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Investing.com40d agobullish
Tepper’s Appaloosa soars 32% in H1 on prescient memory-chip bets - report

Micron Technology (NASDAQ: MU) is the most directly tradeable name tied to Appaloosa’s haul. Bloomberg identified Micron as one of the fund’s biggest winners alongside Samsung Electronics, SK Hynix, Kioxia Holdings, and Sandisk Corp., all of which Tepper rode through an AI-infrastructure spending boom that has reshaped the memory-chip landscape in 2025 and into 2026.

SK Hynix targets $28B US IPO to fund AI-driven chip expansion
Proactive40d agoneutral
SK Hynix targets $28B US IPO to fund AI-driven chip expansion

SK Hynix (KRX: 000660) said it plans to raise about $28 billion through a United States initial public offering (IPO) as the South Korean memory chipmaker seeks to tap sustained investor demand tied to artificial intelligence infrastructure growth. The company will offer 17.79 million common...

Bloomberg40d agobullish
BlackRock, Vanguard ETFs Diverge Over 170% AI-Fueled Rally

(Bloomberg) -- For more than a decade, investors could treat the two biggest emerging-market exchange-traded funds as almost interchangeable.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsThe Tanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From MotoristsFIFA Allows Balogun to Play After Trump Call Sparking UproarNow, a long-running schism over wh

Besi Shares Tumble Amid Fears of Uptake Delay of New Chip-Stacking Technology
The Wall Street Journal40d agobearish
Besi Shares Tumble Amid Fears of Uptake Delay of New Chip-Stacking Technology

BE Semiconductor stock tumbled after a report said that some of the Dutch group’s main customers are delaying uptake of its advanced hybrid bonding technology. Memory chip makers Samsung Electronics and SK Hynix —which are customers of Besi—are questioning the need to adopt hybrid bonding technology for their most advanced chip stacks, Korean news outlet ZDNet reported, citing unnamed sources. Besi is the market leader in advanced hybrid bonding, a technology that fuses chips together at a molecular level.

Bloomberg40d agoneutral
Memory Chipmaker SK Hynix Kicks Off $28 Billion US Listing

(Bloomberg) -- SK Hynix Inc. kicked off its formal marketing process for its US listing on Monday, as the South Korean chipmaker looks to capitalize on surging investor demand for the high-flying memory-chip sector.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsThe Tanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From MotoristsOil’s Supply Wave, T

Samsung Eyes Another Record Quarter on Explosive AI Memory Demand, But Rising Employee Bonuses Could Cloud Earnings: Report
Benzinga41d agoneutral
Samsung Eyes Another Record Quarter on Explosive AI Memory Demand, But Rising Employee Bonuses Could Cloud Earnings: Report

Samsung Electronics (OTC:SSNLF) on Tuesday is expected to deliver another record-breaking quarter as surging AI-driven demand for memory chips continues to lift prices, though higher employee bonus costs could weigh on reported earnings. AI Memory Boom Expected to Drive Another Record Quarter Samsung is expected to report an operating profit of about 86 trillion won ($56.35 billion) for the April-to-June quarter, according to an LSEG SmartEstimate based on forecasts from 30 analysts, Reuters rep

Bloomberg41d agoneutral
Unease Over Korea Leveraged ETFs Grows as Lawmakers Demand Fix

(Bloomberg) -- South Korean lawmakers are increasingly sounding alarms over the risks of single‑stock leveraged exchange‑traded funds, with an opposition party member now calling for such products to be delisted.Most Read from BloombergOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil’s Supply Wave, Tumbling Prices Rekindle Fears of Global GlutBrazil Freezes $2 Billion, Pursues Arrests After US SanctionWhy the Great

South Korea's SK Hynix to launch $28 billion US listing to ride global AI wave
Reuters41d agoneutral
South Korea's SK Hynix to launch $28 billion US listing to ride global AI wave

South Korean chipmaker SK Hynix will on Monday launch its about $28 billion U.S. listing, according to its regulatory ‌filings, in one of the world's largest new share sales ‌as it capitalizes on the global AI boom. The company will sell 17.79 million new shares ​in the depository receipt listing on the Nasdaq, making it one of the world's most valuable tech firms. Ten ADRs will represent one common share and the stock will be sold in a price range due to be ‌revealed on Monday, based on ⁠SK Hynix's Seoul trading price.

