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Industrial action by South Korean truck drivers tasked to transport concrete is raising ‌concerns over possible delays to major semiconductor plant ‌expansion projects by Samsung Electronics and SK Hynix, South Korean media reported ​on Friday. The National Ready-Mixed Concrete Transport Workers' Union suspended deliveries in the Seoul metropolitan area starting on Monday, a work stoppage it said would involve around 8,000 members as ‌it demanded higher rates ⁠and other changes. Participating union members also blocked deliveries on Thursday from two concrete plants in ⁠Pyeongtaek, halting the pouring of concrete at the construction site for Samsung Electronics' chip plant, the Chosun Ilbo reported.

Is PLAB a good stock to buy? We came across a bullish thesis on Photronics, Inc. on r/ValueInvesting by blee1236. In this article, we will summarize the bulls’ thesis on PLAB. Photronics, Inc.’s share was trading at $29.56 as of June 9th. PLAB’s trailing P/E was 10.76 according to Yahoo Finance. Photronics, Inc., together with its subsidiaries, […]

Musk joined ASML's annual employee tech conference virtually as SpaceX prepares to go public in what would be the largest IPO on record

Marvell Technology (NASDAQ:MRVL) and Micron Technology (NASDAQ:MU) both just delivered AI-fueled earnings reports, yet they sit on opposite sides of the data center stack. Marvell sells the custom silicon and optics that stitch AI clusters together. Micron sells the memory those clusters cannot run without. Their latest results show how AI spending is rewarding very ... Marvell vs. Micron: One Stands to Gain More From AI Demand

Samsung Electronics has expanded its collaborations with Synopsys and Cadence on next-generation chip design and manufacturing flows for its leading 2nm and 3D-IC technologies. The partnerships cover advanced electronic design automation tools, IP, and certified manufacturing processes aimed at AI, high-performance computing, and multi-die silicon solutions. These developments strengthen Samsung's foundry ecosystem at a time when demand for cutting-edge AI and advanced packaging solutions is...

The reported plan would see Google split production between TSMC and Samsung as it seeks additional capacity for future AI chips.

Investing.com -- Morgan Stanley believes investors should not read too much into the recent pullback in memory stocks, arguing the underlying cycle remains intact and that multiple expansion could drive further returns from here.

Theker, a Barcelona-based AI robotics ‌company, has raised $85 million ‌in a fundraising round, it ​said on Thursday, highlighting ongoing growth in the Spanish tech sector. Theker says ‌it ⁠develops robots which use AI to perform ⁠various tasks in industrial environments. The fundraising round ​was led ​by ​venture capital firm ‌CRV, while other companies involved included Samsung and luxury goods company LVMH.

AIQ has quietly outperformed QQQ this year while charging triple the fee, an inversion of the usual thematic-ETF trap where investors pay up for a story and underperform the index. The Global X Artificial Intelligence & Technology ETF (NASDAQ:AIQ) is one of the rare ones doing both. AIQ is up 20.6% year-to-date through June 10, ... The ‘Buy Everything AI’ Strategy: Is AIQ Your Ticket to the $2.5 Trillion Supercycle?

Alphabet's Google is in talks with Samsung Electronics to manufacture part of its ‌next-generation chip, The Information reported on Thursday, citing ‌two people familiar with the matter. Google plans for Taiwan's TSMC to ​make the main part of the chip, codenamed 'Icefish,' while Samsung may produce a separate component that helps connect it to memory using its 2-nanometer production technology, the report ‌said. The chip industry has ⁠been grappling with a capacity crunch, as TSMC, the world's largest contract chipmaker, works ⁠to keep up with surging demand and avoid becoming a bottleneck in the global supply chain amid the AI ​boom.

Korea has been a hot market but shares are falling back to earth, especially those of memory chip makers Samsung and SK Hynix.

