Reported Earlier, Trump Administration Weighing New Round Of Sweeping Tariffs On Semiconductors - Politico Exclusive
https://www.politico.com/news/2026/08/27/data-centers-chips-tariffs-threat-01050957
Read original at benzingaStocks · News reference
SK Hynix and Samsung jumped more than 7% after a report that Singapore's Temasek plans direct stakes, lifting Micron, Sandisk and Seagate in US trading.
Reference details
Poisar stores the source's headline, summary and market tags for reference. Reporting and full article text remain with the original publisher.
Keep reading
https://www.politico.com/news/2026/08/27/data-centers-chips-tariffs-threat-01050957
Read original at benzingaMicron CEO Sanjay Mehrotra states that AI infrastructure demand has fundamentally changed the memory industry from cyclical to structural growth. Data center memory demand exceeds supply by 50%, with additional demand from autonomous vehicles and edge AI devices. Recent memory stock sell-offs present attractive buying opportunities as the sector is poised for long-term growth.
Read original at the-motley-foolQQQ attracted $3.67 billion in ETF inflows while SPY saw $3.82 billion in outflows, as semiconductor ETFs also drew strong investor demand.
Read original at benzingaMicron Technology stock declined on Thursday amid profit-taking, Nvidia's margin disclosures, and potential U.S. chip tariffs.
Read original at benzingaIf Nvidia were to reach that level from its current price of around $226, its market capitalization would climb to about $12.5 trillion.
Read original at benzingaNvidia AI buildout is expensive. Memory prices will drive gross margins to 71%–72% in Q4, the first major margin decline of the AI cycle.
Read original at benzinga