Samsung and SK Hynix Head for Record $212 Billion Shareholder Payouts
The math of the memory supercycle is now visible in shareholder returns. Samsung Electronics and SK Hynix are on track to pay out a combined $212 billion this year in…
Temasek’s First Direct Stakes in Samsung and SK Hynix Lift Memory Shares
The news hit the Korean market on Friday afternoon: Singapore’s sovereign wealth fund Temasek had completed its first direct investments in Samsung Electronics and SK Hynix. The disclosure, reported by…
SK Square’s Record Profit Becomes Ammunition for AI and Chip Deals
The numbers that SK Square reported on August 14 came from a single source: SK Hynix. The investment holding company of South Korea’s SK Group posted second-quarter profit roughly 13…
Apple Walks a Tightrope Between Washington and Beijing
On the same day last week, two reports described Apple being pulled in opposite directions. The Wall Street Journal reported Friday that the U.S. commerce secretary has pressed Apple not…
Nvidia Plans $3 Billion Stake in SB Energy as OpenAI Guarantee Shrinks
Nvidia’s bet on OpenAI is changing shape. The chip maker is in talks to invest as much as $3 billion in SB Energy, the renewable-power company controlled by SoftBank, according…
Anthropic’s Revenue Surge Sets Up a Fall IPO Story
The documents that reached Bloomberg reporters this week describe a company growing faster than any of its public peers. Anthropic, the artificial-intelligence startup behind the Claude chatbot, told investors in…
Samsung’s First-Half R&D Hits Record 27.3 Trillion Won as Memory Boom Funds Expansion
The regulatory filing, published Aug. 14, is a snapshot of a company reinvesting every advantage it has: Samsung Electronics spent 27.3 trillion won, about $19 billion, on research and development…
Applied Materials Posts Record $9.12 Billion Revenue, Shares Fall Anyway
Applied Materials reported record quarterly revenue of $9.12 billion on Aug. 13 after the market closed, beat Wall Street’s expectations for the current quarter, and described demand from AI chip…
‘Big Short’ Investor Eisman Warns AI Boom Rests on Two Private Companies
Steve Eisman made his name betting against subprime mortgages before the 2008 financial crisis, a trade chronicled in the book and film “The Big Short.” On Aug. 13, he turned…
Microsoft Retires Copilot Features and Mascot in a Rare Product Retreat
The mascot had a ten-month run: a round, purple creature named Mico that Microsoft introduced to give its AI assistant a face. On Aug. 13, the company said Mico is…
