TradingKey - Since 2026, with the continuous expansion of AI servers, high-bandwidth computing, and data centers, global memory market demand has exploded once again. Demand for DRAM, NAND, and HBM memory has surged, driving up prices, as capital expenditure among tech giants gradually recovers. Micron (MU) As a beneficiary, its share price has climbed 28% year-to-date (as of the March 12 close). ...
TradingKey - Since 2026, with the continuous expansion of AI servers, high-bandwidth computing, and data centers, global memory market demand has exploded once again. Demand for DRAM, NAND, and HBM memory has surged, driving up prices, as capital expenditure among tech giants gradually recovers. Micron (MU) As a beneficiary, its share price has climbed 28% year-to-date (as of the March 12 close). As Taiwan's largest foreign investor, Micron has been steadily expanding its industrial footprint in Taiwan. From 2024 to 2025, it acquired AUO's Tainan plant, the Houli plant of AUO subsidiary AUO Crystal, and Glory Innovation's Taichung plant to scale up HBM capacity. Earlier this year, Micron further expanded its investment in Taiwan, planning to acquire PSMC's Tongluo plant for $1.8 billion to satisfy robust HBM demand from AI data centers. As Micron positions Taiwan as its DRAM Center of Excellence and shifts its HBM production focus there, will Taiwan's semiconductor industry reap the rewards? In the wake of the 2026 tariff aftermath, why is Micron acquiring PSMC facilities rather than divesting? This article offers an in-depth analysis of Micron's strategic ties with TSMC and PSMC, while listing the Taiwanese semiconductor supply chain companies set to benefit. What does Micron Technology do? Micron Technology was founded in 1978, with its core business in memory. Notably, Micron is one of the few semiconductor companies capable of mass-producing the three major memory technologies—DRAM, NAND Flash, and NOR Flash—simultaneously, though it currently focuses its R&D on HBM3E and HBM4. HBM stands for High Bandwidth Memory. While traditional DRAM places memory chips flat on a printed circuit board, HBM vertically stacks multiple layers of DRAM chips to enhance transmission efficiency, lower power consumption, and reduce physical size. Micron began operating in Taiwan in 1994 and has maintained a presence there for over 31 years. With cumulative investments surpassing NT$...
From oil briefly crossing $100 a barrel to some of the largest swings in the major indexes in months, some investors may be feeling a bit queasy aboard the 2026 topsy-turvy stock market roller coaster. Generating passive income from stocks is a great way to offset some of the headaches that can come with market volatility. Here are three high-yield dividend stocks for investors to build a passive ...
From oil briefly crossing $100 a barrel to some of the largest swings in the major indexes in months, some investors may be feeling a bit queasy aboard the 2026 topsy-turvy stock market roller coaster. Generating passive income from stocks is a great way to offset some of the headaches that can come with market volatility. Here are three high-yield dividend stocks for investors to build a passive income portfolio around in March. 1. Chevron Chevron (CVX +0.00%) is hovering around an all-time high and knocking on the door of $200 a share. But it remains one of the best oil and gas stocks to buy. Chevron checks all the boxes of an energy stock to build a portfolio around. It has 39 consecutive years of boosting its payout and a high yield of 3.8%. It has upside potential from higher oil prices but also protects against downside risk because it can fund its operations, capital expenditures, and dividend expenses below $50 per Brent crude oil barrel. For context, Brent averaged $69.14 in 2025 and is just under $90 per barrel at the time of this writing. Expand NYSE : CVX Chevron Today's Change ( 0.00 %) $ 0.00 Current Price $ 196.97 Key Data Points Market Cap $393B Day's Range $ 194.71 - $ 197.62 52wk Range $ 132.04 - $ 198.88 Volume 449K Avg Vol 12M Gross Margin 14.66 % Dividend Yield 3.51 % 2. UPS After a hot start to the year, United Parcel Service (UPS 0.69%) has sold off in recent weeks due to skyrocketing oil prices -- which raise package delivery costs. UPS is up just over 2% in the last decade compared to a 242.5% gain in the S&P 500 (^GSPC 0.61%). But UPS could soon turn a corner. The company is undergoing a multiyear turnaround to improve its margins -- including slashing its dependence on low-margin Amazon package deliveries. UPS is streamlining its supply chain and processing network, emphasizing higher-margin deliveries from small and medium-sized businesses (SMBs) and temperature- and time-sensitive healthcare deliveries. In its latest quarter, SMBs made u...
