Sectors Up Close: Chip expectations 'impossible to satisfy'

Better Chip Stock: Intel Versus Taiwan Semiconductor

Intel has a lot of ground to make up on Taiwan Semiconductor.

Market Talk: Memory chip supercycle 'won't last for ever'

Chipmakers are in the headlines again as SK Hynix's US-traded shares hit the Nasdaq. Chris Rossbach of J.Stern & Co. told Reuters doubts are creeping into the chip market, and investors are likely to keep asking if high valuations are justified. #News #Business #Markets #SKHynix #Chips #Reuters #Newsfeed 👉 Subscribe: https://reut.rs/4b8fRGn Keep up with the latest news from around the world: https://www.reuters.com/ Follow Reuters on Facebook: https://www.facebook.com/Reuters Follow Reuters on X: https://twitter.com/Reuters Follow Reuters on Instagram: https://www.instagram.com/reuters/?hl=en

South Korea, Taiwan stocks fall as investors reassess AI bets; FX muted

Overcapacity fears in chip sector prompt sharp falls in KOSPI and TSMC

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.

Korea’s policy chief warns chip windfall could inflate housing

A semiconductor boom is a fine problem for a country to have, until you start asking where the money goes. That is roughly the question South Korea’s top economic policymaker put to the public this week. Kim Yong-beom, who heads policy planning in the presidential office, warned that the windfall from the AI-driven chip surge [] This story continues at The Next Web

Semiconductor boom increased economic polarization in Taiwan. Is Korea next?

Semiconductor boom increased economic polarization in Taiwan. Is Korea next?

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

India’s chip dream hits a sudden circuit break

India’s chip dream hits a sudden circuit break

Micron Rockets On 346% Revenue Surge: 4 Top AI Chip Stocks

Micron Rockets On 346% Revenue Surge: 4 Top AI Chip Stocks

The future of chipmaking looks more like Manhattan than Silicon Valley

Constrained by physics and politics, chipmakers are building upwards

An chip plant's real cost isn't concrete. It's the machines nobody budgets for

Chip factories have grown into some of the priciest buildings ever constructed. Machines packed inside actually cost more than the walls around them

सामसुङको नाफामा ऐतिहासिक छलाङ

काठमाडौँ। कृत्रिम बौद्धिकता (एआई) प्रविधिसँग सम्बन्धित मेमोरी चिपको विश्वव्यापी माग तीव्र रूपमा बढेसँगै दक्षिण कोरियाली प्रविधि कम्पनी सामसुङ इलेक्ट्रोनिक्सले दोस्रो त्रैमासिक परिचालन नाफामा ऐतिहासिक उछाल आउने प्रक्षेपण गरेको छ। कम्पनीले मङ्गलबार सार्वजनिक गरेको प्रारम्भिक विवरणअनुसार अप्रिल–जुन अवधिमा परिचालन नाफा ८९४ खर्ब वोन (५८ अर्ब ४० करोड अमेरिकी डलर) पुग्ने अनुमान गरिएको छ। जुन गत वर्षको []

Gov't wary of chip boom liquidity spilling into housing market

Gov't wary of chip boom liquidity spilling into housing market

South Korea’s ‘Ant’ Army Is Driving an AI Market Frenzy

Some 14 million retail investors are piling into shares of two big tech giants, but worries are growing about what happens if chip demand dries up.

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...

Samsung shares fall despite third straight quarter of record profit

High memory chip prices fuel April-to-June earnings but investors concerned about returns on massive AI investment

D-Wave (NYSE: QBTS) Vs. Rigetti (NASDAQ: RGTI): Which Quantum Stock Takes The Lead In H2 2026?

Investor sentiment toward quantum computing stocks is at a crossroads as the second half of 2026 gets underway, with elevated interest rates and geopolitical uncertainty keeping markets cautious. Despite continued technological progress and rising government support for quantum research, pure-play quantum companies have struggled to regain meaningful momentum throughout the year. Two of the sector’s [] The post D-Wave (NYSE: QBTS) Vs. Rigetti (NASDAQ: RGTI): Which Quantum Stock Takes The Lead In H2 2026? appeared first on Foreign Policy Journal.

(EDITORIAL from Korea Herald on July 13)

Semiconductors have become as much a contest of finance as of engineering. The c...

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 []