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BBCNEWS Asia July 6, 2024

its part of apples commitment to invest $430 billion into the american economy and. it also comes at a time when washington is trying to reduce its reliance on foreign trade, foreign on foreign made chips. my colleague samira hussain explains. the 56 chips apple is buying from broadcom will be designed and built in the us. it is the latest business deal between the two companies. in 2020, broadcom said it would sell $15 billion of wireless components to apple. the deal fits the brief a...
Asia Business Report To Australia Prime Minister United States 30 Billion 430 Billion

SK Hynix expects full chip recovery after Q1 earnings surprise on AI boom

SEOUL (Reuters) -South Korea's SK Hynix Inc said it expected a full recovery in memory chips on AI demand, posting its highest profit in nearly two years on sales of advanced DRAM chips with high bandwidth memory (HBM) for use in generative AI chipsets. "The memory market is entering into full recovery cycle with ongoing strength of AI demand," SK Hynix said.
Soult Ukpyolsi South Korea Joyce Lee Sonali Paul Kim Coghill Heekyong Yang
Source: yahoo.com

Micron's DRAM Supply Temporarily Hit by Taiwan Earthquake, But Long-Term Outlook Remains Strong

Micron Technology Inc (NASDAQ:MU) announced that the April 3 earthquake in Taiwan will likely reduce its dynamic random access memory (DRAM) supply for the calendar quarter by up to a mid-single-digit percentage. With operations in four Taiwanese locations, Micron plays a significant role in the global chip supply chain, sparking concerns about potential disruptions due to the earthquake. However, the company clarified that while it hasn’t reached full DRAM production capacity post-earthq...
Hualian Xian Nvidia Corp Micron Technology Inc Taiwan Semiconductor Manufacturing Co Invesco Semiconductors Stock Market Game
Source: yahoo.com

DRAM Dominates the Global Memory Market with Fastest CAGR, Fueled by Demand in High-Performance Computing, AI, and Mobile Devices

The "Global Memory Market: Analysis by Type, Demand, Supply, and Region with Impact Analysis of COVID-19 and Forecast up to 2028" report has been added to ResearchAndMarkets.com's offering.
South Korea China General Laura Wood Winbond Electronics Corporation Samsung Electronics Co Ltd Rising Use Of Semiconductor Components
Source: yahoo.com

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Samsung says chips to recover in 2024 after best quarterly profit this year

SEOUL (Reuters) -Samsung Electronics on Tuesday flagged a gradual recovery in demand in 2024 after reporting its highest quarterly profit so far this year, as the battered memory chip market began showing signs of a rebound from a severe downturn. The proliferation of on-device artificial intelligence (AI) functions will increase appetite for DRAM chips in premium products in 2024, the world's biggest memory chip and smartphone maker said in a statement. The South Korean technology giant ...
South Korea Soult Ukpyolsi South Korean Joyce Lee Christopher Cushing Heekyong Yang
Source: yahoo.com

SK Hynix says AI boom will drive profits after Q3 loss narrows

SEOUL (Reuters) -South Korea's SK Hynix said a boom in artificial intelligence will drive chip profits after posting a sharply narrower third quarter loss than it did in the previous quarter. SK Hynix said its business selling DRAM chips, used in tech devices, had returned to profit in the third quarter, after reporting losses in the first two quarters of this year. SK Hynix said it swung to a 1.8 trillion won ($1.33 billion) third-quarter operating loss from a profit of 1.7 trillion won ...
Soult Ukpyolsi South Korea Joyce Lee Heekyong Yang Shri Navaratnam Samsung Electronics
Source: yahoo.com

Chip Heavyweight Hynix's Revenue Beats as AI Lifts Memory Demand

(Bloomberg) -- SK Hynix Inc.’s quarterly sales beat estimates, and the company declared surging interest in artificial intelligence was driving the beginnings of a recovery in the memory chip market.Most Read from BloombergChina Replaces Foreign Minister After Mysterious Absence‘We Were Wrong’: Morgan Stanley’s Wilson Offers Stocks Mea CulpaTwitter Turning Into X Set to Kill Billions in Brand ValueMusk Explains Why He’s Axing Twitter Name, Iconic Bird LogoRolex...
South Korea United States South Korean Bloomberg Businessweek Masahiro Wakasugi Youkyung Lee
Source: yahoo.com

BBCNEWS Asia Business Report June 4, 2024 01:33:00

A leading maker of dram chips in china, which will be the biggest beneficiary if micron pulls out of china or allowed to be used in china, we are seeing mike gallagher come in and say, we should actually be restricting them as well. so now we have this tit for tat on chips. we are trying to deโ€”escalate. the idea is to drive down the tension so we dont continue with the chip war and hopefully we will make progress but right now this is a sideshow in the middle of these negotiations. now, indian...
China S Manufacturer Micron Dram Chips Mike Gallagher Tit For Tat Chip War

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