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US CHIPMAKING
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...- 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...
- 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...
- 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...
- 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...
- South Korean shares slump 7% on renewed selling in chipmakers, c.bank hikes ratesSouth Korean shares experienced a significant decline on Thursday, driven by chipmaker stock sell-offs. The Bank of Korea raised its benchm...
- 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...
- Samsung Electronics denies report that it is exploring US listingSamsung Electronics denied exploring a U.S. listing of American Depositary Receipts. Bloomberg News had reported preliminary discussions wi...
- 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...
- US stocks today: US stocks end lower as Iran tensions dampen risk appetite; chipmakers dropTech stocks dragged Wall Street lower as escalating US Iran tensions and a renewed blockade lifted oil prices and dented risk appetite. Nas...
- Intel announces $5.7 billion capital investment at Irish manufacturing hubIntel is investing five billion euros at its Irish campus. This expansion aims to boost manufacturing output for AI and high-performance co...
- 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...
- 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 ...
- 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 ...
- 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.
- Global Market: European shares edge higher as miners, airlines offset tech weakness; benchmark set for weekly lossEuropean shares saw minimal change as mining and travel stocks gained. Technology shares declined, weighing on the broader market's perform...
- Global Market: SK Hynix's Nasdaq ADR debut raises $26.5 billion amid AI chip boomSouth Korean chipmaker SK Hynix successfully raised $26.5 billion through its ADR offering. This significant fundraising highlights robust ...
- US semiconductor boom faces worker shortage amid race with ChinaUS China semiconductor race: A significant skilled worker shortage could delay new US semiconductor plant construction. This talent crunch ...
- US stocks today: S&P 500, Nasdaq end lower as AI worries hit chipmakersU.S. markets closed lower as chip stocks declined on concerns the AI-driven rally may be overstretched. Losses in Micron and other semicond...
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