AI mania has lifted global markets to record highs, but fears are growing of a speculative bubble and looming power constraints.
Browsing: Micron Technology
SK Hynix has topped $1-trillion in market value, a day after rival Micron Technology achieved the same milestone.
Vodacom Group Shameel Joosub has warned of severe upward pressure on device prices as the RAM crisis intensifies.
Signs are piling up that the tech downturn may be deeper and longer-lasting than feared.
Global technology stocks are treading on shaky ground despite last week’s rally, as chip makers signal more trouble may be ahead.
Samsung Electronics is warning that the semiconductor industry could be in for a rocky close to 2022.
Mounting concern over semiconductor demand is sending shudders through Asia’s high-tech exporters, which historically serve as a bellwether for the international economy.
Even in an industry famous for its roller-coaster cycles, chip makers are bracing for a particularly severe shift in coming months.
China’s top leadership has grown increasingly frustrated with a years-long failure to develop semiconductors that can replace US circuitry.
The accumulation of inventory by chip makers has usually been a sign of impending doom for the industry. It could be happening again.