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Cisco's 9% plunge despite record earnings, driven by soaring memory chip costs, dragged the Dow while chipmakers like SK Hynix, Micron and SanDisk surged, lifting the Nasdaq. Goldman Sachs gains offs…
AI-driven HBM/DRAM memory shortage boosts chipmaker margins and pricing power (NVDA, AMD, Micron, SK Hynix, Samsung), while squeezing downstream automakers and device makers with higher costs through…
Despite posting record revenue, Micron Technology stock has plummeted due to concerns that expensive AI infrastructure spending is becoming unsustainable. Major tech companies like Microsoft and Amaz…
Samsung's chip profit surged 250-fold with multi-year supply deals signed, forecasting shortages into 2028. However, Samsung and SK Hynix shares fell amid broader investor concerns over AI infrastruc…
Qualcomm plans double-digit price hikes on components starting September due to rising supplier costs amid memory chip shortages, as investment shifts to AI infrastructure. Shares dipped over 1%.