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AI SEMICONDUCTOR DEMAND
Global Market: Why China’s CXMT is putting global memory chip giants under pressureGlobal semiconductor stocks tumbled as Chinese chipmaker CXMT’s reported progress on a new memory chip design raised concerns about intensi...- AI boom drives record sales at Dutch tech giant ASMLASML, a leading Dutch technology firm, has announced unprecedented profits, fueled by a surge in demand for semiconductor manufacturing rel...
- Nifty IT surges 5.2% to log biggest single-day gain in 17 monthsIndian IT stocks experienced a significant increase following HCL Technologies' strong earnings report for the September quarter. The Nifty...
- US chip stocks slide as China’s CXMT advances; AI spending fears rattle investorsShares in US chip manufacturers tumbled, primarily influenced by memory and data storage firms, following competitive moves from China's CX...
- Global Market: AI trade faces biggest test yet as chip stocks tumble across AsiaAsian AI stocks tumbled as rising bond yields, higher financing costs, and concerns over excessive infrastructure spending weakened investo...
- Nvidia’s share of China AI chip market falls to 34% as Huawei gains groundNvidia's share of China's AI chip market dropped to 34% in the first half of 2026 due to US export restrictions. Domestic competitors like ...
- Chips critical to India's future, but demand and management key to semiconductor push: N ChandrasekaranIndia is well placed to strengthen its role in the global semiconductor industry due to its talent base and large domestic market, but busi...
- AI investment boosts growth prospects for Asian economies: IMFIMF Managing Director Kristalina Georgieva said artificial intelligence infrastructure investment is supporting global growth at around 3%,...
- Samsung plans $9.15 billion semiconductor investment, with nearly $6 billion earmarked for VietnamSamsung affiliates are planning to invest over 12 trillion won in semiconductor operations across Vietnam and South Korea. The company aims...
- TSMC expected to report sixth straight quarter of record profit thanks to AI boomAnalysts say demand for Taiwan Semiconductor Manufacturing Co's (TSMC) AI chipmaking capacity, as well as its advanced chip packaging techn...
- Once-hot AI trade leaves Korean stocks struggling for buyersSouth Korea's stock market is facing a significant downturn after a dominant run in the global AI sector, as the Kospi has dropped 22% sinc...
- Sequoia-backed chip startup Nuvacore raising funds at about a $2.5 billion valuationNuvacore is seeking to raise the funds as the appetite for central processors has swollen due to the thirst for data-crunching capacity to ...
- Tessolve raises $75 million from US-based Vector Line CapitalVector Line, a strategic investment company that invests exclusively in semiconductors and the chip supply chain, joins existing investors ...
- How an Idaho potato farmer backed Micron when it lost its only customer, helping a basement startup enter America’s semiconductor big leaguesPeople might wonder what led an Idaho potato farmer to invest in a chip company in 1978, when semiconductors were far from the global force...
- Samsung expects 780% quarterly operating profit jump on AI boomSamsung Electronics anticipates a remarkable surge in its third-quarter operating profit, fueled by soaring memory chip prices. With an est...
- Taiwan says exports hit record in September on AI demandThe island is a powerhouse in the semiconductor sector, producing more than 90 percent of the world's most advanced chips used to train and...
- Global Market: TSMC third-quarter revenue jumps 50% as AI chip demand surgesTSMC reports record third-quarter revenue, beating estimates as surging AI demand drives strong growth in advanced chips, while the chipmak...
- US Market: Software stocks hit 2026 highs as AI disruption fears easeUS software stocks have reached fresh 2026 highs as stronger earnings expectations and growing adoption of AI ease fears of disruption. Str...
- US stocks: US software shares hit 2026 highs as AI disruption fears easeUS software stocks are witnessing robust growth, fueled by optimistic earnings projections and partnerships in AI. Major players like Sales...
- Global Market: AMD to increase AI chip supply substantially in 2027 to meet rising demandAMD plans to substantially increase chip supplies in 2027 as demand for AI processors accelerates. CEO Lisa Su is working with key supplier...
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