OpenAI (NASDAQ:OAI) Chief Executive Sam Altman is expected to meet senior executives at Samsung Electronics (USOTC:SSNHZ) next week during a visit to South Korea, where discussions will centre on expanding the use of artificial intelligence across the technology giant’s operations, according to a report from Yonhap News Agency. The visit highlights Samsung’s growing focus on AI-driven transformation as it seeks to integrate advanced technologies more deeply into its business processes and workpl

Nvidia Corp (NASDAQ:NVDA) is one of the best data center stocks to invest in according to billionaires. Nvidia shares are up 14% over the past month and up more than 48% over the past year. On June 6, Micron Technology (NASDAQ:MU) secured certification for its HBM4 memory on Nvidia Corp (NASDAQ:NVDA)’s upcoming Vera Rubin AI […]

Investors question pricing power, tool adoption, and capacity growth despite ASML's central role in advanced chipmaking.

Stock futures fell, with the Nasdaq-100 selling off and big Asian names such as SoftBank Group and Samsung Electronics down sharply.

↘️ SoftBank Group (JP:9984): The Japanese technology investor and OpenAI backer slid more than 8% in Tokyo as the AI selloff pummeled stocks in Asia. In South Korea, chip makers Samsung Electronics and SK Hynix also dropped sharply.

SEOUL, June 10 (Reuters) - Leveraged stock investments by South Korean retail investors have reached their limits set at local brokerage firms as the country's world-beating stock market rally

KOSPI swung 16% in 48 hours. Samsung and SK Hynix drove it. Wall Street says nothing fundamental changed and remains positive.

Software references and new features suggest Apple is preparing support for a foldable iPhone expected in September.

The data center memory supercycle has propelled a few semiconductor companies into the trillion-dollar club.

June 9 (Reuters) - Privately held Element Biosciences said on Tuesday it had raised funds in an upsized Series E round, including $175 million from longtime investor Samsung Electronics, to expand

Privately held Element Biosciences said on Tuesday it had raised funds, including $175 million from longtime investor Samsung Electronics, to ‌expand commercialisation of its genetic testing and research products. The San Diego-based ‌company did not disclose the total size of the upsized Series E funding round, or its ​valuation. Samsung said in a statement that the investment would make it the largest shareholder in Element and deepen strategic cooperation between the two firms.

Yahoo Finance Breaking News Reporter Jake Conley and Opening Media CEO Phil Rosen join Julie Hyman on Morning Brief to discuss why the AI trade has become a major driver of market performance and why they believe it could continue to fuel gains.

While US stocks (^DJI, ^IXIC, ^GSPC) see green at Tuesday's market open, South Korean retail investors are also seeing some relief as memory chip makers SK Hynix (000660.KS) and Samsung (005930.KS) rebound from last week's AI trade sell-off. Yahoo Finance Markets and Data Editor Jared Blikre examines the nation's memory chip industry and DI Corp's (003160.KS) links to South Korean artist PSY, known for his 2012 K-pop hit "Gangnam Style."

Samsung and SK Hynix led Korea's rebound after a sharp three-day selloff hit the AI trade.

Micron led the semiconductor chips lower after an initial bounce on Tuesday.

Investing.com -- Samsung Electronics is evaluating plans to build an advanced semiconductor packaging facility in Gwangju, a city in southwestern South Korea, the Korea Economic Daily reported Tuesday.

Investors look set to carry on buying the dip in memory-chip makers, which took a beating in last week’s brutal AI pullback.

Samsung Electronics is considering the construction of an advanced semiconductor packaging facility in the southwestern South Korean city of ‌Gwangju, the Korea Economic Daily said on Tuesday. • ‌Samsung is expected to unveil the investment plan at a meeting between South Korean President Lee ​Jae Myung and the heads of the country's largest conglomerates on June 29, the newspaper reported, citing unnamed industry sources. • The meeting, to be held at the presidential office under the theme of a "major shift in growth strategy," is expected to include ‌Samsung Electronics Chairman Jay ⁠Y. Lee and SK Group Chairman Chey Tae-won.

Asian stock markets gyrated higher Tuesday on overnight Wall Street cues, as traders sought tech-sec