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CHINESE CHIP EQUIPMENT MAKERS
Japan's Nikkei ends nearly 3% higher on renewed hopes for Middle East peaceJapanese stocks surged on Friday, with the Nikkei index climbing close to 3 percent. Investors reacted positively to news of a potential pe...- Japan's Nikkei jumps on renewed hopes for Middle East peaceJapan's Nikkei share average surged over 4% on Friday, driven by renewed hopes for Middle East peace after U.S. President Trump canceled pl...
- China's control over indium phosphide exports threatens AI data centre rolloutAnderson's visit was partly to raise the issue of delays in China's export licenses involving the highly strategic material, essential in m...
- Japan's Nikkei slumps as chip selloff, geopolitical tensions dent risk appetiteJapan's Nikkei share average declined 1.3% on Thursday, impacted by a selloff in chip-related stocks. Escalating U.S.-Iran tensions fueled ...
- India emerges as global tech partner under PM Modi's 12-yr tenure, exporting to US, China: VaishnawIndia is now a trusted partner in technology value chains. Under Prime Minister Narendra Modi, the country exports electronics, including c...
- Chinese companies rush to dismantle 'red-chip' structures: ReportRed-chip firms are registered abroad, mainly in tax havens, but hold assets and businesses in China via equity ownership. Red-chip firms a...
- Saurabh Mukherjea’s global strategy: How Marcellus is hunting compounder stocks across 4 multi-trillion dollar megatrendsSaurabh Mukherjea of Marcellus is avoiding AI giants like Nvidia, instead focusing on companies enabling AI's physical infrastructure. His ...
- OpenAI weighs leasing Ohio data center with Nvidia backing: ReportOpenAI is in negotiations to lease a proposed 10-gigawatt data center campus on federal land in Ohio, in a deal that could include finan...
- Global Markets: Japan's Nikkei ends higher as chip-related heavyweights jumpThe Nikkei was choppy earlier in the session, inching down as much as 0.16%.
- US lawmakers urge tighter rules on contract chipmakers supplying Chinese firms' overseas unitsThis comes after the Trump administration last week moved to halt a potential loophole that may have led companies to export advanced chi...
- Alphabet taps Intel to make three million in-house chips: ReportGoogle has placed a significant order with Intel for over three million tensor processing units to be manufactured in 2028. This move signa...
- Nvidia clinches deals with South Korean giants include SK Group to advance AI boomSpeaking to reporters in Seoul, Huang's remarks underscored Nvidia's continued cooperation with SK Hynix, a leading supplier of high-bandwi...
- AI mania reorders Asia's stock marketsWith AI investments taking center stage, South Korea and Taiwan's stock markets have outpaced India in terms of market capitalisation, larg...
- ASML lines up Elon Musk for virtual conference spotlightComputer chip equipment maker ASML said on Saturday that Elon Musk will speak at an internal company technology conference this week, discu...
- China's chipmakers emerge as rising force in AI memory market: ReportThe report highlighted that China's leading NAND flash maker, Yangtze Memory Technologies Corp (YMTC), and top DRAM producer, ChangXin Memo...
- European shares slip as Mideast tensions linger; tech stocks pause rallyEuropean shares edged lower, on track for a weekly dip as Middle East peace efforts remained uncertain. Technology stocks led the declines,...
- Global Markets: Japan's Nikkei pulls back from record high on AI selloffJapan's Nikkei index experienced its biggest drop in three weeks on Thursday. This pullback followed a record high. Investors sold AI-relat...
- Europe's tech 'liberation day'? Computer says not yetThe EU plan aims to boost European tech firms and limit some access for dominant U.S. rivals. It marks a key but initial step, with the blo...
- Arm Holdings CEO says US would have difficulty banning AI CPU chip exports to ChinaArm Holdings CEO Rene Haas said on Tuesday that it would be difficult to block the export of CPUs to China that are useful for AI becaus...
- Nvidia to work with US, European humanoid robot makers in addition to China's UnitreeAfter CEO Jensen Huang's keynote address in Taiwan on Monday ahead of the Computex trade show, Nvidia announced that the company is working...
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