer HBM4E and Samsung said it's more than 20% faster than its previous-generation HBM4 products.</p><p>The rollout is part of Samsung's efforts to regain momentum in the HBM market.</p><p>It had fallen behind rivals like SK Hynix and Micron in supplying advanced AI memory chips, particularly to Nvidia.</p><p>Samsung's clients include major AI players Nvidia, AMD and Google, among others.</p><p>Demand has surged for advanced memory chips used in AI servers and processors.</p><p>Investors liked what they heard Friday.</p><p>Shares of Samsung Electronics rose as much as 6.5% in morning trading.</p><p>Rival SK Hynix also saw its shares climb just over 1%.</p></body>
The Wall Street Journal119d agoneutral
AI Has Made Memory Chips More Valuable Than OilMicron, Samsung and SK Hynix are cheap despite their $1 trillion valuations if long-term contracts stabilize the sector.
Bloomberg119d agoneutral
Key Themes to Watch at Asia’s Biggest AI Tech Show(Bloomberg) -- Nvidia Corp.’s Jensen Huang leads a parade of AI computing leaders in Taiwan for Asia’s biggest technology showcase, Computex. Over a jam-packed week, the hardware linchpins of the post-ChatGPT era will debate the most pressing issues facing their industry, from growing bottlenecks in the supply of essential components like memory chips to the rise of challengers to Nvidia at the apex of the semiconductor hierarchy.Most Read from BloombergSingapore Hands Byju's Founder His First E
Barrons.com119d agoneutral
Samsung Ramps Up Micron Rivalry With Groundbreaking Memory Chip for AIMicron stock has been on a stellar run but it still faces fierce competition from Samsung and SK Hynix.
Simply Wall St.120d agoneutral
Exploring High Growth Tech Stocks in Asia Featuring Three Key PlayersAs global markets navigate a complex landscape marked by inflation concerns and geopolitical tensions, small-cap stocks have shown resilience, with sectors like technology gaining traction amid enthusiasm for artificial intelligence. In this dynamic environment, identifying high-growth tech stocks in Asia requires a focus on companies that demonstrate robust innovation capabilities and adaptability to shifting economic conditions.
CNN Business120d agoneutral
For the third time this month, a chip giant has joined the $1 trillion clubSK Hynix became one of the few companies in the world with a $1 trillion market cap this week, as a global AI boom propels chip stocks to record levels.
Associated Press120d agoneutral
Japan, South Korea markets hit records on hopes for a winding down of the Iran warMarkets in Japan and South Korea hit fresh records as Asian shares advanced Friday on expectations the U.S. and Iran will agree to extend the ceasefire in their war by 60 days. Oil prices slipped, but remain above pre-war levels as the Strait of Hormuz remains largely closed.
Reuters120d agoneutral
Minority union at Samsung Electronics to challenge pay deal in courtSEOUL, May 29 (Reuters) - A minority labour union at Samsung Electronics representing its consumer electronics workers will ask a South Korean court to suspend the implementation of a pay deal that
Reuters120d agobullish
Samsung Electronics ships faster HBM4E chip samples to customers; shares jumpSamsung Electronics on Friday said it started shipping samples of its latest high-bandwidth memory (HBM) chip to customers, pulling ahead of rivals in distributing a new version of the product critical to AI data centers and sending its shares higher. Samsung said the chip uses its latest 1c DRAM process technology - sixth-generation, 10-nanometer-class DRAM - alongside Samsung's 4-nanometer foundry logic base die. The rollout is part of Samsung's efforts to regain momentum in the HBM market after falling behind rivals like SK Hynix and Micron in supplying advanced artificial intelligence memory chips, particularly to Nvidia.
Bloomberg120d agoneutral
Samsung, SK Rally Sparks Forced Selling as Funds Hit Limits(Bloomberg) -- A blistering rally in Samsung Electronics Co. and SK Hynix Inc. has turned into an unexpected headache for some funds, whose positions have grown so large they’re now forced to sell.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermApple to Overhaul iOS 27 Siri, AI Features: Here's a First PeekIran’s Khamenei Says No Going Back for Middle East Rocked by WarCVS Returns Zepbound to Drug Plans After Lilly Slashes PriceUS, Iran Agree to 60-Day Truce Renewa
Reuters120d agoneutral
Samsung Electronics ships HBM4E chip samples to global customersSamsung Electronics said on Friday it has started shipping samples of its latest high-bandwidth memory (HBM) chip, or the 12-layer HBM4E, marking what it said was the industry's first shipment of such products. Samsung said the chip uses its latest 1c DRAM process technology, or sixth-generation 10-nanometer-class DRAM, alongside Samsung's 4-nanometer foundry logic base die. The move comes just three months after Samsung began shipping its HBM4 chips to customers in February, underscoring Samsung's efforts to strengthen its position in the next-generation AI memory market by proactively supplying samples of its latest products.
24/7 Wall St.120d agoneutral
The AI Memory Shortage Is Just Getting Started and These 3 ETFs Own Every Layer of the Supply ChainHigh-bandwidth memory has become the choke point in the AI buildout, as NVIDIA’s Blackwell accelerators rely on stacked DRAM modules that only three companies can produce at scale, and the order books for those modules are reportedly stretching past 2027. Investors trying to express that thesis through a single ticker have three obvious vehicles: the ... The AI Memory Shortage Is Just Getting Started and These 3 ETFs Own Every Layer of the Supply Chain
Reuters120d agobullish
Dell raises annual forecasts as AI data center buildout fuels demandDell boosted its annual revenue and profit expectations on Thursday, showing data center expansion by clients is fueling demand for its AI-optimized servers that are powered by Nvidia's powerful chips. U.S. tech giants including Alphabet and Amazon plan to spend over $700 billion on AI infrastructure this year, which would drive up demand for server and data center equipment from suppliers such as Dell and Super Micro Computer. These AI servers are critical for powering services such as ChatGPT, as they are equipped with advanced memory chips to store data and instructions, providing the immense computing power required for such applications.
