Why 1 Little-Known ETF Is Riding the AI Chip Shortage DRAM is a popular ETF for the massive growth and demand surrounding AI memory chips, but two stocks in particular help it to stand out. MarketBeat · Jun 2
South Korea, Taiwan leapfrog India, but the race was lost decades ago South Korea and Taiwan have surged ahead of India in global stock markets, driven by AI-powered semiconductor booms. Their success stems from decades of strategic state investment and industrial policy, creating market leaders like Samsung, SK Hynix, and TSMC. India, despite recent efforts, faces a long road to catch up… The Economic Times · Jun 2
SK Hynix pans to double wafer capacity in next five years, group chairman says Chey Tae-won was speaking at the Computex conference in Taipei, where executives from some of the world's top technology companies, including Nvidia, are gathering. The Economic Times · Jun 2
South Korea overtakes India as world’s sixth-largest stock market South Korea's stock market has now surpassed India's, becoming the world's sixth largest. This significant shift is largely due to the booming performance of its chip giants, Samsung Electronics and SK Hynix, which are central to the global artificial intelligence boom. The Economic Times · Jun 2
Are the 3 Newest Members of the $1 Trillion Market Cap Club the Latest Sign of an AI Bubble? Driven by an AI memory chip shortage, Samsung, SK Hynix, and Micron have crossed $1 trillion market caps as the supply deficit is set to last through 2027. MarketBeat · Jun 1
Seven hospitalized after toxic gas fire at SK hynix advanced memory plant — Cheongju 4th campus incident today led to all 3,600 staff being evacuated Thousands of SK hynix employees fled their factory stations earlier today as a fire broke out in a room where fluorine gas was used. Tom’s Hardware · Jun 1
Samsung, LG shares rally ahead of Nvidia CEO meetings with Korean executives South Korean tech giants Samsung Electronics and LG Electronics saw their shares surge on Monday. Hopes for AI and robotics collaborations with Nvidia CEO Jensen Huang fueled the rally. South Korea's semiconductor exports also hit a record high in June, driven by the AI boom. Huang's upcoming visit to meet… The Economic Times · Jun 1
AI bubble debate gets real as chip stocks rally Chipmaker stocks are soaring, leading to a debate about an artificial intelligence bubble. Demand for AI data center chips is driving prices up significantly. Companies like Micron, SK Hynix, and Samsung Electronics are seeing massive gains. Investors are watching closely, weighing the potential for sustained growth against the industry's historical… The Economic Times · Jun 1
Nvidia CEO Jensen Huang to visit South Korea: source The chief executive of the world's most valuable company is expected to meet with companies including SK Group, Hyundai Motor Group, LG Corp and Naver, to discuss so-called "physical AI" applications such as robotics, local media including the Chosun Daily and MBC reported. The Economic Times · May 30
SK Hynix Enters $1 Trillion Club As AI Chip Demand Reshapes Global Tech Industry South Korean semiconductor manufacturer SK Hynix crossed the $1 trillion market valuation mark this week,. International Business Times · May 29
This supply chain Sankey diagram for an Nvidia AI megachip is a handy guide to understanding just how easy it is to ruin the prices of graphics cards One hiccup over there, a price increase here, and our precious GPUs become a whole lot more expensive. PC Gamer · May 29
Samsung AI Chip Workers Secure Massive Bonuses After Strike Threat In South Korea Samsung Electronics workers in South Korea voted to approve a major compensation agreement tied to the company's booming AI semiconductor business after threatening to conduct a strike. International Business Times · May 28
Nvidia CEO Jensen Huang Is Heading to Taiwan. Get Ready for Updates on an ‘AI Semiconductor Triangle Alliance.’ Investors may be nervous about Nvidia stock now, but all eyes are shifting to Taiwan, where CEO Jensen Huang could unveil fresh updates on the AI chip alliance powering the global AI boom. Barchart · May 28
Samsung workers to take home $340,000 on average thanks to union's vote to approve historic profit-share deal Memory makes much money, mate. PC Gamer · May 28
The Economic Times · May 28 Meet Sanjay Mehrotra, who went from visa rejections to become CEO of trillion-dollar tech giant Micron Sanjay Mehrotra, CEO of Micron Technology, has led the chipmaker to a market valuation exceeding $1 trillion, joining fellow Indian-born tech leaders like Microsoft's Satya Nadella and Google's Sundar Pichai. Despite early visa rejections, Mehrotra's persistence paved the way for his success in the competitive memory-chip industry, now crucial for…
Barchart · May 27 As Micron Heeds Trump’s Call for Domestic DRAM Manufacturing, MU Stock Is Still Undervalued Micron has chosen Manassas, Virginia, to manufacture the most advanced memory technology ever in the United States.
The Economic Times · May 27 AI era: Chipmakers Micron and SK Hynix join the elite $1 trillion market cap club The global AI boom has transformed the semiconductor industry, pushing Micron and SK Hynix past the $1 trillion market value mark. Surging demand for AI memory chips, supply shortages and massive data centre investments have sparked strong rallies across Asian and US technology and semiconductor stocks.
The Guardian - UK · May 27 Samsung memory chip staff in line for £310,000 bonuses after AI profit-sharing deal Agreement averts strike and shows latest impact of AI boom as two more chipmakers join $1tn club
Tom’s Hardware · May 27 Samsung chip workers vote to accept $340,000 average bonus, ending months-long strike threat — resentment over deal has slowed down Samsung foundry division The agreement allocates 10.5% of Samsung's semiconductor division operating profit as stock-based bonuses.
Bangkok Post · May 27 Samsung union approves deal for massive bonuses Thousands of workers eligible for B12 million each from huge AI profits
Euronews · May 27 Memory chip giants SK Hynix and Micron cross $1tn valuation amid AI mania South Korea's SK Hynix and US chipmaker Micron both surpassed $1 trillion (€860bn) in market capitalisation within 24 hours of each other. Seoul's KOSPI index also hit an all-time high as AI continues to reshape markets.
PC Gamer · May 27 Two memory manufacturers join Samsung in the $1 trillion market cap club, global DRAM revenue is nearing $100,000,000,000, and I'm here with my head in my hands Insert 'congrats happy for you' meme here.
The Economic Times · May 27 AI rally: SK Hynix, Micron Technology join trillion-dollar club; Taiwan bourse overtakes India in market value The AI boom is fueling a surge in chipmakers like SK Hynix, Samsung, and Micron, pushing them into the $1 trillion market-cap club. This global tech rally has propelled Taiwan past India in market value, highlighting the dominance of AI-driven semiconductor giants.
The Economic Times · May 27 Samsung’s $416,000 chip worker bonuses may reshape labour battles in South Korea Samsung Electronics has agreed to a significant bonus deal with its union, a move that could reshape wage bargaining in South Korea. Memory chip workers will receive substantial bonuses tied to operating profit. This agreement, averting a major strike, is expected to embolden other unions to seek similar profit-sharing arrangements.
The Economic Times · May 27 SK Hynix joins $1 trillion club after Samsung, Micron on AI chip boom SK Hynix has crossed the $1 trillion market value mark. This milestone follows similar achievements by rivals Samsung Electronics and Micron Technology. The surge is driven by strong demand for AI memory chips. This has boosted South Korea's KOSPI index to record highs. Investors are showing significant interest in semiconductor…