#AI chips
articles
Broadcom Could Rally 33% as Macquarie Says Google Fears Are Priced In
Macquarie upgraded Broadcom to outperform and lifted its price target to $490, arguing concerns about losing Google's cu...
Taiwan's Chip Secrets Under Siege: How China Poaches TSMC Talent and Skirts Export Bans
Taiwanese prosecutors and researchers say Chinese groups use shell companies and triple salaries to lure chip engineers,...
SK Hynix Bets $38 Billion on AI Memory Boom with Two New Fabs
The South Korean chip giant will build massive DRAM and NAND plants to feed AI demand, but production won't begin until ...
CXMT Stock Surges Again: What China’s Memory Chip Champion Means for the AI Race
CXMT’s shares jumped nearly 9% in a fifth straight day of gains, pushing its market cap past $520 billion after a record...
South Korea’s KOSPI Jumps 15% as AI Chip Rally Reignites on US Cloud Earnings
KOSPI surged past 6,400 after two days of circuit breakers, led by Samsung and SK Hynix, as stronger-than-expected Azure...
Nasdaq 100 Correction Deepens as AI-Chip Gloom Spreads, Dow Rises on Earnings, Oil Slips
The tech-heavy Nasdaq 100 fell 0.98%, capping a five-day slide that pushed the index into a 10% correction from record h...
$950 Billion AI Chip Bonanza Fails to Rally SK Hynix, Samsung Shares
SK Hynix and Samsung signed supply deals worth $950 billion with Nvidia and Broadcom for AI memory chips, yet both stock...
China's CXMT Targets $9.8 Billion IPO as AI Boom Reshapes Memory Chip Market
ChangXin Memory Technologies' Shanghai listing could value it above $130 billion, capitalizing on a strategic retreat by...
South Korea’s Chip Market Emerges as Global AI’s First-Morning Signal
Fund managers from London to Tokyo are tracking Seoul’s Kospi and chip giants SK Hynix and Samsung as early indicators o...