What we learned from the world’s top producers

The world’s top memory chip makers made plenty of headlines this week, capped by Micron delivering one of the strongest earnings reports of this artificial intelligence cycle. Micron posted revenue and earnings miles ahead of already high expectations, and guidance pointing to roughly 80% gross margins next quarter. And yet the stock sank. The market…

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Qatar attack, semiconductor supply chain, LNG, helium

Images of mobile devices at the Taiwan Semiconductor Manufacturing Co. (TSMC) Museum of Innovation in Hsinchu, on Tuesday, Jan. 11, 2022. I-Hwa Cheng | Bloomberg | Getty Images Asian technology stocks fell on Thursday as Iran’s latest attacks on Qatar’s Ras Laffan Industrial City and a surge in oil prices rattled investor sentiment, amplifying concerns…

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Qualcomm issues dire memory shortage warning

Qualcomm CEO Cristiano Amon delivers a keynote speech at Computex in Taipei, Taiwan May 19, 2025. Ann Wang | Reuters Qualcomm shares plunged 10% after the chipmaker issued disappointing guidance as skyrocketing demand for artificial intelligence data centers eats away at memory chip supply for consumer electronics. On an earnings call with analysts, Qualcomm CEO…

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Samsung profit triples, beating estimates as AI chip demand fuels memory shortage

Headquarters of Samsung in Mountain View, California, on October 28, 2018. Smith Collection/gado | Archive Photos | Getty Images Samsung Electronics reported an over threefold surge in fourth-quarter profits on Thursday, hitting a new record and beating analysts’ estimates, as a memory chip shortage and strong demand for artificial intelligence servers lifted earnings. Here are…

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