The BBC has spoken to more than 20 residents, some of whom have lived in Dubai for decades and others who arrived more recently. Most say they are shocked by the events of recent days. But nearly all say they have no plans to leave.
The BBC has spoken to more than 20 residents, some of whom have lived in Dubai for decades and others who arrived more recently. Most say they are shocked by the events of recent days. But nearly all say they have no plans to leave.
Central to the case are questions of whether Kaley had an addiction to social media and whether social media companies designed their platforms to be addictive. If they did, the jury will need to decide what the companies owe to young people like Kaley who may have been harmed because of those designs.
Central to the case are questions of whether Kaley had an addiction to social media and whether social media companies designed their platforms to be addictive. If they did, the jury will need to decide what the companies owe to young people like Kaley who may have been harmed because of those designs.
Whether the conflict is "protracted" remains to be seen. But it is the most significant military operation under Trump to date. At least 13 Americans have been killed so far, including six killed in a plane crash in Iraq on Thursday. There have been casualties across Israel and Gulf countries. Hundreds of people have been killed in Lebanon as Israel exchanges fire with Hezbollah, and Iran has repo...
Whether the conflict is "protracted" remains to be seen. But it is the most significant military operation under Trump to date. At least 13 Americans have been killed so far, including six killed in a plane crash in Iraq on Thursday. There have been casualties across Israel and Gulf countries. Hundreds of people have been killed in Lebanon as Israel exchanges fire with Hezbollah, and Iran has reported that more than 1,300 people have been killed.
The US Commerce Department has pulled a draft regulation that would have restricted exports of artificial intelligence chips to anywhere in the world without US approval, according to an electronic notification posted on a government website. The Office of Management and Budget’s website changed on Friday to say that an interagency review process for the rule had concluded and that the measure had...
The US Commerce Department has pulled a draft regulation that would have restricted exports of artificial intelligence chips to anywhere in the world without US approval, according to an electronic notification posted on a government website. The Office of Management and Budget’s website changed on Friday to say that an interagency review process for the rule had concluded and that the measure had been withdrawn, without providing other details. A Trump administration official said late Friday that the now-withdrawn rule was a draft and that any discussions regarding the proposal were preliminary. Reuters reported on the withdrawal earlier Friday. The draft rule was previously reported by Bloomberg News, with the caveat that it could change substantially or be shelved entirely. It had marked the Trump administration’s most substantive step toward a global chip export strategy after scrapping the regulatory approach it inherited from the Biden administration last year. In response to the Bloomberg report, the Commerce Department said last week that “we will not” return to the previous administration’s AI diffusion framework, which it called “burdensome, overreaching and disastrous.” The now-abandoned Trump administration proposal would have carved out a significant role for the Commerce Department’s licensing office to conduct case-by-case reviews of AI chip exports from Nvidia Corp. and Advanced Micro Devices Inc. Approvals would have been contingent on a range of factors, including government-to-government agreements and how much computing power each end user was seeking, Bloomberg reported.
In the lead up to the Tumbler Ridge school shooting in Canada last month, 18-year-old Jesse Van Rootselaar spoke to ChatGPT about her feelings of isolation and an increasing obsession with violence, according to court filings. The chatbot allegedly validated Van Rootselaar’s feelings and then helped her plan her attack, telling her which weapons to use and sharing precedents from other mass casual...
