MEMORY CHIPS

Nvidia, Broadcom shielded as AI power crunch hits chip supply chain, says Morgan Stanley

The brokerage estimated last month that US data-center developers face a 34% net power shortfall through 2028, equivalent to 32 GW, after accounting for measures such as behind-the-meter generation and fuel cells

Samsung poised for historic $73.4 billion quarterly operating profit on memory demand surge

Samsung Electronics is expected to report a record quarterly profit due to increased demand for memory semiconductors. The anticipated operating profit for the third quarter is approximately 108.1 trillion won. Revenue for the July-September period is projected to reach about 201.7 trillion won. Additionally, the Device Solutions division is likely to have an impressive operational margin between 72 percent and 75 percent.

Nvidia still 'the one' for AI? BNP Paribas raises target to $345, sees up to 47% upside

BNP Paribas has retained its Outperform rating on Nvidia and raised its target price to $345 from $285, implying 47% upside. The brokerage sees Nvidia’s full-stack AI platform, including GPUs, networking and software, helping it navigate the shift towards increasingly complex inference workloads and sustain its market leadership.

Global Market: Japan’s Nikkei jumps 2.5% to 3-month high as AI stocks rally

Japan’s Nikkei surged 2.53% to a three-month high, led by AI and chip stocks following Wall Street gains. Advantest and Tokyo Electron rallied, while SoftBank also advanced. Easing expectations for a Federal Reserve rate hike supported sentiment, though investors remained selective amid a more cautious outlook for the AI-led rally.

Memory, not processors, remains Europe's supercomputing weakness, Bull CEO says

Bull, a French supercomputer maker, reports an increase in local sourcing of its components to 70%. Despite the progress in sourcing, memory components still lack European suppliers. The CEO expressed concerns over rising memory prices and the reliance on non-European manufacturers. Notable initiatives for memory production in Europe exist but are expected to take considerable time. Current industry dynamics show dominance by Samsung, SK Hynix, and Micron in memory production.

In 2017, Google researchers published “Attention Is All You Need”; they were solving translation, but accidentally laid the foundation for today’s AI age

Google Translate once struggled with long sentences because its software processed language one word at a time. This sequential reading approach created severe computational bottlenecks, slowing down translation and causing models to lose context by the time they reached the end of a paragraph. Computer scientists solved this limitation by abandoning step-by-step reading entirely. Their Transformer architecture analyzed full blocks of text simultaneously using self-attention.

Global markets rattled as bond yields surge, offsetting AI-stock optimism

Global bond market volatility led to declines in stock indexes, with the S&P 500 on track for consistent losses. Oil prices rose, contributing to persistent inflation, while economic reports indicated US resilience despite challenges. The 10-year Treasury yield hovered near a 2002 high, raising concerns for real-estate stocks. Technology stocks demonstrated some strength, aided by Micron Technology’s better-than-expected quarterly profit.

Global memory deficit set to prolong Korean chip supercycle through 2028

The projection gained ground after US-based Micron Technology reported that over 75 per cent of its planned production for fiscal 2027 stood fully committed to buyers, with enterprise discussions shifting toward securing 2028 inventories.

Volantis raises $88 million for tech to connect AI, memory chips

The fundamental limit for AI chips from both Nvidia and rivals like Advanced Micro Devices is how well the computing parts of a chip can talk to the memory chips where an AI model lives and feeds data to the computing chip. Nvidia and AMD solve the problem by encircling their computing chips with expensive high-bandwidth memory chips.

Global Market: Japan’s Nikkei hits six-week high as chip stocks rally on AI optimism

Japan's Nikkei share average soared to a six-week peak, buoyed by chip sector stocks after favorable earnings guidance from Micron Technology. The Nikkei 225 surged 2.28%, while the broader Topix remained relatively stable. Nevertheless, various stocks within the Nikkei faced downturns, particularly in finance. Analysts are wary about the durability of AI stock gains amid Micron's forecasts, with monetary policy talks suggesting possible interest rate hikes, creating market uncertainty.

