#memory chips
articles
AI's Memory Stack: Bernstein Says Demand Is Spreading Beyond HBM
Bernstein sees AI's memory bottleneck broadening from HBM into DRAM, NAND and storage, with six Outperform names across ...
Samsung Plans Record $65–80 Billion Shareholder Payout After AI Memory Boom
The Korean chipmaker's largest-ever return programme, including buybacks and dividends, is about five times its previous...
Kospi Re-enters Bull Market as Memory-Chip Rally Lifts Sandisk and Asian Indexes
A 20% rebound from July's low has put South Korea's Kospi back in bull territory after Sandisk's 2030 growth plan sparke...
SK Hynix’s August 2026 Valuation Snapshot: 92.7% ROE, No Dividend and a 0.27 PEG
A market data page shows a lofty 92.7% trailing return on equity, a low 0.27 PEG and no forward payout — raising questio...
South Korea's Kospi Enters Bull Market Just Two Weeks After Sharp Selloff
The index is 22% above its July 30 low, with Samsung and SK Hynix leading a rebound tied to AI-driven memory demand.
South Korea’s Kospi Enters Bull Market as AI Memory-Chip Trade Rebounds
The Kospi has climbed roughly 23% from its late-July low, pushing it into a technical bull market as Samsung Electronics...
Apple Turns to China’s CXMT for Memory Chips Amid AI Shortage, Testing U.S. Export Curbs
Apple is exploring the use of standard memory chips from Chinese manufacturer CXMT in devices sold in China, a move forc...
Micron Stock Could More Than Double by Late 2027, Analysts Say
A historic memory chip shortage driven by AI demand has Micron's earnings surging; the average analyst price target poin...
Xiaomi Raises Phone Prices Third Time This Year as Memory Costs Bite
Xiaomi lifted prices on its Xiaomi 17 and Redmi K90 lines by 300–500 yuan on Aug 2 — its third increase this year — as m...
Xbox, Mac and iPad Prices Rise as AI-Fuelled Memory Costs Hit Consumers
Microsoft raises Xbox Series S and X prices from 1 July and Apple has announced Mac and iPad increases. An AI-driven sur...
Investors' Chronicle Podcast: AI Memory-Chip Prices, India Fund Rally and Cohort's Defence Growth
The latest market podcast covers an AI-driven spike in memory-chip prices, a rally in Indian equity funds and defence co...
Apple Shares Slide as Record Earnings Overshadowed by Weak Forecast
Apple's record June-quarter iPhone sales of $54.25bn were overshadowed by a 9-11% current-quarter revenue guidance that ...
Morgan Stanley Predicts 25% Memory Price Jump, Chip Stocks Rally
A Morgan Stanley analyst says memory chip prices will surge at least 25% in Q3, fueling a rebound in Micron, Sandisk and...
Apple Doubles Inventory to $11.1 Billion as Memory Chip Shortage Bites
Apple has almost doubled its inventory to $11.1 billion, bracing for what outgoing CEO Tim Cook called “very significant...
Samsung Q2 Profit Soars on AI-Fuelled Memory Boom, Beating Forecasts
Record demand for advanced memory chips driven by AI infrastructure pushed Samsung's net profit to 71.27 trillion won, f...
SK Hynix Record Quarter Misses Lofty AI Forecasts, Shares Tumble 15%
SK Hynix posted record Q2 revenue and profit but fell short of sky-high analyst estimates, reigniting fears of a slowdow...
After 50% Crash, SK Hynix Trades at 4.5 Forward P/E — Is the Memory Cycle Misread?
SK Hynix stock plunged nearly 50% after a fourfold rally, compressed to a forward P/E of 4.5. But wafer-capacity math an...
Asian Chip Stocks Tumble as AI Spending Doubts Spark Largest Sell-Off in Months
Shares of semiconductor leaders SK Hynix, Samsung, and TSMC plunged in Asian trading Tuesday, wiping billions in market ...
Chinese Chipmaker CXMT Surges 466% on Debut, Briefly Overtakes Tencent as China's Most Valuable Listed Company
ChangXin Memory Technologies (CXMT) saw its shares skyrocket on its first trading day, reaching a market cap near $490 b...
CXMT Surges Over 500% in Shanghai Debut, Surpassing Intel’s Market Cap
Chinese memory chip maker CXMT vaulted to a $530 billion valuation on its first trading day, eclipsing Intel and becomin...
Citi Reiterates Buy on Samsung and SK Hynix, Dismisses Memory 'Peak-Out' Fears
Citi Research says tight supply chains and surging AI infrastructure demand will keep memory chip undersupply, brushing ...