In the lead up to the Tumbler Ridge school shooting in Canada last month, 18-year-old Jesse Van Rootselaar spoke to ChatGPT about her feelings of isolation and an increasing obsession with violence, according to court filings. The chatbot allegedly validated Van Rootselaar’s feelings and then helped her plan her attack, telling her which weapons to use and sharing precedents from other mass casualty events, per the filings. She went on to kill her mother, her 11-year-old brother, five students, and an education assistant, before turning the gun on herself. Before Jonathan Gavalas, 36, died by suicide last October, he got close to carrying out a multi-fatality attack. Across weeks of conversation, Google’s Gemini allegedly convinced Gavalas that it was his sentient “AI wife,” sending him on a series of real-world missions to evade federal agents it told him were pursuing him. One such mission instructed Gavalas to stage a “catastrophic incident” that would have involved eliminating any witnesses, according to a recently filed lawsuit. Last May, a 16-year-old in Finland allegedly spent months using ChatGPT to write a detailed misogynistic manifesto and develop a plan that led to him stabbing three female classmates. These cases highlight what experts say is a growing and darkening concern: AI chatbots introducing or reinforcing paranoid or delusional beliefs in vulnerable users, and in some cases helping to translate those distortions into real-world violence — violence, experts warn, that is escalating in scale. “We’re going to see so many other cases soon involving mass casualty events,” Jay Edelson, the lawyer leading the Gavalas case, told TechCrunch. Edelson also represents the family of Adam Raine, the 16-year-old who was allegedly coached by ChatGPT into suicide last year. Edelson says his law firm receives one “serious inquiry a day” from someone who has lost a family member to AI-induced delusions or is experiencing severe mental health issues of their own. W...
For years, the West’s answer to Chinese dominance of critical minerals was to rally around Washington. Now, some of its most important allies are reaching a different conclusion: that depending too heavily on the United States carries its own risks. Japan , France and Canada have all been exploring how to build supply chains for rare earths and other critical minerals that answer to neither Beijin...
For years, the West’s answer to Chinese dominance of critical minerals was to rally around Washington. Now, some of its most important allies are reaching a different conclusion: that depending too heavily on the United States carries its own risks. Japan , France and Canada have all been exploring how to build supply chains for rare earths and other critical minerals that answer to neither Beijing nor Washington. Senior officials from the three Group of Seven economies are working on alternatives to a US-led trade framework, according to a Reuters report from March 6, as part of what analysts call an emerging architecture of “minilateral” arrangements that are modest in scope but collectively designed to dilute geopolitical exposure. Advertisement The options under discussion include import quotas on certain rare earths, subsidies to help mining companies shift production out of China, and a Canada-led initiative to develop a reliable critical minerals network untethered from any single superpower. Blocks with symbols and atomic numbers of rare earth elements seen against a Chinese flag. Photo: Reuters Speaking on the sidelines of a recent mining conference in Toronto, Hiroyuki Hatada, director of the Americas Division at Japan’s Ministry of Economy, Trade and Industry, said one approach would be to subsidise Western mining projects until they could compete commercially with Chinese producers – an acknowledgement of how steep that climb would be. Advertisement The strategic logic is not difficult to follow. China controls more than 90 per cent of global production for rare earths, which are essential for everything from mobile phones to electric vehicles and hi-tech weapons systems.
Fast-growing companies whose revenue and earnings increase at a faster pace than the broader market can help investors generate market-beating returns. These high-growth companies can achieve impressive growth rates for a variety of reasons, including launching competitive products, dominating lucrative markets, expanding into new areas, or creating new markets. Nvidia (NVDA 1.58%) is one such hig...
