5 articles
Nvidia's Jensen Huang said CoreWeave needs no backstop. A day later its stock fell 12% and the Nasdaq closed its worst week since June on AI debt fears.
China's CXMT says it will ship 4F² DRAM server memory by year-end. It shared no specs, yet Samsung and SK Hynix sank and the Kospi fell 5.46% on October 13.
Nikkei says Apple cut iPhone 18 Pro component orders at least 15% after a $100 price rise caused by AI-fuelled memory costs. Apple has not confirmed the report.
At a June 29 meeting with President Lee Jae Myung, Samsung and SK Group pledged about 4,755 trillion won ($3.11 trillion) for chip fabs, HBM packaging and AI data centers across South Korea.
The US approved Nvidia H200 sales to China's biggest tech companies. China blocked its own firms from buying. Zero chips delivered.
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