AI MEMORY SHORTAGE
TSM stock rallies as Nvidia reportedly turns to TSMC for advanced memory chips - can it challenge Samsung, Micron and SK Hynix?
TSM stock today: TSMC stock climbed more than 6% in early trading Friday after a report said the chipmaker is considering manufacturing advanced 3D DRAM chips at Nvidia's request. The potential move could expand TSMC's role in the AI hardware market as memory shortages increase competition among leading chipmakers.
Qualcomm shares slump 9% as weak smartphone chip sales overshadow data-center momentum
Qualcomm's shares dropped significantly in early trading following disappointing smartphone chip sales. The company's largest business segment faced a 26% revenue decline, leading to lower overall chip sales. While Qualcomm's investments in data-center and automotive chips strengthen its growth potential, analysts remain skeptical about immediate earnings. Brokerages have reduced their price targets on Qualcomm's stock after recent results were released.
Planning to buy smartphone? Prices to rise 30% soon, says Jefferies report
Smartphone prices could rise by nearly 30%, particularly in the budget segment, as surging demand for memory chips from AI companies pushes up manufacturing costs. A Jefferies report warns that higher component prices could force consumers to delay purchases, choose second-hand phones or spend more on expensive models. Global smartphone shipments are also expected to decline in 2026 and 2027.
Chinese chipmaker YMTC puts IPO on hold as weaker markets weigh, sources say
That process has been put on hold due to "various factors", according to an internal note YMTC sent to its staff and seen by Reuters. It did not elaborate on the factors. The delay, which two of the people said could last several months, has not been reported previously.
AMD forecasts quarterly revenue above estimates as data-center growth accelerates
The company, which nearly doubled its data-center revenue in the third quarter, is benefiting as a shift in AI workloads toward running models in real-world applications drives demand for its graphics processing units and central processors. This has enabled AMD to capture market share from rival Intel, which last week forecast quarterly revenue well below estimates and triggered a global selloff in chip stocks.
AMD forecasts fourth-quarter revenue above estimates on strong AI chip demand
Advanced Micro Devices estimates its fourth-quarter revenue will hit about $17 billion, driven primarily by robust demand for AI chips. Although the company's forecast for adjusted gross margin stands at 55%, it falls slightly short of analyst expectations. A remarkable 97% year-on-year increase in data-centre revenue showcases AMD's growth. However, the company currently faces challenges in sourcing high-bandwidth memory, essential for its AI processors.
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OpenAI CEO Sam Altman questions why people keep so much RAM in their computers; but what happens when the internet goes down?
Altman questioned the efficiency of people keeping large amounts of DRAM in personal computers when that memory is being used only around 5% of the time. He argued that from a global resource-allocation perspective, memory could be used more efficiently in cloud data centres, where multiple users can access shared computing resources.
Elon Musk vs Sam Altman: After OpenAI CEO questions people's RAM usage at home, Musk defends ordinary users with a meme
Elon Musk has taken a dig at OpenAI CEO Sam Altman after the latter questioned why people keep large amounts of RAM in their personal computers when the limited memory supply could be used more efficiently by AI data centres. Sharing a meme on X, Musk defended ordinary consumers. The exchange comes amid a global memory shortage that is driving up prices of PCs, smartphones and other electronic devices.
AI is driving up memory prices. So why is Sam Altman questioning your PC's RAM?
OpenAI CEO Sam Altman has questioned the need for large amounts of RAM in personal computers, arguing that much of the memory remains unused and could be utilised more efficiently through centralised cloud infrastructure. However, his remarks come at a time when the AI industry's growing demand for computing power is contributing to rising memory prices, making smartphones, PCs and other consumer devices more expensive.
Wall Street tech rout deepens on doubts over AI spending
Major US tech stocks have taken a hit as investors react to underwhelming earnings and worries about AI spending. Giants like Microsoft, Amazon, and Alphabet revealed hefty investments in AI systems along with rising debt. Intel's troubles intensified with a disappointing revenue outlook, driven by costly components and fierce rivalry.
Amazon burns cash, Intel flags weak PC demand as AI boom's costs ripple across markets
As Wall Street grows increasingly anxious about AI-related expenditures, major tech giants like Amazon and Intel display alarming financial outcomes. With soaring operational costs and waning consumer interest, both companies face challenging cash flow situations, resulting in borrowing to cover rising expenses. This situation has led to declines in semiconductor and AI cloud shares as investors question future profitability, sparking fears about the tech sector's growth sustainability.
Weak quarter for Intel sends shivers through cooling chip stocks
Chip stocks, particularly those affected by Intel's earnings, faced significant declines following the report's release. Intel attributed its downturn to challenges in the PC industry and a recent factory explosion. Other major chipmakers like AMD and Broadcom also experienced declines in after-hours trading. Concerns about the overall semiconductor industry were heightened after Alphabet's disappointing earnings. Despite these challenges, the semiconductor index has shown strong performance throughout the year.
Global Market: Samsung Electronics posts record $80.5 billion quarterly operating profit on AI chip boom
Samsung Electronics reported record quarterly operating profit of 107.4 trillion won, driven by surging AI memory chip demand. Despite strong earnings, shares fell over 5% amid concerns about semiconductor division performance and AI investment sustainability. Samsung also announced shareholder returns of up to 110 trillion won this year.
Samsung logs record $80.5 bln profits despite investor AI jitters
Massive demand for AI chips delivered record quarterly profits to South Korea's Samsung Electronics on Thursday, but shares fell as investors questioned the resilience of the global tech boom. Record profits driven by booming demand for AI memory chips have fuelled calls for greater shareholder returns, particularly after shares in tech giants such as Samsung tumbled from their June record highs amid concerns over US tech firms' AI spending.
