Tuesday, 3 Nov 2026

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Industry & Markets

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automotive chipsDenso

Denso counts memory costs in an auto parts income statement

Japan's largest parts supplier says memory alone took a bite out of half-year profit, and it wants customers to help pay.

November 2, 2026

Altman returns to Seoul chasing memory and money at once

November 2, 2026

A Korean broker sees memory prices leaping again in 2027

November 2, 2026
AI demandmemory chips

Korean chip shipments hit a record as AI rewrites trade books

November 2, 2026
AI infrastructure spendingBroadcom

Meta’s fundraising spree turns chip buyers into shareholders

October 31, 2026
Advanced PackagingAUO

A display maker sells a factory shell to the packaging bottleneck

October 30, 2026
AI networkingLumentum

An optics target worth a third of its suitor tests deal arithmetic

October 30, 2026
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