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US SEMICONDUCTOR CAPACITY
ByteDance, Alibaba, Tencent place over $35 billion worth of Nvidia chip ordersUS-based chipmaker Nvidia has told customers and partners it cannot guarantee that it can fill the orders because demand from Chinese techn...- Japan’s $21 billion US chip bet raises questions over its own semiconductor revivalJapan has committed to investing $21 billion to establish two semiconductor factories in New York. This deal comes as Japan seeks to suppor...
- Japan’s $21 billion US chip bet raises questions over its own semiconductor revivalJapan will invest up to $21 billion to build two chip factories in New York state, under a deal announced last week by GlobalFoundries, whi...
- Korea’s KOSPI crashes another 5% as AI rout deepens; AI bellwether down over 40% from peakChip heavyweight SK Hynix Inc. headed for its lowest close since April. Data-center infrastructure company Elice Inc. plunged as much as 32...
- AI stocks rebound as CoreWeave jumps on Goldman Sachs upgradeAI stocks rebound after last week’s sharp selloff, with semiconductor stocks leading the recovery. CoreWeave gains after Goldman Sachs upgr...
- 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...
- Chip selloff deepens Wall Street losses as doubts grew over AI returnsA significant selloff in semiconductor stocks affected major US indexes amid rising concerns regarding AI investment returns. The Nasdaq 10...
- SK Hynix seeks US nod to expand China chip output, ties approval to US plant: ReportSK Hynix is attempting to obtain approval from the US to export chipmaking equipment to China. This export is intended to facilitate an inc...
- Global Market: TSMC set for sixth straight record quarterly profit on AI chip boomTSMC is expected to report its sixth consecutive quarter of record earnings, driven by surging AI chip demand and technology investments. A...
- IIT Kanpur launches $1-billion fundraising campaignIIT Kanpur has started a significant fundraising campaign named 'Greater Than Us' to raise $1 billion by March 2029. The campaign aims to s...
- SK Hynix conditions new US factory on more US chip equipment exports to China, sources sayThe Trump administration is pressing SK Hynix, Samsung and other foreign chipmakers to build plants in the US in a drive to rebuild US manu...
- IIT Kanpur launches $1 billion fundraising campaignIIT Kanpur has launched the ‘Greater Than Us’ campaign aiming to raise $1 billion by March 2029. The campaign has already secured approxima...
- Global Market: European shares rise as ASML rally lifts tech stocks; investors eye US CPIEuropean shares increased modestly as the pan-European STOXX 600 index recovered from previous losses. ASML's strong demand led technology ...
- 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...
- 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...
- India's tech push: five things to knowIndia has committed billions of dollars in semiconductors, electronics manufacturing and artificial intelligence in a bid to become a globa...
- India, 14 others ink joint ministerial statement to curb structural excess capacityIndia has joined the US, EU, UK and 12 other economies in a joint statement to tackle structural excess capacity and production, despite fa...
- 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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