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ADVANCED CHIPS
Samsung Electro-Mechanics gets $2.8 billion chip investment from Tesla, Nvidia, report saysTesla will invest 1.1 trillion won and Nvidia 2.6 trillion won to build the production lines in the South Korean city of Sejong to supply t...- 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...
- US stocks today: US stocks rise as SpaceX, Super Micro revive appetite for AI stocksWall Street opened higher on Wednesday, led by gains in technology and AI stocks after quarterly results from SpaceX and Super Micro Comput...
- Experts see political signaling behind China's EUV claims as major technical hurdles keep commercial chipmaking years awayLangdao Silex, a Chinese startup, has introduced a prototype EUV light source claiming 90 percent domestic components. Experts, however, do...
- Explainer | Why would Musk merge SpaceX and Tesla?Elon Musk has expressed support for a potential merger between Tesla and SpaceX. This merger could create a technology and manufacturing po...
- 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...
- 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...
- 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: 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...
- 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...
- DRDO conclave to focus on indigenous semiconductor technologiesAhead of the conclave, scheduled to be held from October 27 to 29 at Bharat Mandapam in New Delhi, the Defence Research and Development Org...
- 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 ...
- 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...
- 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...
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