Samsung had a 39% share of DRAM shipments in the second quarter, according to Counterpoint.
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Micron stock rose Tuesday as new figures show growing market share but there's a threat on the horizon.
The South Korean company is the “memory leader for the AI era,” William Blair analyst Sebastien Naji says.
Samsung had a 39% share of DRAM shipments in the second quarter, according to Counterpoint.
South Korean retail shareholder platform ACT said on Tuesday it had launched a campaign to call an extraordinary shareholders' meeting at Samsung Electronics, urging the chipmaker to buy back about $32 billion worth of shares and set limits on performance bonuses. ACT said it would begin collecting electronic signatures from shareholders at 5 p.m. local time and seek support from the National Pension Service and domestic and overseas asset managers to meet the 3% ownership threshold required to call the meeting. The move comes after Samsung shares lost over one third of their value since hitting record-highs in June, despite the artificial intelligence boom.
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Micron Technology (MU) is back in focus after investors reassessed the stock in light of aggressive capacity expansion plans from CXMT, Samsung and SK Hynix. These plans could pressure future memory pricing. See our latest analysis for Micron Technology. Micron Technology’s share price has been volatile, with a 1-day share price return of 0.79% and a 7-day return of 1.09%, following a July decline of about 15% and concerns over capacity expansion from CXMT, Samsung and SK Hynix. Even with...
Stocks stabilised in Asia on Tuesday after last week's tech-led rollercoaster ride as investors tracked a record day on Wall Street, while oil prices edged up after their recent plunge with Donald Trump and Iran giving conflicting views on peace talks.Oil prices rose around one percent, having plunged five percent Monday, on hopes for a US-Iran deal to reopen the Strait of Hormuz.
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Memory chip stocks have been volatile and fell as July came to a close, the market’s still-fragile sentiment.
Most AI ETFs quietly repackage the same Nasdaq heavyweights and charge you extra for the privilege. A closer look at the full field reveals three funds that actually go somewhere the index cannot follow.
Memory stocks are taking a sharp hit Monday after an extraordinary run, but Wall Street analysts and a major insider are already treating the selloff as something very different from what the price action suggests.
Micron Technology was falling early Monday. Micron shares were down 3% at $798.66 in premarket trading. The moves comes as China’s ChangXin Memory Technologies ( CXMT ) mulls whether to build a second memory-chip plant in Beijing, following its recent initial public offering which led to the company surging to a market valuation of close to $500 billion, according to a Reuters report.
A crisis of confidence in the AI trade has dogged the index of late, putting it in bear market. Big swings, driven by SK Hynix and Samsung, which make chips crucial to the AI buildout and which together make up most of the Kospi, have become practically routine.
Memory chip stocks have been volatile and fell as July came to a close, the market’s still-fragile sentiment.
Oil prices tumbled on Monday as Donald Trump said fresh talks with Iran will begin later in the day, while the yen extended gains after US and Japanese officials confirmed a rare joint intervention to prop up the currency.Investors were also keeping a close eye on currency markets after Trump confirmed that the United States had intervened jointly with Japan to support the yen, calling it a "signal of friendship", while officials said they were ready to act again.
Morgan Stanley upgrades Korean stocks to overweight with a 9,000 KOSPI target as Samsung and SK Hynix extend losses.
U.S. chip stocks and the Korean market have become increasingly intertwined lately, and the latest moves suggest that volatility remains.
Micron's 39% plunge and SK Hynix and Samsung's $1.3 trillion spending plan are raising fresh worries for US chipmakers.
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Margin unwind from South Korean investors and the massive Situational Awareness blowup do not affect the fundamentals of AI stocks.
Samsung Electronics introduced the Galaxy Watch Ultra2 and Galaxy Watch9, featuring new AI-driven health and sports tracking tools. The wearables include advanced biometric tracking, extended battery life, and support for demanding activities such as professional diving. The launch reflects a shift in Samsung Electronics' wearable strategy toward more health focused and performance oriented devices. For investors following Samsung Electronics, ticker KOSE:A005930, the new wearables arrive...
Samsung expects memory supply constraints to become even worse in 2027 and persist through 2028, putting more pressure on phone and PC prices.
Two storage stocks surged together last week. Their paths back to record highs are nothing alike.
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Investing.com -- South Korean retail investors sold a record amount of Kospi-listed shares on Friday as July’s severe market reversal damaged confidence and prompted criticism of President Lee Jae Myung’s government, Bloomberg reported.
Apple's new Upgrade program is the latest sign that smartphone ownership is changing.
The memory maker booked more revenue in one quarter than in any full year of its history. Can that possibly last until 2030?