Citi believes that regardless of the U.S. government's approval outcome, Apple's move has redefined CXMT from a "domestic alternative" into the "world's fourth-largest trusted DRAM manufacturer." Moreover, this "vote of confidence" is rippling through the supply chain, potentially leading to a valuation reassessment in the packaging, testing, and equipment sectors.

Citi Warns Upside Potential in the Second Half of the Year Is Narrowing

The Fed Chair might be quietly setting the stage for consecutive rate cuts in September and October, perfectly timed to land right before the midterm elections.

People have yet to grasp the scale of the AI cycle.

U.S. Permanent Representative to the UN: Iran must choose either responsibility or destruction.

Memory chips take center stage, looking back to accuse "certain customers of suppressing prices during the industry downturn."

High-quality in-depth analysis articles and a catch-up on the week's hot topics.

Cryptocurrency will not only survive but will become a massive industry.

Future AI revenue boosts valuation, but near-term phone and cost pressures come first

When capital trades around the same set of expectations, SK Hynix is becoming a "thermometer" for global AI sentiment.

The great rout of old-guard stocks.

Perhaps the best time for a place is precisely when it begins to show you the door.

As AI bills begin to be passed on to consumers, a new round of inflation may be spreading across the United States. Economists warn that, unlike tariff hikes or oil price shocks, the impact of AI on demand could persist for years.

The foundry and server CPU businesses are indeed growth highlights, but these opportunities have already been priced in by the market.

Analyst Harlan Sur notes this marks Micron’s shift from a cyclical commodity supplier to a long-term vendor with multi-year contract protection and downside hedging for both revenue and profits. Wall Street’s major banks have collectively raised their target prices.

South Korea's stock market is witnessing a rare tug-of-war over capital: foreign investors have recorded a net outflow of nearly $95 billion this year, on track to set a record for a single Asian market, while retail investors have absorbed the selling with $80 billion in purchases.