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27.06.26 - 22:57
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Apple Wants To Buy Memory From China As Soaring Chip Prices Spark Inflation Shock (ZeroHedge)
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Apple Wants To Buy Memory From China As Soaring Chip Prices Spark Inflation Shock
Last Thursday, in the aftermath of Apple's biggest one day plunge since Liberation Day, and second biggest single-day drop ever...
.... when the company lost over a quarter trillion dollars in market cap after the company's unprecedented price increase announcement which for some products was as much as 50% as Apple decided to pass on soaring component costs to consumers, following similar moves from other consumer electronics companies....
... and which Apple blamed on "unsustainable" prices by the memory cartel - namely SK Hynix, Samsung, Micron and Sandisk - who have been flooded with unprecedented demand from hyperscalers (freshly funded with hundreds of billions in newly-issued investment grade debt) we predicted that "China's memory makers are waiting by the phone" for a disgruntled Tim Cook to call, demanding bulk, cheaper RAM.
*APPLE SHARES CLOSE DOWN 6.1% IN BIGGEST DROP SINC...
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27.06.26 - 15:30
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Apple Wants to Buy Blacklisted Chinese Memory. Micron Has Nothing to Worry About (24/7 Wall St.)
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The AI boom has transformed one of the semiconductor industry's most cyclical businesses into one of its tightest markets. Memory chips, once plagued by oversupply and collapsing prices, have become one of the biggest bottlenecks for AI infrastructure. That shortage has helped lift Micron Technology (NASDAQ:MU), Samsung Electronics, and SK hynix to record profitability as ... Apple Wants to Buy Blacklisted Chinese Memory. Micron Has Nothing to Worry About...
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26.06.26 - 16:18
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Wie ein Schweizer Tüftler Europas KI-Lücke schließen will (Börsen-Zeitung)
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Evangelos Eleftheriou ist Spezialist für Magnetspeichertechnologie. Mit seinem Unternehmen Axelera bietet er Chips, die das Angebot der Branchenriesen wie Samsung und Micron ergänzen. Das ist für die Unabhängigkeit Europas von Bedeutung – und wird nun womöglich mit dem Europäischen Erfinderpreis belohnt....
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26.06.26 - 15:57
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Futures Drop, Chips Resume Slide As OpenAI IPO Delay Dents Sentiment (ZeroHedge)
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Futures Drop, Chips Resume Slide As OpenAI IPO Delay Dents Sentiment
Futures point to a lower start for cash trading on the last day of the week, as tech stocks dragged global indexes lower following renewed selling in chipmakers, while a report that OpenAI could postpone plans to go public also weighed on sentiment. The volatility reflects a valuation test, profit‑taking and flow-driven positioning, according to Christian Stocker, equity strategist at UniCredit, who suggests it's a “temporary correction within a still-intact long-term AI growth trend.” As of 8:00am ET, Nasdaq 100 futures slid 1.1%, while those on the S&P 500 fell 0.4%. In premarket trading, semiconductor names, including Micron and optical stocks were broadly lower following news of OpenAI's IPO delay; the "chip paying" hyperscalers showing moderate gains as the equilibrium seems to shift away from chip stocks. A selloff in Korean chip giants Samsung Electronics and SK Hynix triggered a second trading su...
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26.06.26 - 13:30
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Global Stocks Fall as Tech Volatility Weighs | Bloomberg Brief 6/26/2026 (Bloomberg)
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US equity futures drag following a selloff in memory giants including Samsung and SK Hynix as Apple's price increase announcement stoke AI cost concerns. Oil extends decline as traffic flows without major disruption in the Strait of Hormuz following a ship attack. Priya Misra of JPMorgan Asset Management discusses the market adjustment on bets for the Fed's rate hikes. (Source: Bloomberg)...
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26.06.26 - 06:36
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Samsung′s reported US$648 billion plan shifts focus to South Korea′s chip belt (Digitimes)
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Samsung Group is expected to announce a domestic investment plan worth more than KRW1,000 trillion (approx. US$648 billion) on June 29, when South Korean President Lee Jae-myung chairs a public briefing at the presidential office in Seoul on what his administration is calling the country's "three mega-projects for a great leap forward," Maeil Business Newspaper reported....
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