Notícias

CXMT threatens mainstream DRAM economics while Samsung's premium AI memory retains different technical barriers.

Investors are weighing lofty memory valuations, rising competition and sustained AI-driven demand ahead of Micron’s key earnings report.

CXMT's mobile chips challenge Samsung across both component sales and the smartphone supply chain.

It's not a dollar figure though.

ASML is one of the most important companies in the AI semiconductor ecosystem.

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.

Industrywide concerns about AI development affected Micron this week.

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.

SK Hynix stock jumped following a report that the memory maker is exploring a deal with Intel.

South Korea's grid cannot keep up with the AI memory factories SK Hynix is racing to build, and the question of who pays to fix that is now holding up one of the most critical supply chains in semiconductors.

Equity markets reacted with concern to a weekend essay by Anthropic’s CEO which warned against a race to the bottom in the development of new AI models.

Broadcom commands a premium valuation on its diversified reach, while Micron offers a bargain on pure memory exposure. Customer concentration and geopolitical risks complicate both bets.

Apple pays Samsung about $250 per iPhone Duo screen under a three-year exclusive deal with no rival supplier.

The Duo costs just 5.3% more than Samsung's flagship foldable, positioning Apple to chase scale--not merely prestige.

Yahoo Finance Technology Editor Dan Howley joins Market Domination host Josh Lipton to report on Apple's (AAPL) latest lineup of products, including Siri AI and the iPhone Duo, and why buyers may be driven to buy new products for the hardware features rather than the AI integration.

Record AI cash generation has produced an enormous promise--but not enough detail about how shareholders receive it.

OpenAI reinforced the demand outlook, but its existing supply letter still lacks a company-specific purchase commitment.

Joint chip research adds a new layer to a relationship already targeting enormous memory demand.

OpenAI is deepening its ties with Samsung Electronics Co. Ltd. (OTC:SSNLF) to co-develop next-generation chips, in a move to advance its enterprise AI services. “Our joint production and research on the next-generation chips we are developing is one of the...

ASML Stock Rallies as Samsung, TSMC and Intel Advance High-NA Plans

Intel just hit a lithography milestone that puts every rival chipmaker years behind, and the stock is surging against a falling market. Whether that lead translates into a lasting foundry turnaround is the question investors are now pricing in real time.

Intel is already using the machines in production, while Samsung and TSMC have now committed to using them in the coming years.

Mistral announced Tuesday that it had raised three billion euros ($3.5 billion) in what it described as the largest-ever European tech fundraising, valuing the French AI firm at over 21 billion euros.

ASML Holding NV has won commitments from top chipmakers to use its latest semiconductor production gear, while embarking on a broader agreement to meet surging demand for more powerful artificial intelligence technology.

Samsung Electronics Co.’s anticipated equity buyback is raising investor expectations that the Korean giant will buy up non‑voting preferred shares, narrowing a steep discount and setting an example for others.

Tech stocks surge in Asia as investors bet that the AI boom will carry on driving up chip and memory demand.

Asian shares were trading mixed on Monday, with benchmarks in Tokyo and Seoul leading gains thanks to buying of computer chipmakers' stocks. Japan's benchmark Nikkei 225 added 1.7% to 66,104.93, while South Korea’s Kospi jumped 3.3% to 6,907.53. Shares in Samsung Electronics jumped 4.5% and memory chipmaker SK Hynix surged 6.2%.

Micron Technology Inc. (NASDAQ:MU) and SanDisk Corp. (NASDAQ:SNDK) fell Thursday even as technology stocks rallied, after new data showed Chinese memory manufacturers rapidly gaining global market share.Both badly lagged a rally in high-growth technology stocks, with Palantir, SpaceX and Tesla...

A macro shock overwhelmed record chip earnings, showing how quickly inflation and rate fears can overpower semiconductor momentum.