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AI CHIPMAKERS
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...17 Jul, 2026, 12.41 PM IST- 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...17 Jul, 2026, 11.30 AM IST
- 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...17 Jul, 2026, 01.01 AM IST
- 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...17 Jul, 2026, 12.18 AM IST
- 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...16 Jul, 2026, 03.32 PM IST
- Global Market: China stocks slide as tech sell-off hits mainland markets; Alibaba lifts Hong Kong sharesMainland China stocks declined on Thursday due to technology sector weakness. Hong Kong equities gained momentum, supported by Alibaba's ar...16 Jul, 2026, 11.40 AM IST
- Nvidia partners with Japan robotics firms on AI developmentNvidia announced a partnership with Japanese companies like Fanuc and Yaskawa Electric. This collaboration aims to advance robotics and art...16 Jul, 2026, 11.13 AM IST
- Global Market: ASML raises 2026 outlook as AI boom drives strong earnings, plans capacity expansionASML raised its 2026 revenue guidance to €43-45 billion, up from €36-40 billion, after beating Q2 estimates on surging AI chipmaking demand...15 Jul, 2026, 03.00 PM IST
- Chipmaker CXMT eyes $9.8 bn in blockbuster China IPOChina's leading memory chipmaker ChangXin Memory Technologies is seeking billions in an IPO. This move aims to bolster the nation's artific...15 Jul, 2026, 01.38 PM IST
- 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, ...14 Jul, 2026, 02.20 PM IST
- 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 ...14 Jul, 2026, 02.11 PM IST
- Global Market Update | SK Hynix set to gain as South Korea eases capital-raising rulesSouth Korea's ruling party seeks to ease rules for SK Hynix joint ventures. This move aims to attract outside capital for new chip factorie...14 Jul, 2026, 09.10 AM IST
- Samsung, SK hynix, Micron ramp up capacity as demand for AI infrastructure outpaces supplyGlobal memory chipmakers are expanding production capacity to meet AI demand. Samsung, SK Hynix, and Micron are investing billions in new f...13 Jul, 2026, 05.15 PM IST
- South Korea's AI tax windfall a 'golden window' for investment: LeeSouth Korea will use a tax revenue windfall from artificial intelligence chipmakers as a strategic source of investment, President Lee Jae ...13 Jul, 2026, 12.50 PM IST
- Global Market: AI stocks take a breather after blistering rally as investors reassess valuationsAI-linked stocks are showing signs of fatigue as investors lock in profits. Semiconductor and memory-chip makers have seen sharp retreats f...13 Jul, 2026, 12.50 PM IST
- Korea's Kospi hits 8% lower circuit, trading halted. What's rattling investors today?South Korea's benchmark Kospi index plunged 8% to lower circuit on Monday as rising tensions in the Gulf and soaring oil prices rattled glo...13 Jul, 2026, 10.11 AM IST
- 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 ...10 Jul, 2026, 10.03 PM IST
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