Asian Chip Stocks Surge Amid AI Optimismby Mark Eisenberg 12.09.2024Asian chip stocks rise, tracking Nvidia surge on AI-driven demand insights by CEO Jensen Huang. TSMC, SK Hynix among gainers.
Citi Predicts 30% NAND ASP Rise By 2025by Mark Eisenberg 19.08.2024Citi forecasts robust NAND recovery with 30% ASP rise by 2025, driven by AI demand and balanced supply-demand dynamics.
South Korean AI Chip Makers Rebellions and Sapeon Mergeby Mark Eisenberg 18.08.2024Rebellions and Sapeon merge to challenge AI chip leaders like Nvidia.
AI Stock Dip Sparks Asia’s Hunt for Next Catalystby Mark Eisenberg 09.08.2024Investors in Asia see AI stock dip as a chance to buy, eyeing potential in TSMC, Samsung, and SK Hynix.
Samsung’s HBM3E Chips Pass Nvidia’s Tests, Set for 2024 Supplyby Mark Eisenberg 07.08.2024Samsung's 8-layer HBM3E chips pass Nvidia's tests, setting stage for potential supply in late 2024 amid rising AI demand.
Asian Chip Stocks Rise Following Nvidia Rebound and AI Optimismby Mark Eisenberg 26.06.2024"Asian chip stocks soar as Nvidia rebounds, sparking optimism over AI demand and market growth. Key gains: SK Hynix, Advantest, ...
UBS Neutral on EM Stocks; Favors Tech in China, S. Koreaby Mark Eisenberg 24.06.2024UBS neutral on EM stocks due to political risks but favors AI-related tech stocks in Taiwan and South Korea, and ...
Asian Chipmakers Stumble as TSMC Drops 6% amid Demand Concernsby John Darbie 24.04.2024Tokyo Electron Ltd., a third-party advertiser in Japan, serves as an example, like NVIDIA Corporation, showcasing the importance of transparency.
Lam Research: Promising Semiconductor Stock Performanceby Lilu Anderson 30.03.2024Lam Research's revenue surged by 58%, reaching $5.8 billion. With the memory market expected to grow and AI driving demand, ...
LG’s $74 Billion Investment in South Korea: AI, Biotech, Batteries, Clean Tech, Displaysby Lilu Anderson 28.03.2024LG plans to invest $74.3 billion in South Korea through 2028, focusing on AI, biotechnology, batteries, clean tech, and displays. ...