Semiconductor & Memory Markets
Supply dynamics, pricing cycles, and earnings trends in semiconductor and memory chip industries affecting technology sector valuations and AI infrastructure costs.
14 events across this topic and its sub-topics
Latest in Semiconductor & Memory Markets· Oct 22
Nvidia's CEO rejected forecasts of memory oversupply through 2029, arguing AI infrastructure demand will absorb supply and sustain chipmaker margins. The claim contradicts analyst expectations of a glut and, if accurate, removes a traditional brake on semiconductor capital spending and pricing power. Separately, U.S. tech firms are building data centers and manufacturing facilities across drought-affected Spanish regions, signaling heavy capital deployment to expand European cloud and AI capacity at the cost of local land use and power demand.
- Single sourceabout 16 hours ago
Nvidia CEO sees no memory oversupply risk through 2029
Nvidia CEO Jensen Huang dismisses concerns about memory oversupply by 2029, signaling confidence in sustained AI demand.
CNBC
- Single sourceabout 20 hours ago
U.S. tech firms build data centers in drought-hit Spanish region
Big Tech companies are reshaping Spain's physical landscape through infrastructure expansion.
NPR
- Single sourceMARKET SHOCK ↓3 days ago
Google cloud outage knocks UK courts, major banks offline
Google Cloud outage disrupts UK courts, banks, and millions of users; cloud infrastructure reliability questioned.
The Guardian
- Single source7 days ago
Tau Robotics humanoids attempt household chores in demonstration
MarketWatch tests two humanoid robots capable of household tasks like dishwasher loading, exploring commercial viability of domestic robotics.
MarketWatch
- Single sourceMARKET SHOCK ↓8 days ago
Military forces target data centers across Ukraine, Russia and Middle East conflicts
Data centers in Ukraine, Russia, and Middle East face military targeting, disrupting cloud and AI infrastructure.
The New York Times
SPONSORED
- Single source8 days ago
Memory chip makers tumble on China concerns and looming capacity glut
Memory chip stocks fall on China competition and anticipated 2029 oversupply concerns.
CNBC
- Single source8 days ago
SK Hynix stock drops sharply as Asian tech sector faces broader pressure
SK Hynix shares fall 10% as Asia tech stocks decline on Fed rate hike concerns and AI funding uncertainty.
CNBC
- Single source9 days ago
Uber launches autonomous vehicle trial in Manchester
Uber has started testing self-driving robotaxis on Manchester streets using technology from partners Pony and Verne, marking its initial UK expansion effort.
The Guardian
- Reported by 2 outletsMARKET SHOCK ↓10 days ago
Chinese memory chipmaker's design advances spark worldwide market selloff
A Chinese chipmaker's actions or status triggered a sharp global stock decline.
CNBC · MarketWatch
- Single source17 days ago
Disk drive makers' stocks recover as experts minimize Toshiba competition concerns
Shares of major hard drive manufacturers rebounded after analysts said Toshiba would struggle to match rivals even if it expanded production.
MarketWatch
SPONSORED
- Single source22 days ago
CNBC lifts Micron valuation estimate on robust earnings and outlook
CNBC raises Micron price target following strong quarterly results and forward guidance.
CNBC
- Single source29 days ago
Capital flows into brain-computer interface startups as wealthy backers enter sector
Investors are placing bets on brain-computer interface devices, signaling capital flow into the emerging neurotechnology sector.
The New York Times
- Single sourceabout 1 month ago
Data centres explore optical technology to lower energy demands
BBC News explores whether light-speed technology could reduce power consumption at data centres.
BBC News
- Single sourceabout 1 month ago
Simulated training environments cut robot development expenses and speed deployment
Robots are being trained in virtual environments, reducing real-world development costs and accelerating deployment timelines.
BBC News