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ASIAN CHIP MANUFACTURERS
Asia chip firms see strong AI demand; market jitters continueAsian chip-supply-chain companies report a strong ongoing demand for AI-related products despite investor concerns. Foxconn Chairman Young ...- Global Market: Japan's Nikkei falls 3% as AI spending concerns hit chip stocks; BOJ holds ratesJapanese shares fell sharply as concerns over the profitability of AI investments sparked a global technology sell-off. The Nikkei 225 drop...
- Global Market: Samsung Electronics posts record $80.5 billion quarterly operating profit on AI chip boomSamsung Electronics reported record quarterly operating profit of 107.4 trillion won, driven by surging AI memory chip demand. Despite stro...
- Global Market: Japan’s Nikkei rises nearly 2% on AI optimism, Anthropic IPO filingJapan’s Nikkei surged nearly 2%, snapping a three-session losing streak, as Anthropic’s US IPO plans and gains in American semiconductor st...
- As the US and China form AI blocs, countries are increasingly torn between themCountries like Kazakhstan are trying to balance between U.S. and China AI initiatives for technological gains. Indonesia has expressed inte...
- Global Market: Japan’s Nikkei falls as chip stocks retreat on AI spending concernsJapan’s Nikkei slipped as semiconductor stocks retreated amid concerns over the sustainability of AI infrastructure spending into 2027. Tok...
- Global Market: China, Hong Kong stocks fall as CATL slump, consumer worries weighChinese and Hong Kong stocks fell as slower profit growth at CATL and concerns over weak domestic consumption weighed on sentiment. Consume...
- US Market: Wall Street’s AI rally faces test as Meta earnings loomWall Street’s AI-driven rally faces a crucial test as Meta, semiconductor makers and major companies report quarterly earnings. Investors w...
- Trump’s super intelligence diplomat: Marco RubioTrump changed AI to SI. Now he has created a new breed of SI diplomacy.
- AI race may depend more on access to power, infrastructure than chip supply: Morgan StanleyThe assessment comes as rapid investment in AI infrastructure threatens to outpace the availability of electricity, raising concerns that s...
- AI race may depend more on access to power, infrastructure than chip supply: Morgan StanleyAccording to Morgan Stanley's latest analysis, the burgeoning AI infrastructure market is on track to experience a dire electricity shortfa...
- Global Market: Japan's Nikkei rebounds after six-session losing streak; weekly loss nears 5%Japan’s Nikkei rebounded 1.75% after six consecutive sessions of losses, supported by bargain hunting and gains in technology and banking s...
- Global Market Today: Asian stocks advance as selloff in chips easesThe MSCI Asia Pacific Index advanced 0.6%, led by stocks in South Korea. Chip stocks rose with Samsung Electronics Co. and SK Hynix Inc. bo...
- Global Market: Asian currencies slide as hot US inflation fuels Fed rate hike bets; won hits two-week lowEmerging Asian currencies weakened as hotter-than-expected US inflation revived Federal Reserve rate hike concerns, boosting the dollar and...
- Global Market: IMF warns of energy shock, AI correction risks to Asia's growth outlookThe IMF warned that Asia’s economic growth may slow to 4.4% in 2027 amid energy price shocks, Middle East conflict, AI market correction ri...
- India can catch up in AI by focusing on applicationsIndia faces significant threats in the global AI landscape as investments surge globally. While it has missed some initial chances, the nat...
- 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...
- Global Market: Japan's Nikkei rebounds as chip stocks rise, Topix slips on bank lossesJapan’s Nikkei rebounded 0.61% on Wednesday as chip-related stocks advanced, recovering from the previous session’s decline. Advantest, Tok...
- Global semiconductor stocks sell-off over AI boom worries pulls Asian shares lowerGlobal equities showed mixed performance, with Asian markets notably declining due to major setbacks in semiconductor stocks. A steep fall ...
- Global Market: South Korea’s Kospi plunges over 7% as chip stocks tumble on CXMT concernsSouth Korea’s Kospi plunged over 7% amid concerns about rising competition from Chinese semiconductor makers, triggering a temporary tradin...
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