Actualités

<p>EWJ is up 18.5% this year, outperforming both the U.S. and international stocks broadly. </p>

GRAIL (NASDAQ:GRAL) reported second-quarter revenue growth driven by higher Galleri test volumes, while outlining continued efforts to secure FDA approval, expand its commercial organization and build international distribution partnerships. Revenue totaled $44.7 million in the second quarter, up 2

By Satoshi Sugiyama TOKYO, Aug 6 (Reuters) - Asian shares took a breather on Thursday after an AI-driven surge the previous day, while oil prices traded in a tight range as markets assessed prospects

Netlist (OTCMKTS:NLST) announced a five-year strategic alliance with Samsung covering a patent portfolio cross-license, memory product supply, technology cooperation and Samsung’s purchase of Netlist shares. Chief Executive Officer Chuck Hong said the agreement represents a major milestone for Netl

Every AI headline obsesses over GPUs. The chips get the attention, the stock gains, and the breathless coverage. But a GPU sitting idle while it waits for data to arrive is just an expensive space heater, and that overlooked wait is exactly what two chipmakers addressed this week. Microchip ...

By Jamie McGeever ORLANDO, Florida, Aug 3 (Reuters) - Solid corporate earnings and optimism around a peace deal in the Middle East pushed world stocks to new highs on Wednesday, although momentum

Today's shortage may be creating tomorrow's industry problem

Apple reportedly approached CXMT for lower mobile-memory prices.

Micron, Samsung and SK Hynix have reportedly committed significant portions of their 2027 output.

Samsung said on July 30 that memory shortages could worsen in 2027 and persist through 2028. The warning strengthened the pricing outlook for Micron Technology, Inc. (NASDAQ:MU) while exposing a potential supply constraint for NVIDIA Corporation (NASDAQ:NVDA). Micron shares jumped 18.4% that day as Samsung’s report revived confidence in the memory cycle. Samsung has signed […]

Samsung will gain access to Netlist's patent portfolio, while Netlist will source DRAM and NAND products from Samsung.

The five-year partnership includes a broad patent cross-license, memory supply agreement, technology collaboration, settlement of ongoing litigation, and Samsung’s planned purchase of Netlist shares. Key Investor TakeawaysNetlist (USOTC:NLST) signed a five-year strategic alliance with Samsung covering patent licensing, memory product supply, and technology cooperation.

Micron gained ground on SK Hynix as AI-driven memory demand supported a fivefold increase in DRAM revenue.

The artificial intelligence boom has created a strange problem for the memory industry. While companies build more capacity — Samsung Electronics Co. Ltd. (OTC:SSNLF), SK Hynix Inc. (NASDAQ:SKHY) and Micron Technology Inc. (NASDAQ:MU) are all expanding production — the supply relief investors are waiting for may still be almost two years away. 2028 is the earliest point when the industry’s competing expansion plans could simultaneously translate into meaningful production, according to Counterpo

Anthropic is building a team for designing its own custom AI chips. The Claude-maker said it would co-design hardware and models to help its technology run faster and more efficiently.

FEATURE Micron Technology stock was edging down early on Wednesday. However, there was good news about future memory prices from SpaceX CEO Elon Musk.  Micron shares were down 1.7% at $877.18 in premarket trading.

Netlist has struck a five-year deal to license its memory chip patents to Samsung Electronics, ‌it said on Wednesday, gaining access to the ‌South Korean firm's products and ending years of legal disputes between the companies. Here ​are some details: • Netlist develops advanced memory and storage technologies, including server memory and high-bandwidth memory technologies used in AI computing. Samsung will receive access to Netlist's patent portfolio, including its ‌server dual in-line memory ⁠module and high-bandwidth memory technologies used in AI servers and high-performance computing.

Samsung Electronics (USOTC:SSNHZ) and SK Hynix (NASDAQ:SKHY) have been testing semiconductor manufacturing equipment supplied by China’s Advanced Micro-Fabrication Equipment (AMEC) at their production facilities in China, according to a Reuters report citing sources familiar with the matter. Shares of both South Korean chipmakers moved higher following the report, with SK Hynix rising 4.

Musk said the supply-demand dynamics suggest that memory prices would continue to soar.

Asian shares surged and oil prices slipped Wednesday after the U.S. stock market rallied to records, helped by strong corporate earnings reports and hopes for a deal setting the stage for talks that might eventually lead to an end to the war in Iran. Japan's Nikkei 225 gained 3.3% to 66,068.24, with chipmaker Kioxia surging 6.3% while chip testing equipment maker Advantest soared 6.9%. Tech giant Samsung Electronics advanced 4.1%.

Despite issues with the Yen Intervention, Nikkei 225 climbs 3% as chip stocks jump and Bessent Iran remarks lift Hormuz deal hopes.

August 5 (Reuters) - A look at the day ahead in European and global markets from Wayne Cole.

(Bloomberg) -- Shares of SK Hynix Inc. advanced, lifted by an overnight rally in US chipmakers and speculation that the Korean firm may soon unveil buybacks and other details of a broader shareholder return plan. Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevTaco Bell Met With Michigan on Parasite Weeks Before RecallChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersIran Weighs Allowing Europe to Clear Mines in Strait of HormuzTrump Discusses Iran W

Samsung Electronics and SK Hynix are evaluating chipmaking equipment from China's Advanced Micro-Fabrication Equipment (AMEC) for possible use at their Chinese factories, three people familiar with the matter said, as the South Korean firms hedge against the risk of tighter U.S. export controls. The memory chipmakers began ‌testing AMEC etching equipment about two years ago, when uncertainty was mounting over whether Washington would continue allowing them to import U.S. chipmaking tools into ‌China, two of the sources said.

Sandisk could work its way back to this number post-earnings.

The next memory battle could be for second place

(Bloomberg) -- Samsung Electronics Co. offered a glimpse of its most advanced memory hardware, touting improved performance and power efficiency in a bid to overtake rivals SK Hynix Inc. and Micron Technology Inc. in the race for long-term dominance.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersTaco Bell Met With Michigan on Parasite Weeks Before RecallIran Weighs Allowing Europe to Clear Mines in S

Anyone who bought a laptop or built a gaming PC this year already felt memory prices climb. DRAM and NAND flash have gotten steadily more expensive as AI data centers absorb nearly every chip factories can produce, according to a Bloomberg analysis. On August 3, SK hynix and Sandisk released the ...

Samsung Electronics (KOSE:A005930) heads into the Future of Memory and Storage 2026 conference in Santa Clara with investors watching how its memory, storage and AGI computing plans relate back to the stock. See our latest analysis for Samsung Electronics. The 삼성전자 share price has pulled back, with a 30 day share price return that declined 22.46%, even after a strong 7 day share price return of 9.09%. At the same time, the 1 year total shareholder return of 247.66% and 5 year total...

Goldman Sachs just named a specific Kospi target that would make South Korean equities among the biggest winning trades of the decade, but it hinges on two chip giants delivering something the market has never quite seen before.