Micron earnings: AI chip demand drives fresh memory boom

Huawei unveils Mate 90 phones, leans on homegrown chip design to offset US curbs

Huawei has showcased its Mate 90 smartphone series, enhancing performance with new chip technology and HarmonyOS 7. The latest models feature Huawei's Kirin 9050 Pro chip, utilizing an innovative LogicFolding architecture. As smartphone prices rise in China, Huawei has adjusted its pricing strategy to stay competitive in the market. While Apple's new foldable phone enters the market, Huawei maintains a dominant share in foldable phones.

IndiaAI Mission likely to rewire after GPU glitch

The IndiaAI Mission currently has access to about 30,000 GPUs against a total commitment of 45,000. Several firms that had committed capacity have been unable to deliver due to market pressures. The IT ministry is now planning to issue fresh bids while also pressing companies to meet their pledges.

Netlist seeks US import ban on Micron chips used in Google, Nvidia AI computing

The company asked the tribunal to bar imports of Micron dynamic random access memory (DRAM) devices and Google, Nvidia and Broadcom graphics processing units, servers and other products that incorporate Micron's infringing technology.

ASML turned an old BBC description into a badge of honor as its chipmaking technology took off - why “relatively obscure” is printed on its hoodie

ASML has transitioned from being relatively obscure to becoming a key player in the chip technology arena. While it does not manufacture computer chips directly, it produces machines that are critical for their production. These machines, which employ extreme ultraviolet light, require a year to construct and must function in meticulously controlled conditions.

Global Market: South Korean stocks under pressure ahead of trade data, Micron results

South Korean shares were largely flat as semiconductor gains offset declines across other sectors. Investors awaited September trade data and Micron Technology’s earnings for signals on AI-chip demand, while higher oil prices, Treasury yields and foreign selling weighed on the broader market.

Global Market: Japan’s Nikkei slips after early gains as Nasdaq futures weaken

Japan’s Nikkei slipped after giving up early gains as weaker Nasdaq futures pressured technology stocks ahead of Micron’s quarterly results, while banking stocks provided support and the broader Topix edged higher.

Electronics demand, global supply shifts, policy support driving India's semiconductor play: BCG top exec

India is well placed to build a deeper semiconductor ecosystem as domestic electronics demand rises, government incentives expand and global supply chains diversify, BCG’s Ankush Wadhera said. He expects AI to keep driving demand for GPUs, memory and compute, arguing that current AI-safety debates are “speed-breakers” rather than barriers to semiconductor growth.

SK Hynix's Solidigm weighs IPO that could value the unit at up to $150 billion, sources say

Chipmaker SK Hynix's Solidigm is exploring a monumental initial public offering potentially worth $150 billion, aiming to secure approximately $15 billion. Currently in the early phases of planning, Solidigm specializes in NAND flash memory and solid-state drives, vital for AI technologies. This IPO has the potential to become one of the largest in semiconductor history in the U.S., alongside considerations for a new manufacturing facility in upstate New York.

SK Hynix's Solidigm weighs IPO that could value the unit at up to $150 billion: Report

Solidigm held pitch meetings this week with investment banks competing for roles on the IPO, in a process known as a "bake-off," one of the people and a fourth person said, marking a concrete step toward what could become the largest-ever US semiconductor listing.

Chip startup Mythic AI enters India, eyes data centre, robotics opportunities

Founded in 2012 and headquartered in Austin and Palo Alto, the company is developing analogue compute-in-memory technology for energy-efficient AI inference. Currently, it has close to 20 people in India and plans to take the team to more than 60 by the end of the first quarter of 2027, Ozcelik told ET in a conversation.

India’s smartphone business may have lost an old festive-season weapon

India's smartphone market faces challenges this festive season as rising memory costs lead to higher device prices. Major brands are already raising prices across various models due to component cost pressures. This situation is expected to drive more consumers towards financing options to afford new smartphones. Retailers are preparing by offering exchange offers and banking partnerships to enhance sales.

SK Hynix's Solidigm unit is weighing NAND memory chip factory in US, sources say

The South Korean chipmaker faces growing pressure from the Trump administration to expand US manufacturing as Washington pushes to reshore semiconductor production and relentless investment in AI data centers has fuelled an acute shortage of memory chips.