Micron surges as AI memory boom boosts chipmakers; memory tightness and AI demand keep MICRON in headlines. American memory chip pioneer, founded 1978.
Nvidia CEO Jensen Huang has joined President Trumps delegation to China and has been pictured in Beijing; the trip has been focusing on trade, AI export controls and Iran. China has not approved any purchases of Nvidias H200 chips and is continuing to push domestic chip development while U.S. export controls remain in place.
Samsung Electronics’ memory-chip division has reached a profit-sharing agreement with its unions, with 74% of around 62,000 voters backing the deal. The plan allocates 10.5% of operating profits to chip workers as special bonuses, averting a potential strike and underscoring the AI-driven surge in memory-chip profits amid a broader tech rally.
The AI-driven memory-chip rally has continued this week. SK Hynix and Samsung Electronics have joined trillion-dollar valuations while the broader Kospi shows renewed volatility amid global AI market enthusiasm and new IPO chatter.
Chip shares have slumped in several sessions after Broadcom’s earnings miss and a hot jobs report crushed hopes for rate cuts in 2026. The VanEck Semiconductor ETF has fallen about 10% in five days as AI-driven bets weigh on stock prices and investors rethink exposure.
Global chip shares have declined in recent sessions, denting tech stocks amid higher-for-longer inflation bets. SpaceX’s looming IPO and mega-cap listings are shaping flows, while investors brace for further volatility as inflation data and policy paths weigh on sentiment.
The Trump administration has announced a deal in which Intel will design and build chips for Apple in the United States. The move is framed as strengthening domestic manufacturing and reducing reliance on overseas supply chains. Apple’s chip supply and Intel’s revival are central to evolving U.S. tech policy and market expectations.
Apple has warned that rising memory and storage prices driven by surging AI data‑centre demand have become "unsustainable" and that price increases on some products are unavoidable; the warning has pushed memory stocks higher and intensified scrutiny on companies such as Micron, which is reporting quarterly results this week.
Global tech shares rebound as major indices recover from the previous session's sell-off. South Korea's Kospi leads gains after a steep drop, with Samsung Electronics and SK Hynix rallying, while other markets show mixed performance as investors reassess AI-driven valuations.
Markets have shifted as major tech and AI-linked stocks retreat from recent highs. Investors are reassessing costs, demand, and the sustainability of AI-enabled growth amid mixed signals from chipmakers and platforms.