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CHINESE CHIP EQUIPMENT MAKERS MARKET SHARE
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 ...
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...
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,...
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,...
Marvell to join S&P 500 after AI boom helps chipmaker pass profitability testThe company will replace swimming pool equipment distributor PoolCorp on the benchmark index before the start of trading on June 22. Marvel...
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...
Global Market: Japan's Nikkei surges past 68,000 for first time as AI stocks lead rallyJapan's benchmark Nikkei surged past the 68,000 mark for the first time, rising 2.2% to a record 68,203.79, as strong gains in AI and semic...
Japan's Nikkei hits record high as chip-related shares jumpJapan's Nikkei share average surged to a record high, driven by strong performance in chip-related equities. This gain overshadowed decline...