Bloomberg41d agoneutral
Chip Stock Bulls Count on Samsung to Soothe AI Trade Jitters

(Bloomberg) -- A wild ride for global chip stocks in recent weeks has left investors looking for fresh validation of the artificial intelligence trade. Samsung Electronics Co. may provide just that on Tuesday.Most Read from BloombergOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil’s Supply Wave, Tumbling Prices Rekindle Fears of Global GlutBrazil Freezes $2 Billion, Pursues Arrests After US SanctionWhy the Great Am

Samsung likely to post 18-fold jump in profit on surging AI demand for memory
Reuters41d agobullish
Samsung likely to post 18-fold jump in profit on surging AI demand for memory

Samsung Electronics is likely to estimate that its operating profit jumped about 18-fold to another record high from a year earlier in the second quarter, as AI growth continues to strain memory supply and push chip prices higher. On Tuesday, the ‌world's largest memory chipmaker by sales is likely to flag an operating profit of 86 trillion won ($56.35 billion) for the April to June quarter, according ‌to an LSEG SmartEstimate based on forecasts from 30 analysts, weighted toward those with the best track records.

Anthropic quietly joins the race to build its own chips
TheStreet43d agoneutral
Anthropic quietly joins the race to build its own chips

Anthropic has opened early talks with Samsung Electronics to manufacture a custom AI chip, according to a report from Bloomberg. The Claude developer has never built its own silicon before. It has relied entirely on chips rented from Amazon, Google, and Nvidia, and that dependence is now colliding ...

Fresh lawsuit drops bombshell on Micron stock price
TheStreet44d agobearish
Fresh lawsuit drops bombshell on Micron stock price

Micron Technology just delivered the best quarter in its history. However, three days later, a federal courtroom in California turned that story upside down. A class-action lawsuit filed on June 25 accuses Micron (MU), Samsung, and SK Hynix of secretly restricting memory chip supply to inflate ...

Bloomberg44d agoneutral
Chip Industry Urges US to Avoid Moves That Distort Memory Market

(Bloomberg) -- Government attempts to address the global memory chip shortage by influencing prices or production capacity would worsen a historic squeeze on supply driven by the artificial intelligence boom, a semiconductor industry group warned the Trump administration. Most Read from BloombergExxon to Change Name for First Time in Decades After RedomicileGermany Rejects Trump’s Demands for NATO Loyalty to WashingtonMeta Is Planning a Cloud Business to Sell AI Computing PowerRussia Indicates U

Chip Stocks Tumble Again
The Wall Street Journal44d agobearish
Chip Stocks Tumble Again

American employers added 57,000 new jobs last month, the Labor Department said Thursday. Memory stocks were particularly hard hit, with Sandisk falling 14.1% and Samsung Electronics declining 9.1% overnight.

Bloomberg44d agoneutral
Chip Stocks Off to Rough Start in Third Quarter With 2-Day Skid

(Bloomberg) -- Semiconductor stocks are starting the third quarter with their worst two-day selloff in nearly a month. Most Read from BloombergExxon to Change Name for First Time in Decades After RedomicileMeta Is Planning a Cloud Business to Sell AI Computing PowerGermany Rejects Trump’s Demands for NATO Loyalty to WashingtonRussia Indicates Ukraine Fired Long-Range Ballistic MissileKrafton Agrees to Pay ‘Subnautica 2’ Bonuses as Developer’s CEO ResignsThe Philadelphia Stock Exchange Semiconduc

What’s Weighing on Chip Stocks?
The Wall Street Journal44d agoneutral
What’s Weighing on Chip Stocks?

The slide appears to reflect concerns that tech companies have built more AI computing capacity than they really need, says Mohit Kumar, chief European economist at Jefferies. Those fears were rekindled ...