Micron
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techSamsung, SK Hynix, Micron Face Lawsuit Over DRAM Price Spike and AI Memory Shortage
A new lawsuit alleges three chip giants coordinated a shift to high-margin AI memory, causing a 700% price surge in conventional DRAM and a persistent global shortage.
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techSK Hynix US Debut Tests AI Market Appetite After Pullback
SK Hynix's $26.5 billion US offering marks a key test for AI investment, as the chip giant seeks to close a valuation gap with US rival Micron.
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techMemory Chip Sector Soars on AI-Driven Supply Crunch
Analysts project a severe memory chip undersupply through 2028 as AI data centers consume massive production capacity, creating sustained pricing power.
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financeAI Chip Stocks Plunge, Sparking Market-Wide Selloff and Crypto Concern
Semiconductor stocks saw a dramatic July selloff as investors question the durability of the AI infrastructure boom, with sentiment spilling over into crypto markets.
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financeSK Hynix Targets $29B Nasdaq Listing for AI Memory Chip Access
South Korean chipmaker SK Hynix launches a $29 billion American Depositary Receipt offering on Nasdaq, seeking to give U.S. investors direct access to its AI-critical high-bandwidth memory.
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techUBS Hikes DRAM, NAND Price Forecasts Citing AI Demand Surge
Investment bank UBS sharply raises memory chip price forecasts for 2026, projecting a record supply-demand gap by 2027 due to AI-driven reallocation.
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financeAnalysts Defy Calls for a Semiconductor Stock Peak Amid 94% Rally
Despite historical parallels, analysts say strong demand, record earnings, and AI infrastructure needs make calling a top on chip stocks premature.
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techApple Seeks Trump Administration Approval to Buy Chinese Memory Chips Amid Shortage
Apple is lobbying the Trump administration for permission to purchase chips from China's CXMT, navigating a global memory shortage and US-China tech tensions.