Chris Wood’s big warning: The specific risk that will finally trigger the end of AI tradeJefferies strategist Chris Wood believes the AI boom will end not because of a chip glut, but when investors realise hyperscalers cannot ge...
Global Market Today: Asian stocks decline led by tech, oil holds steadyAsian markets saw a dip, led by a pullback in heavyweight chip stocks after a strong rally. US futures remained steady following a volatile...
Chinese chipmaker YMTC plans new factories amid heightened US-Sino trade tensions, sources sayChina has been keen to wean itself from foreign technologies such as semiconductors - a critical sector that the U.S. has sought to limit C...
Sandisk forecasts profit surge, secures supply deal as AI fuels storage demandThe data storage firm forecast fiscal third-quarter revenue with a midpoint of $4.6 billion and adjusted profit with a midpoint of $14 per ...
Trump tariffs on chips and drugs would hit U.S. allies in AsiaU.S. President Donald Trump plans to introduce tariffs on imported computer chips, pharmaceuticals, and steel to encourage domestic manufac...
Kioxia's shares rise in debut, valuing Japan chipmaker at $5.3 billionKioxia, formerly known as Toshiba Memory, was bought for 2 trillion yen in 2018 by a Bain-led consortium from Toshiba after a long and cont...
Japanese chipmaker Kioxia files for IPO; sources say it's targeting DecemberKioxia is the first company to have chosen to operate under new rules in Japan which allow firms to communicate with potential investors in...
Chinese chipmaker YMTC sues Micron alleging patent infringementAccording to the lawsuit, Micron turned to YMTC's patented technology to fend off competition from YMTC and to gain and protect market shar...
Chinese chipmaker YMTC sues Micron alleging patent infringementYMTC filed the lawsuit against Micron and unit Micron Consumer Products Group on Nov. 9 at the U.S. District Court for the Northern Distric...
Chinese chipmaker YMTC sues Micron alleging patent infringementAccording to the lawsuit, Micron turned to YMTC's patented technology to fend off competition from YMTC and to gain and protect market shar...
US stock market: Wall Street ends lower on mixed earnings, robust data"Ironically, while the numbers are strong they exacerbate investor concerns about the Fed staying higher for longer with respect to interes...
S&P 500, Dow muted on slowdown fears; Meta lifts NasdaqThe S&P 500 and Dow traded flat on Monday after manufacturing data raised concerns about an economic slowdown. The Nasdaq was boosted by Me...
Chipmakers see ‘breathtaking’ drop in demand as recession loomsSamsung -- the world’s largest memory chip maker -- reported a 32% dive in operating income, while PC-processor chipmaker AMD said it will ...
Toshiba says now plans to split into two companies instead of threeIts revised plan is still expected, however, to face much pushback from foreign hedge funds, many of whom have been opposed to any kind of ...
Japan shares rise as IT sector shines on bright semiconductor outlookSentiment in Japan brightened after the Bank of Japan's tankan survey showed business sentiment has returned to where it was before the ons...
Intel reclaims top spot in global semiconductor marketIntel reclaimed top spot in global semiconductor market, moving Samsung to the second position, the research and advisory firm said in a st...
Global semiconductor revenue declined 11.9% in 2019: GartnerWorldwide semiconductor revenue totalled USD 418.3 billion in 2019, down 11.9 per cent from the previous calendar year, according to prelim...