China's CXMT to start advanced AI memory production despite poor yields
The decision highlights China's intense shortage of the AI memory chips, which are essential to a government-backed push to develop domestic alternatives to Nvidia's AI processors at scale amid US curbs on access to foreign-made technology.
AI chip giant SK hynix says quarterly operating profit soars 630%
South Korean chip giant SK hynix said Wednesday its third-quarter operating profit soared 632 percent on-year, largely driven by the artificial intelligence industry's explosive demand for its advanced memory chips. The memory chip giant said it had posted record revenue and operating profit for six straight quarters since the second quarter of last year.
PMS Talk: AI, defence and electronics manufacturing are the next growth engines, says Vaibhav Agarwal
In this edition of ETMarkets PMS Talk, we speak with Vaibhav Agarwal, Founder & CIO, Accelt Asset Management LLP, about how his team’s bottom-up stock-picking approach identifies businesses capable of delivering sustained earnings growth. He explains why smallcaps offer opportunities among companies growing earnings at 25–30%, how the GMCV framework — Growth, Management, Capital Efficiency and Valuation — helps separate potential compounders from value traps, and why paying the right price matters even when a business has a compelling growth story.
Michael Burry bets against these 4 AI stocks, one of which rallied 190% YTD. Will his AI bubble warnings come true?
Michael Burry is betting against Nvidia, Palantir, Tesla and Micron amid concerns over AI valuations, chip depreciation and memory supply cycles. His warnings about a potential AI bubble have intensified as investors weigh surging stock prices against heavy AI spending and future revenue prospects.
Korea’s KOSPI crashes another 5% as AI rout deepens; AI bellwether down over 40% from peak
Chip heavyweight SK Hynix Inc. headed for its lowest close since April. Data-center infrastructure company Elice Inc. plunged as much as 32% in its trading debut in Seoul. Both AI bellwethers SK Hynix and Samsung have plunged 35% and 22%, respectively.
AI race may depend more on access to power, infrastructure than chip supply: Morgan Stanley
The assessment comes as rapid investment in AI infrastructure threatens to outpace the availability of electricity, raising concerns that smaller companies could struggle to compete with financially stronger technology giants.
AI race may depend more on access to power, infrastructure than chip supply: Morgan Stanley
According to Morgan Stanley's latest analysis, the burgeoning AI infrastructure market is on track to experience a dire electricity shortfall by 2028. This impending shortage poses a serious risk for smaller enterprises striving to keep pace with their larger counterparts. A predicted 32-gigawatt power deficit threatens data-center development and chip deployment. While global strategies might be an option for some, the internal power dilemmas in the U.S. will persist.
From worst to best: How IT stocks staged a Rs 2.6 lakh crore revival this week
Indian IT stocks staged a sharp comeback this week, adding Rs 2.6 lakh crore in market value as the sector gained 12% to become the best-performing index. Better-than-expected Q2 earnings, positive management commentary and a selloff in AI-linked stocks helped revive sentiment, even as concerns over AI adoption and earnings growth persist.
SK Hynix seeks US nod to expand China chip output, ties approval to US plant: Report
SK Hynix is attempting to obtain approval from the US to export chipmaking equipment to China. This export is intended to facilitate an increase in production at its Dalian facility. Solidigm, the US arm of SK Hynix, is considering a factory in the US contingent on this approval. The US is enforcing restrictions on such exports to maintain technological superiority.
Rs 82,500 crore rally in 3 days: Why TCS, HCL Tech, other IT stocks jumped up to 12% in 3 days and will the boom last?
Indian IT stocks have rebounded sharply. The Nifty IT index has risen 8%, adding Rs 82,500 crore to the sector’s market capitalisation. The rebound follows a selloff in global AI-linked stocks driven by concerns over stretched valuations, concentration risks and uncertain returns on heavy AI investments.
SK Hynix conditions new US factory on more US chip equipment exports to China, sources say
The Trump administration is pressing SK Hynix, Samsung and other foreign chipmakers to build plants in the US in a drive to rebuild US manufacturing capacity and create jobs.
AI traders behaving like casino gamblers? What made chip trade toxic and why that’s good news for India
Global AI stock enthusiasm hit a roadblock as South Korea's Kospi plunged 7.4% on chip competition concerns and Broadcom's warning on AI spending. Conversely, Indian IT stocks surged, adding Rs 26,000 crore in market cap as investors rotated into services over semiconductor hardware exposure.
Rs 26,340 crore added in minutes! Why HCL Tech, TCS and other IT stocks rallied up to 7%
Indian IT stocks rallied up to 7%, with the Nifty IT index gaining 3.3%, as concerns over rising AI investment costs and uncertain returns rattled global technology stocks. Broadcom and Intel executives flagged capital constraints, prompting investors to reassess the AI boom. Separately, OpenAI told investors its September annualised revenue was nearly $50 billion, below its earlier indicated figure of $70 billion.
Sony Playstation PS5 Pro: Why PS5 Pro prices are skyrocketing ahead of GTA 6 launch amid ongoing supply issues
Sony has increased the prices of the PS5, including the Pro version that is currently facing supply shortages. The PS5 was originally launched at lower prices but has seen multiple increases since then. This price rise is largely attributed to higher memory costs and supply constraints. Demand is expected to surge ahead of the release of Grand Theft Auto 6 in November.
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