DRAM's Meltdown And Cyclical Memory/Oversupply Risks Discussed, Initiate Hold

SOXL: Levered Semiconductor Funds Are Living On Borrowed Time

SOXL: Levered Semiconductor Funds Are Living On Borrowed Time

Shares of Intel and AMD Have Plummeted in the Last Few Days. Is It Time to Panic?

AMD and Intel investors have enjoyed incredible gains so far in 2026.

Why Micron is moving beyond its commodity reputation

Memory chips store the data and instructions that power Nvidia’s accelerated computing platforms, as well as the world’s computers and smartphones. These chips are, put simply, the filing cabinets of the digital economy. Since the late 1980s, the memory semiconductor market has been characterized by boom-and-bust profit cycles. Periods of strong profitability have routinely been followed by []

The first ticking ‘nuclear clocks’ are here

These radical new devices keep time using fluctuations in the energy states of an atom’s nucleus, rather than those of its electrons, which atomic clocks currently use to define the length of a second

Micron, Intel and other chip stocks fall up to 11% after record rally

Chip stocks experienced a significant downturn, with major AI rally leaders seeing sharp profit-taking after a record quarter. The VanEck Semiconductor ETF plunged over 5, led by Micron, Intel, and AMD. Concerns over potential AI computing oversupply, fueled by Meta's plans, prompted investors to re-evaluate lofty valuations. Despite the sell-off, some remain optimistic about AI-focused tech giants.

Nvidia’s Kyber AI rack slips to 2028, and one circuit board is to blame

Nvidia’s next flagship AI machine has hit a wall, and the culprit is a single circuit board. The Kyber rack meant to house its 2027 Rubin Ultra chips has slipped to 2028. Research firm SemiAnalysis flagged the delay, and CNBC reported it. Kyber is not a chip. It is a server cabinet. It packs 144 [] This story continues at The Next Web

Hawkish Fed Throws Down Challenge for Emerging-Market Bond Rally

Just when it looked like emerging-market bonds would catch a break from falling energy prices, along came Federal Reserve Chairman Kevin Warsh to spoil the party.

AI breaks Korea memory's boom-bust cycle: CLSA

South Korea's memory chip industry is moving beyond its traditional boom-and-bust cycle as artificial intelligence demand pushes major customers to lock in long-term supply at high prices, according to CLSA. Memory has long been highly cyclical: profits rise when supply is tight and fall when capacity catches up. But the rapid growth of high-bandwidth memory, or HBM, and AI servers is changing that pattern, said Sanjeev Rana, head of Korea research at CLSA. The fact that major memory customers

Micron (NASDAQ: MU) Stock Price Plunges 13% As South Korea Memory Selloff Clouds Earnings Outlook

Micron Technology (NASDAQ: MU), the AI-focused memory and storage chipmaker, closed at 1,051.77, a sharp decline of 13.18 in a single trading session. The selloff was triggered by weakness in South Korean memory giants SK Hynix and Samsung, with the pain spreading rapidly into U.S. memory names. The timing proved particularly damaging, arriving just one [] The post Micron (NASDAQ: MU) Stock Price Plunges 13 As South Korea Memory Selloff Clouds Earnings Outlook appeared first on Foreign Policy Journal.

Bitcoin Tests Two-Week Low at $62K as Tech Stocks Waver on Wall Street

Investors are digesting a hawkish Fed, with risk-off sentiment driving a sell-off in AI and crypto

Warsh spoils the party: Hawkish Fed chief clips emerging market wings — and SA bonds feel the draught

Warsh spoils the party: Hawkish Fed chief clips emerging market wings — and SA bonds feel the draught

Inside CXMT’s US$4.3b IPO: soaring profits meet US export threat and high-stakes HBM race

As China’s leading DRAM maker ChangXin Memory Technologies (CXMT) prepares for its expected 29.5 billion yuan (US4.3 billion) Shanghai Star Market listing, the critical question facing investors is whether the firm can convert its cyclical windfall into permanent industry leadership. The Hefei-based chipmaker enters the market at a uniquely lucrative moment: a global memory shortage driven by surging artificial intelligence computing demand has triggered a massive upcycle in pricing, delivering...

Q3 Outlook for Traders: AI’s challenging growth math and a new era at the Fed- Saxo Bank

Late Q2 saw a strong comeback in AI stocks, chiefly in the semiconductor and other hardware names that are most clearly “enjoying” or absorbing the spending from the staggering pace of capital expenditures to build out data center capacity. The coming quarter or two could see a slowing of these AI-linked hardware stocks as the [] The post Q3 Outlook for Traders: AI’s challenging growth math and a new era at the Fed- Saxo Bank appeared first on Middle East News 247.

Pasaran tenaga stabil berperingkat suku tiga 2026

KUALA LUMPUR: Pasaran tenaga dijangka stabil secara berperingkat dalam suku ketiga tahun ini dan bergantung kepada perkembangan geopolitik serta kelancaran semula laluan perdagangan antarabangsa. Menteri Ekonomi, Akmal Nasrullah Mohd. Nasir berkata, namun ketidaktentuan harga serta bekalan tenaga dijangka terus memberi kesan kepada pasaran dalam tempoh satu hingga dua tahun akan datang. “Walaupun harga minyak mentah ... Read more The post Pasaran tenaga stabil berperingkat suku tiga 2026 appeared first on Utusan Malaysia.

Intel may bring back older desktop CPUs because DDR5 is getting too expensive

Intel is reportedly restarting production of older Core CPUs as DDR5 prices make new gaming PC builds harder to justify.

US lawsuit accuses Samsung, SK Hynix and Micron of worsening the RAM crisis by fixing memory prices and supply

Chip makers Samsung, SK Hynix, and Micron have been accused of fixing RAM prices and supply, thereby exacerbating the effects of the ongoing memory crisis, in a US class action lawsuit. According to the suit, the trio have co-ordinated their pivots from focusing on making the sort of RAM consumer tech needs to the high bandwidth memory typically used by AI datacentres, with no-one stepping up to take advantage of fulfilling the demand such moves have left for non-astronomically priced memory on the consumer side. Read more

South Korea leveraged ETF crisis sparks global chip selloff

South Korea leveraged ETF crisis sparks global chip selloff

Global tech rout intensifies as shares extend losses, Nasdaq down over 2%

New York [US], June 23 (ANI): The sell-off in global tech stocks intensified on Tuesday as investors became wary of the frenzy around AI, adopting a more cautious approach and evaluating the next steps on how to navigate the technology's soaring costs.Nasdaq 100 extended the selloff opening more than 2 per cent lower on Tuesday, with memory chip heavyweight Micron down more than 11 per cent. The SP 500 fell

Memory Stock Rout Hits Popular DRAM ETF

The Fund Is Heavily Exposed to Korean Stocks That Plunged Tuesday