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Intel, SK Hynix Shares Jump on Talks to Make Memory Chips in US

SK Hynix is in talks with Intel to make memory chips in the US for the first time, Reuters reported, lifting both companies' shares in premarket trading.

ASML Draws Bullish Long-Dated Call Bets After 14% Monthly Pullback

ASML shares at $1,575 have drawn long-dated bullish call positioning after a 14% monthly drop, backed by a $45 billion backlog.

AI Stocks Fall After Amodei Calls for Development Slowdown

AI-linked stocks fell Monday across Asia, Europe and US premarket after Anthropic chief Dario Amodei called for slower AI development.

Ambarella Targets 10-15% Revenue Growth as Edge AI Demand Widens

Ambarella CEO Fermi Wang told Citi's TMT Conference the chipmaker targets 10-15% revenue growth as edge AI demand widens across security and automotive.

Micron Offers Taiwan Staff Up to 68 Months’ Pay as Strike Looms

Micron told employees on September 11 its Taiwan workers could receive up to 68 months of pay, its largest-ever reward, as a strike threat loomed.

Qualcomm Stock Jumps 10% on $4 Billion Amazon Custom Chip Deal

Qualcomm shares rose about 10% after unveiling a roughly $4 billion custom chip partnership with Amazon for AI data centers, challenging Nvidia's lead.

Micron Holds Third-Lowest Valuation in S&P 500 Despite AI Rally Lead

Micron trades at the third-lowest valuation in the S&P 500 despite leading the AI rally, as investors weigh its shift toward contracted memory revenue.

Broadcom Stock Falls as In-Line Guidance Leaves Investors Wanting More

Broadcom shares dropped after quarterly guidance met analyst estimates but fell short of the higher bar investors had set for its AI business.

Broadcom Stock Falls as Revenue Forecast Disappoints Despite Upbeat Earnings

Broadcom shares dropped on Thursday after a revenue forecast below estimates, extending a year in which the stock has lagged the broader chip rally.

Nvidia Invests $3.5 Billion in MediaTek to Deepen AI Chip Partnership

Nvidia has committed $3.5 billion to MediaTek through convertible bonds, expanding an AI chip partnership between the two semiconductor firms.

Bank of Korea Raises Rate to 3% in Second Straight Hike

The Bank of Korea raised its benchmark rate 25 basis points to 3.0% on Thursday, a second straight hike backed by a chip-led export boom.

CXMT Posts 874% Revenue Surge in First Earnings Since Shanghai Listing

ChangXin Memory Technologies reported first-half revenue of 150.31 billion yuan, up 873.64%, in its first financial results as a listed company.

Marvell Shares Fall 8% as AI Outlook Disappoints Despite 37% Revenue Jump

Marvell shares dropped 8% Friday after its fiscal 2028 outlook underwhelmed, despite 37% revenue growth, as investors questioned timing of a Google AI deal

Nvidia Earnings Beat Fails to Lift Broader Chip Sector This Week

Nvidia posted blockbuster results on August 28, but the wider chip sector closed mixed across the US, Europe and Asia, exposing a narrowing AI trade.

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