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SK Hynix Inc

Nvidia (NVDA) stock rout leaves global chip shares volatile

by Walter Watson
Nvidia (NVDA) stock rout leaves global chip shares volatile

The logo of Nvidia Corporation is seen during the annual Computex computer exhibition in Taipei, Taiwan, May 30, 2017. Tyrone Siu | Reuters Global semiconductor stocks saw volatile trading on …

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Tech firms bet optical networks will boost AI, 6G transition

by Walter Watson
Tech firms bet optical networks will boost AI, 6G transition

Fast adoption of e-commerce, online streaming media, and workplace productivity tools — particularly during the Covid pandemic — has massive strain on current-day telecom networks. Nurphoto | Getty Images Some …

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This ‘quasi monopoly’ chip stock will drive AI trend for the next decade, says fund manager

by Walter Watson
This ‘quasi monopoly’ chip stock will drive AI trend for the next decade, says fund manager

European chip stock ASML “is almost in a quasi-monopoly position” to drive developments in artificial intelligence over the next decade, according to fund manager Marcus Morris-Eyton. ASML , a $380 …

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Buy these global tech stocks to play the AI Nvidia boom

by Walter Watson
Buy these global tech stocks to play the AI Nvidia boom

Investor darling Nvidia is dominating headlines once again after its earnings last week surpassed expectations on the back of the artificial intelligence boom. The chipmaker’s shares crossed $1,000 for the …

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Citi names stocks to play the semiconductor boom

by Walter Watson
Citi names stocks to play the semiconductor boom

The global semiconductor industry is set to experience “groundbreaking changes,” Citi said, naming stocks to play the theme. “We believe semiconductor architecture will evolve towards the direction of memory and …

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BofA names its top global stocks right now

by Walter Watson
BofA names its top global stocks right now

BofA Securities has screened for 20 of Asia’s “most important stocks,” selected from the constituents of the MSCI Asia Pacific Index. Each stock’s importance is measured by “multiplying the index …

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Huawei’s new phone uses more China-made parts, memory chip

by Walter Watson
Huawei’s new phone uses more China-made parts, memory chip

Huawei’s latest high-end phone features more Chinese suppliers, including a new flash memory storage chip and an improved chip processor, a teardown analysis showed, pointing to the progress China is …

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Samsung or SK Hynix? One’s a better play on the AI boom, say pros

by Walter Watson
Samsung or SK Hynix? One’s a better play on the AI boom, say pros

Big Tech names like Nvidia have been on fire, thanks to the artificial intelligence boom — and other chipmakers are sharing the limelight. The supply chain for AI is extensive. …

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SK Hynix plans to invest $3.87 billion in U.S. chip facility

by Walter Watson
SK Hynix plans to invest .87 billion in U.S. chip facility

SK Hynix logo displayed on a phone screen as seen in this illustration photo taken in Krakow, Poland on January 30, 2023. Jakub Porzycki | Nurphoto | Getty Images SK …

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Want a NVDA alternative? 6 chip suppliers look set to benefit from AI boom

by Walter Watson
Want a NVDA alternative? 6 chip suppliers look set to benefit from AI boom

A number of stocks that supply Nvidia look set to gain from the AI boom, as the U.S. chip giant published another bumper quarter of earnings. Nvidia, which makes chips …

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