• 000660
• 005930
• MU
• NVDA

Nvidia asked SK Hynix to speed up HBM4 chip production amid soaring AI demand

• 005930
• MU

Micron falls as Samsung says it has made progress on HBM front

Micron shares fell 2.5% after Samsung announced progress on HBM chips, raising competition concerns in the AI semiconductor market and potentially shifting market dynamics.

• 000660
• 005930
• MU
• NVDA

Nvidia supplier SK Hynix clocks record Q3 profit on AI boom

SK Hynix reported strong Q3 profits driven by AI chip sales, posting 7.03 trillion won profit and doubling revenue, benefiting significantly from the AI boom and demand from NVIDIA.

• 005930
• GLW
• INTC
• MU

US set to award Hemlock Semiconductor $325 million for polysilicon production

The U.S. Commerce Department plans to award $325 million to Hemlock Semiconductor to boost polysilicon production, vital for the semiconductor supply chain and national security.

• 000660
• 005930
• MU

Samsung sees weaker-than-expected Q3 profit

Samsung's Q3 profit estimate of 9.1 trillion won is below expectations, signaling reduced AI demand and challenges from competitors in the memory chip market.

• 000660
• 005930
• AAPL
• MU
• NVDA
• TSM

Samsung's profit recovery seen weakening in Q3

Samsung Electronics anticipates a significant quarterly profit increase but struggles with AI chip competition, leading to concerns about demand and market share amid geopolitical risks.

• AAPL
• MU
• QCOM

Mizuho pitches Apple stock as a 'out of favor long idea'

Mizuho analysts predict Apple stock recovery post-March 2025, projecting stable iPhone sales and new AI features to drive upgrades, alongside significant DRAM boosts in future iPhone models.

• ACN
• GOOG
• GOOGL
• META
• MSFT
• MU

5 big analyst AI moves: Microsoft downgraded, Micron rally ‘will sustain’

Analysts downgraded Microsoft amid tightening AI competition, assessed Meta's new innovations, noted Google's enterprise AI rise, projected ongoing Micron growth, and upgraded Accenture post-earnings.

• 000660
• 005930
• MU

Analyst says massive rally in this chip stock ‘will sustain’

Micron Technology's shares surged 15% after an optimistic revenue outlook amid strong demand for high-bandwidth memory chips critical for the generative AI sector.

• AMD
• AVGO
• INTC
• MU
• NVDA

Micron rises 13% as strong forecast impresses AI-hungry investors

Micron Technology's shares surged over 13% following strong revenue forecasts for high-bandwidth memory chips, signaling robust demand driven by AI technology, boosting its market value significantly.