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YOU WONT BELIEVE: 2 - What They Never Told You

Investors are piling into South Korea and Taiwan for semiconductor stocks, but the AI boom isn't just fattening profits at North Asia's chip champions. It is powering a broader economic resurgence, driven by stronger household consumption, rising investment and widening tax coffers.

Bangkok Post

'We ⁠have supply for very, very robust growth, but we're still supply constrained': Jensen Huang says Nvidia has enough CPU and GPU supply to grow AI

Nvidia's supply chain is looking relatively strong, despite constrained supply and pressure from Vera Rubin, RTX Spark

TechRadar

SK hynix to double memory wafer capacity within five years, chairman says — AI-driven shortage will persist until at least 2030

SK hynix will double its memory wafer capacity within five years, SK Group chairman Chey Tae-won told reporters at Computex in Taipei on June 2nd.

Tom’s Hardware

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Why 1 Little-Known ETF Is Riding the AI Chip Shortage

MarketBeat

South Korea, Taiwan leapfrog India, but the race was lost decades ago

South Korea and Taiwan have surged ahead of India in global stock markets, driven by AI-powered semiconductor booms. Their success stems from decades of strategic state investment and industrial policy, creating market leaders like Samsung, SK Hynix, and TSMC. India, despite recent efforts, faces a long road to catch up…

The Economic Times

SK Hynix pans to double wafer capacity in next five years, group chairman says

Chey Tae-won was ⁠speaking at the Computex conference in Taipei, where executives from some of the ‌world's top technology companies, including Nvidia, are ⁠gathering.

The Economic Times

South Korea overtakes India as world’s sixth-largest stock market

South Korea's stock market has now surpassed India's, becoming the world's sixth largest. This significant shift is largely due to the booming performance of its chip giants, Samsung Electronics and SK Hynix, which are central to the global artificial intelligence boom.

The Economic Times

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Are the 3 Newest Members of the $1 Trillion Market Cap Club the Latest Sign of an AI Bubble?

Driven by an AI memory chip shortage, Samsung, SK Hynix, and Micron have crossed $1 trillion market caps as the supply deficit is set to last through 2027.

MarketBeat

Seven hospitalized after toxic gas fire at SK hynix advanced memory plant — Cheongju 4th campus incident today led to all 3,600 staff being evacuated

Thousands of SK hynix employees fled their factory stations earlier today as a fire broke out in a room where fluorine gas was used.

Tom’s Hardware

Samsung, LG shares rally ahead of Nvidia CEO meetings with Korean executives

South Korean tech giants Samsung Electronics and LG Electronics saw their shares surge on Monday. Hopes for AI and robotics collaborations with Nvidia CEO Jensen Huang fueled the rally. South Korea's semiconductor exports also hit a record high in June, driven by the AI boom. Huang's upcoming visit to meet…

The Economic Times

AI bubble debate gets real as chip stocks rally

Chipmaker stocks are soaring, leading to a debate about an artificial intelligence bubble. Demand for AI data center chips is driving prices up significantly. Companies like Micron, SK Hynix, and Samsung Electronics are seeing massive gains. Investors are watching closely, weighing the potential for sustained growth against the industry's historical…

The Economic Times

Nvidia CEO Jensen Huang to visit South Korea: source

The chief executive of the world's most valuable company is expected to meet with companies including SK Group, Hyundai Motor Group, LG Corp and Naver, to discuss so-called "physical AI" applications such as robotics, local media including the Chosun Daily and MBC reported.

The Economic Times

SK Hynix Enters $1 Trillion Club As AI Chip Demand Reshapes Global Tech Industry

South Korean semiconductor manufacturer SK Hynix crossed the $1 trillion market valuation mark this week,.

International Business Times

This supply chain Sankey diagram for an Nvidia AI megachip is a handy guide to understanding just how easy it is to ruin the prices of graphics cards

One hiccup over there, a price increase here, and our precious GPUs become a whole lot more expensive.

PC Gamer

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International Business Times

Samsung AI Chip Workers Secure Massive Bonuses After Strike Threat In South Korea

Samsung Electronics workers in South Korea voted to approve a major compensation agreement tied to the company's booming AI semiconductor business after threatening to conduct a strike.

Barchart

Nvidia CEO Jensen Huang Is Heading to Taiwan. Get Ready for Updates on an ‘AI Semiconductor Triangle Alliance.’

Investors may be nervous about Nvidia stock now, but all eyes are shifting to Taiwan, where CEO Jensen Huang could unveil fresh updates on the AI chip alliance powering the global AI boom.

PC Gamer

Samsung workers to take home $340,000 on average thanks to union's vote to approve historic profit-share deal

Memory makes much money, mate.

The Economic Times

Meet Sanjay Mehrotra, who went from visa rejections to become CEO of trillion-dollar tech giant Micron

Sanjay Mehrotra, CEO of Micron Technology, has led the chipmaker to a market valuation exceeding $1 trillion, joining fellow Indian-born tech leaders like Microsoft's Satya Nadella and Google's Sundar Pichai. Despite early visa rejections, Mehrotra's persistence paved the way for his success in the competitive memory-chip industry, now crucial for…

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Barchart

As Micron Heeds Trump’s Call for Domestic DRAM Manufacturing, MU Stock Is Still Undervalued

Micron has chosen Manassas, Virginia, to manufacture the most advanced memory technology ever in the United States.

The Economic Times

AI era: Chipmakers Micron and SK Hynix join the elite $1 trillion market cap club

The global AI boom has transformed the semiconductor industry, pushing Micron and SK Hynix past the $1 trillion market value mark. Surging demand for AI memory chips, supply shortages and massive data centre investments have sparked strong rallies across Asian and US technology and semiconductor stocks.

The Guardian - UK

Samsung memory chip staff in line for £310,000 bonuses after AI profit-sharing deal

Agreement averts strike and shows latest impact of AI boom as two more chipmakers join $1tn club

Tom’s Hardware

Samsung chip workers vote to accept $340,000 average bonus, ending months-long strike threat — resentment over deal has slowed down Samsung foundry division

The agreement allocates 10.5% of Samsung's semiconductor division operating profit as stock-based bonuses.

Bangkok Post

Samsung union approves deal for massive bonuses

Thousands of workers eligible for B12 million each from huge AI profits

Euronews

Memory chip giants SK Hynix and Micron cross $1tn valuation amid AI mania

South Korea's SK Hynix and US chipmaker Micron both surpassed $1 trillion (€860bn) in market capitalisation within 24 hours of each other. Seoul's KOSPI index also hit an all-time high as AI continues to reshape markets.

PC Gamer

Two memory manufacturers join Samsung in the $1 trillion market cap club, global DRAM revenue is nearing $100,000,000,000, and I'm here with my head in my hands

Insert 'congrats happy for you' meme here.

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