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AI CHIP BOOM
Global Market: ASML's AI-fuelled rally raises prospects of becoming Europe's first trillion-dollar companyThe artificial intelligence boom has propelled Dutch chip equipment maker ASML to become Europe's most valuable listed technology company, ...- Could AI chip boom make ASML Europe's first trillion-dollar firm?After blowout second quarter earnings, investors and analysts are asking a once far-fetched question: could ASML become Europe's first ever...
- Samsung cuts US jobs, offers relocations ahead of HQ moveSamsung Electronics has reduced jobs in its United States consumer electronics divisions. Many workers in New Jersey and Texas were affecte...
- Is the AI stock boom losing steam after the latest chip selloff?Asian technology stocks tumbled on Friday after a sharp overnight selloff in U.S. semiconductor shares rattled investor confidence in the a...
- Global Market: AI chip rally faces valuation test as investors rotate towards hyperscalersAI chipmaker stock rallies are losing momentum as investors reassess valuations. Hyperscaler capital expenditure growth is projected to slo...
- Among AI crowd, some investors position for slower hyperscaler spending growthFor most of the past two years, the opposite trade prevailed: investors piled into semiconductor and infrastructure companies on the assump...
- TSMC pledges another $100 billion for US chip expansionTaiwan Semiconductor Manufacturing Company announced a significant new investment. The company plans to spend an additional one hundred bil...
- Micron signs deals with Qualcomm, others for AI-powered automobile chip componentsThe agreements come as the industry races to expand manufacturing capacity to meet the booming demand for memory chips due to the rapid a...
- US probes Samsung for alleged infringement of Netlist's memory-chip patentsUS trade regulators have launched a probe into Samsung memory chips. This investigation follows a complaint alleging patent infringement by...
- Global Market: TSMC to invest additional $100 billion in Arizona, raises capex on booming AI demandTSMC will invest an additional one hundred billion dollars in Arizona facilities. This expansion underscores strong confidence in future ar...
- TSMC to invest another $100 billion in US as Q2 profit blows past forecastsTSMC will invest an additional $100 billion in Arizona, expecting robust AI demand. The company raised its capital spending forecast signif...
- Global Market: TSMC likely to post record Q2 profit as AI chip demand powers growthTaiwan Semiconductor Manufacturing Co. is expected to report another record quarterly profit. Robust global demand for artificial intellige...
- TSMC's second-quarter profit seen hitting record on AI boomAnalysts said demand for Taiwan Semiconductor Manufacturing Co's (TSMC) 3-nanometre and 2-nanometre process technologies for AI chips, as...
- AI cloud company CoreWeave explores Wall Street playbook to hedge memory-chip price riskThe unusual move underscores how deeply the AI boom has entangled cloud providers with the volatile chip market. To lock in supply amid s...
- US-China tech rivalry explained: Why the AI and chip war mattersThe US and China are engaged in a significant technology competition. Artificial intelligence and semiconductor chips are central to this o...
- South Korea flags record 2027 budget of over $530 billion as AI chip boom lifts revenuesSouth Korea plans record budget spending exceeding 800 trillion won for fiscal 2027. This significant spending will be supported by stronge...
- Global Market: SK Hynix warns of historic memory chip shortage by 2027 as AI demand soarsSK Hynix anticipates a severe global memory chip shortage extending beyond 2030. Accelerating artificial intelligence infrastructure demand...
- Korea’s SK Hynix shares make stellar US market debut, rocket 13% on continued AI optimismSK Hynix's U.S. shares surged thirteen percent on their Nasdaq debut. The South Korean chipmaker raised twenty-six point five billion dolla...
- SK Hynix makes US debut today. Will investors sell Micron to buy the AI memory leader?SK Hynix begins US trading after a $26.5 billion ADR sale, expanding investor access to its AI memory chip business. The Nasdaq listing cou...
- Taiwan central bank chief warns of AI bubble riskSpeaking at a parliamentary hearing, Governor Yang Chin-long told lawmakers that the AI boom has become a major driving force in Taiwan's ...
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