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AI CHIP SUPPLY CHAIN
IBM warns AI boom is squeezing software budgets, triggers sector routSoftware investors have long been on edge over fears that AI tools capable of automating routine work could pose an existential threat to t...- Chip toolmaker ASML expected to shine light on capacity and China challengesThe Netherlands-based business is Europe's most valuable listed company with a market capitalisation of €610 billion ($696 billion) after t...
- Global Market: CXMT set for July 27 Shanghai debut in Asia's biggest IPO of 2026China's leading memory chipmaker, CXMT, is set to debut on the Shanghai Stock Exchange on July 27 after launching a 29.5 billion yuan IPO, ...
- China memory chipmaker CXMT sets July 27 listing for Asia's biggest IPO of 2026ChangXin Memory Technologies plans a significant Shanghai Stock Exchange listing on July twenty-seventh. This initial public offering aims ...
- 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...
- Polymatech plans listing, $500-600 million push for semiconductor expansionThe company is in talks with merchant bankers and intends to proceed with its public offering plans “as early as possible”, Nandam said, ad...
- Nvidia supplier King Yuan Electronics to invest up to $1.4 billion in US facilityKing Yuan Electronics said the investment is intended to support operational growth and strengthen its position in the global supply chain.
- Morgan Stanley warns AI chip rally may be running out of steamMorgan Stanley's Lisa Shalett warned semiconductor stocks may be overvalued as hyperscalers increasingly develop lower-cost proprietary AI ...
- Micron to invest up to $3 billion in US chip supply chainMemory chip firm Micron Technology said on Thursday it plans to invest up to $3 billion to strengthen the U.S. semiconductor supply-cha...
- 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 ...
- Global Markets: Japan's Nikkei rebounds as AI shares gain, oil tempers broader moodJapan's Nikkei share average rebounded on Thursday after a three-day losing streak. AI-related shares tracked gains in the U.S. technology ...
- SK Hynix's $28 billion US share sale draws more than seven times demand: ReportsSK Hynix's proposed $28 billion share sale in the US saw demand exceed offerings by seven times. This strong investor response highlights s...
- Broadcom shares jump over 2% after Apple announces $30 billion chip dealBroadcom shares gained after Apple announced a multi-year chip supply agreement exceeding $30 billion. The deal expands US manufacturing, s...
- Micron, Intel shares crash up to 8% as Samsung fails to calm concerns over AIGlobal semiconductor stocks fell sharply as Micron and Intel dropped up to 8%, tracking weakness in Asian peers despite strong Samsung earn...
- India's Semicon 2.0: Government expands incentives for semiconductor ecosystem beyond fabricationIndia is finalizing Semicon 2.0, expanding incentives beyond chip fabrication. This new phase will support the entire semiconductor value c...
- Samsung flags 19-fold jump in profit, but shares slump on jitters AI boom may stallSamsung reported a significant profit jump, driven by strong AI chip demand. However, its stock declined amid concerns about the AI boom's ...
- SK Hynix's $28 billion US IPO to test its $1 trillion AI rally. Here's howSK Hynix has launched a US share sale targeting about $28 billion through a Nasdaq listing, capitalising on AI-driven investor demand. The ...
- How India and Japan are preparing for the AI economyIndia and Japan are forging a deep economic security partnership, moving beyond traditional aid and investment. The recent summit highlight...
- AI chip demand stays strong, but component shortages emerge as next challenge: NomuraThe artificial intelligence (AI) boom is entering a new phase where the biggest challenge is no longer demand for AI chips but shortages of...
- Micron, GM sign semiconductor supply agreement for vehiclesGeneral Motors has signed a landmark long-term agreement with Micron Technology to ensure a steady supply of vital memory and storage chips...
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