Financial Markets

AI's Insatiable Hunger: How the Chip Boom is Propelling Samsung to Record Profits and Reshaping the Tech Landscape

AI

AI's Insatiable Hunger: How the Chip Boom is Propelling Samsung to Record Profits and Reshaping the Tech Landscape

The relentless ascent of artificial intelligence (AI) is sending powerful ripple effects throughout the global technology sector, creating unprecedented demand for specialized hardware and, surprisingly, revitalizing the market for commodity chips. This surging demand, particularly for High-Bandwidth Memory (HBM) and conventional DRAM, is now poised to deliver a significant windfall

By MarketMinute
Renesas Explores $2 Billion Sale of Timing Unit: A Strategic Pivot in the AI-Driven Semiconductor Landscape

Renesas

Renesas Explores $2 Billion Sale of Timing Unit: A Strategic Pivot in the AI-Driven Semiconductor Landscape

Renesas Electronics Corp. (TYO: 6723) is reportedly exploring the divestment of its timing unit in a deal estimated at approximately $2 billion. This strategic maneuver, confirmed on October 14, 2025, signals a significant realignment within the critical semiconductor industry, with profound implications for the burgeoning artificial intelligence (AI) hardware supply

By MarketMinute