Chipflation: The Memory Shortage Driving Up Smartphone Prices
As Apple prepares to debut new iPhones, a global memory chip crunch is reversing decades of falling prices and making consumer electronics more expensive.
Sep 7, 20262 views
Semiconductors
Nvidia's Record $96.2B Quarter Signals AI Boom, but Bubble Fears Loom
Chip giant hits $4 trillion valuation, guides to $108B revenue, yet investors and analysts question the sustainability of AI's circular economy.
Aug 26, 20264 views
Broadcom in Talks for $60B AI Debt Deal to Fund Anthropic and Chip Expansion
Bloomberg reports a potential financing package with a $30B junior tranche, signaling unprecedented debt-fueled AI infrastructure growth.
Aug 20, 20262 views
Chip Stocks Tumble on AI Spending Fears, Rally Loses Steam
A broad selloff in semiconductor shares erases billions in market value as investors question lofty AI valuations and geopolitical risks mount.
Jul 16, 20263 views
SK Hynix Plunge Deepens as AI Trade Unravels, KOSPI Enters Bear Market
South Korean chipmaker's 20% two-day slide triggers global semiconductor rout, raising fears of a bubble in AI hardware stocks.
Jul 14, 20265 views
OpenAI Unveils Custom AI Chip 'Jalapeño' in Broadcom Deal, Joining Industry Shift Away from Nvidia
The ChatGPT maker's first inference chip marks a strategic move to reduce reliance on Nvidia, as tech giants from Google to SpaceX race to build their own silicon.
Jun 26, 20266 views
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