GuruFocus.com120d agoneutral
Sony Unveils $31,000 Bravia TV Ahead Of TCL Joint VentureSony launches new premium Bravia TVs and audio products before its home entertainment joint venture begins in 2027.
Investor's Business Daily120d agoneutral
Anthropic Surpasses OpenAI, Nears $1 Trillion Valuation With New Funding RoundAnthropic's funding round make it the most valuable AI startup at $965 billion, ahead of OpenAI for the first time.
TechCrunch120d agoneutral
Anthropic raises $65 Billion, nears $1T valuation ahead of IPOAnthropic has closed a $65 billion Series H round at a $965 billion post-money valuation, marking what could be the AI startup's final private fundraise before a highly anticipated IPO.
Benzinga120d agoneutral
AI Glasses Shipments Are Exploding — And The Real Battle May Be Over OpticsAI-powered smart glasses shipments surged more than 300% last year as Meta Platforms Inc. (NASDAQ:META), Samsung Electronics and other tech companies race to scale the category, with optics emerging as a major technical challenge, according to TechCrunch. The rapid growth...
24/7 Wall St.120d agoneutral
How Vanguard’s VWO ETF Forgot South Korea and Paid the PriceIf you bought Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO) thinking you owned a slice of every major developing economy, you didn’t. VWO tracks an FTSE index that reclassified South Korea as a developed market back in 2009, which means Samsung, SK Hynix, and Hyundai sit at zero weight in the portfolio. Over the past year, ... How Vanguard’s VWO ETF Forgot South Korea and Paid the Price
Motley Fool120d agoneutral
The Roundhill Memory ETF (DRAM) Packages Micron, Sandisk, Samsung, and SK Hynix in 1 Ticker for Just $60. But There's a Catch.The Roundhill Memory ETF is a clean way to gain exposure to top AI memory and storage stocks.
Benzinga120d agoneutral
After Micron, Nvidia-Supplier SK Hynix Joins $1 Trillion Club As AI Chip Frenzy Reaches New Heights— Analyst Says Memory Boom Is Far From OverSouth Korean chip manufacturer SK Hynix has crossed the $1 trillion market cap, joining the ranks of Samsung Electronics and Micron Technology in the memory chip sector. On Wednesday, SK Hynix’s shares ended the session with a 9.3% increase, after...
Yahoo Finance Video120d agoneutralVIDEO
As parts of AI trade heat up, should Wall Street be worried of a bubble?US stocks (^DJI, ^IXIC, ^GSPC) are wavering at the start of Thursday's trading session, while Wall Street grows increasingly bullish on memory chipmaker Micron Technology (MU) after its market cap crossed above $1 trillion earlier this week. Yahoo Finance Executive Editor Brian Sozzi is joined by PNC Asset Management Group CIO Amanda Agati and Yahoo Finance Senior Business Reporter Ines Ferré to gauge the current state of the tech trade and whether valuations are indicative of a market bubble.
24/7 Wall St.120d agoneutral
Had You Invested $1,000 in Nokia 5 Years Ago, Here’s What You’d Have NowFrom Dead Money to AI Darling For most of the past decade, Nokia (NYSE: NOK) was the patience trade nobody wanted. The Finnish telecom equipment maker spent years restructuring under former CEO Pekka Lundmark, cutting costs, and watching Ericsson, Huawei, and Samsung carve up the 5G market while shareholders received a thin dividend and not ... Had You Invested $1,000 in Nokia 5 Years Ago, Here’s What You’d Have Now
24/7 Wall St.120d agobullish
Forget Nvidia and Taiwan Semiconductor. This $1 Trillion Memory Play Just Soared 90% in 2.5 Months.Everyone’s chasing obvious AI semiconductor names. NVIDIA (NASDAQ:NVDA) sits at a $5.15 trillion market cap. Taiwan Semiconductor Manufacturing (NYSE:TSM) is up 39% year to date. And Micron Technology (NASDAQ:MU) just crossed $1 trillion in market cap, joining SK Hynix and Samsung in a memory club that suddenly looks unkillable. On a recent episode of The ... Forget Nvidia and Taiwan Semiconductor. This $1 Trillion Memory Play Just Soared 90% in 2.5 Months.
Insider Monkey120d agobullish
Is Broadcom (AVGO) One of the 10 Safe Stocks to Buy for the Long Term in 2026?Broadcom Inc. (NASDAQ:AVGO) is included among the 10 Safe Stocks to Buy for the Long Term in 2026. On May 27, Broadcom Inc. (NASDAQ:AVGO) announced a partnership with Samsung Electronics to introduce a new broadband-focused reference platform for the global fixed wireless access (FWA) market. The platform combines Broadcom’s BCM6776 Wi-Fi 8 System-on-Chip (SoC) with […]
GuruFocus.com120d agobullish
South Korea's Kospi Surges 100% in 2026 as Chip Stocks RallySK Hynix and Samsung Electronics helped drive the Kospi from 5,000 to 8,000 within months.
Bloomberg120d agoneutral
Apple’s iOS 27 Siri Overhaul and AI Features Previewed in New Images(Bloomberg) -- Apple Inc.’s much-anticipated Siri overhaul is set to become the centerpiece of its next iPhone, iPad and Mac software updates — and Bloomberg News is offering the first peek at what the new digital assistant will look like.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermIran’s Khamenei Says No Going Back for Middle East Rocked by WarTwo More Oil Supertankers Exit Hormuz to Help Push Up FlowsEx-President Biden Sues to Stop DOJ Sharing Interview Tapes