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CHINA CHIP PRODUCTION
Is Korean stock market turning into open casino? How retail leverage is fueling wild swingsMemory chip bellwethers SK Hynix and Samsung Electronics make up just over half of the benchmark Kospi. Much of the stock market’s previous...- Global chip trophy: How India keeps its eyes on the ballTaiwan dominates advanced fabrication and foundry services, while South Korea and Japan lead in memory production and critical materials an...
- China's CXMT targets global DRAM giants with record $8.5 billion IPOChinese DRAM maker ChangXin Memory Technologies is throwing its hat into the ring with a roughly $8.5 billion initial public offering as it...
- 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...
- PM Modi pushes to cut imports to shield India from shocksIndia is likely preparing a major import substitution drive as geopolitical tensions and supply chain risks push the government to reduce d...
- China's Xi to outline AI diplomacy vision at key Shanghai forumPresident Xi Jinping will present China's ambitious AI governance vision at a Shanghai forum. Huawei will debut its advanced AI computing s...
- China's Xi Jinping to outline AI diplomacy vision at key Shanghai forumPresident Xi Jinping will present China's ambitious AI governance vision at a Shanghai forum. Huawei will debut its advanced AI computing c...
- 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...
- 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...
- 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...
- Global Market: China stocks hold steady despite GDP miss as investors shift to consumer, financial sharesChinese stocks showed stability as investors shifted focus from technology to traditional sectors. Disappointing second-quarter economic gr...
- Nvidia halves Asia buyer list in China chip crackdown: ReportOver the past few months, Nvidia has stepped up due diligence in Singapore, Malaysia and Japan, the report said, citing three people fami...
- 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 ...
- China's exports ride AI boom as domestic economy strugglesChina's exports saw a significant surge in June, driven by global AI demand and auto sales. Imports also jumped considerably, reaching a fi...
- SK Hynix is a golden goose. It has to lay more eggsInvestor enthusiasm stems from the fact that SK Hynix has morphed into a golden goose. It’s the world’s second-largest supplier of dynamic ...
- China temporarily bans helium exports as US-Iran tensions flare againHelium is essential for heat management in semiconductor production. The helium ban is the latest example of Beijing seeking to prevent dom...
- 'Allow outsiders in, let them invest': Zerodha's Nikhil Kamath recommends this book on Apple in China, rates it 9/10Nikhil Kamath recommended Patrick McGee's "Apple in China" book, rating it highly for its insights. The book details Apple's manufacturing ...
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