Fast-growing companies whose revenue and earnings increase at a faster pace than the broader market can help investors generate market-beating returns. These high-growth companies can achieve impressive growth rates for a variety of reasons, including launching competitive products, dominating lucrative markets, expanding into new areas, or creating new markets. Nvidia (NVDA 1.58%) is one such high-growth company that has been in impeccable form on the stock market in recent years. Its terrific returns have been fueled by its dominant stature in the artificial intelligence (AI) chip market. What's more, Nvidia is trading at a really attractive valuation even after rising an incredible 655% over the past three years. In fact, it may be the smartest growth stock to buy right now if you have just $200 in investible cash. Let's look at the reasons why. Nvidia's market-beating growth is set to continue Nvidia recently released fiscal 2026 fourth-quarter results (for the period ending Jan. 25, 2026). Its annual revenue increased by 65%, while adjusted earnings were up by 60%. The company's guidance makes it clear that it is poised to grow at a faster pace in fiscal 2027. Expand NASDAQ : NVDA Nvidia Today's Change ( -1.58 %) $ -2.89 Current Price $ 180.25 Key Data Points Market Cap $4.5T Day's Range $ 179.94 - $ 186.09 52wk Range $ 86.62 - $ 212.19 Volume 161M Avg Vol 176M Gross Margin 71.07 % Dividend Yield 0.03 % Nvidia's $78 billion revenue guidance for the current quarter points toward a potential jump of almost 77% over the year-ago period's reading. The company is also anticipating an increase of 3.7 percentage points in its non-GAAP gross margin, indicating that its earnings growth is likely to accelerate as well. The company's improving growth profile can be attributed to persistent investments in AI infrastructure, such as data centers, with major hyperscalers buying billions of dollars' worth of Nvidia's chips to run AI workloads in the cloud. Importantly, Nvidia...
Food crops are becoming increasingly vulnerable to the energy supply crunch caused by war in the Middle East, with farmers across Asia and Europe facing a scarcity of fuel needed to operate essential machinery. Australian grain growers are facing fuel delivery cutbacks ahead of the planting season. In Bangladesh, some rice farmers cannot secure diesel to power irrigation pumps, while fishermen in ...
Food crops are becoming increasingly vulnerable to the energy supply crunch caused by war in the Middle East, with farmers across Asia and Europe facing a scarcity of fuel needed to operate essential machinery. Australian grain growers are facing fuel delivery cutbacks ahead of the planting season. In Bangladesh, some rice farmers cannot secure diesel to power irrigation pumps, while fishermen in the Philippines may soon need to keep their boats ashore. A prolonged supply crunch will drive up food bills and play into global concerns about inflation arising from the conflict. “As soon as we get cracking, every tractor and piece of machinery will be running, busy — and guzzling diesel,” said Richard Heady, a farmer in Buckinghamshire in the UK. “By mid-spring, we’ll exhaust what we’ve got and have to bite the bullet and pay whatever the going rate is — if we can get hold of it.” Two weeks into the US-Israeli war with Iran, flows of crude oil, liquefied natural gas and fertilizer have been choked by attacks on energy infrastructure across the Middle East and the effective closure of the Strait of Hormuz. Farmers are paying more for crop nutrients while – for some – access to a major export market has been cut off. Now, the fuel crunch is adding another major hurdle. Modern agriculture is an energy-intensive industry, relying on large amounts of fuel to power machinery used for sowing, harvesting and tending to livestock in sprawling pastures. Without this supply, farming calendars honed over generations could easily be disrupted. If farmers can’t get enough diesel, sowing could be delayed or reduced. Mature crops left in the ground would deteriorate, while the cost of processing and transporting produce after harvest would also increase. “We don’t necessarily see this as a flash in the pan,” said Paul Joules , a farm-input analyst with Rabobank in Sydney. “There will be longer-term inflation issues on the input side, and obviously that can eventually be passed on to th...
PRO Stryker Confirms Cybersecurity Incident Disrupting Microsoft Environment; Systems Access Limited As Investigation And Restoration Efforts Continue stems of the Company that has resulted in a global disruption to the Company's Microsoft environment. Upon detection, the Company activated its cybersecurity response plan and launched an investigation internally with
PRO Stryker Confirms Cybersecurity Incident Disrupting Microsoft Environment; Systems Access Limited As Investigation And Restoration Efforts Continue stems of the Company that has resulted in a global disruption to the Company's Microsoft environment. Upon detection, the Company activated its cybersecurity response plan and launched an investigation internally with