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CHIP INDUSTRY
TSMC to invest another $100 billion in US as Q2 profit blows past forecastsTSMC will invest an additional $100 billion in Arizona, expecting robust AI demand. The company raised its capital spending forecast signif...
AI cloud company CoreWeave explores Wall Street playbook to hedge memory-chip price riskThe unusual move underscores how deeply the AI boom has entangled cloud providers with the volatile chip market. To lock in supply amid s...
Government approves Rs 1.27 lakh crore ISM 2.0, expects Rs 4 lakh investmentsThe government expects ISM 2.0 to bring in investments worth Rs 4 lakh crore, production worth Rs 2 lakh crore and exports of Rs 1 lakh cro...
Cabinet approves India Semiconductor Mission 2.0; earmarks Rs 1.27 lakh crore for the projectThe Union Cabinet approved India Semiconductor Mission 2.0 with significant funding. A Rs 62,500 crore Mobile Phone Manufacturing Scheme wa...
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...
US-China tech rivalry explained: Why the AI and chip war mattersThe US and China are engaged in a significant technology competition. Artificial intelligence and semiconductor chips are central to this o...
US official says Nvidia has begun shipping powerful H200 AI chips to ChinaIn May, Reuters reported the Commerce Department had cleared around 10 Chinese firms to buy the H200, but no deliveries had been made at ...
Intel turns to next-generation ASML tool to help make its laptop chipsFollowing experiments that began in 2024, Intel has begun to use ASML's next-generation high numerical aperture (High NA) extreme ultravi...
ZTE among Chinese firms licensed to purchase Nvidia's H200 chips, documents showUS regulators have approved some Chinese companies to buy advanced AI chips. ZTE Kangxun Telecom and Maginfra can purchase Nvidia's H200 ch...
Chip toolmaker ASML expected to shine light on capacity and China challengesThe Netherlands-based business is Europe's most valuable listed company with a market capitalisation of €610 billion ($696 billion) after t...
Global Market: CXMT set for July 27 Shanghai debut in Asia's biggest IPO of 2026China's leading memory chipmaker, CXMT, is set to debut on the Shanghai Stock Exchange on July 27 after launching a 29.5 billion yuan IPO, ...
Why SanDisk stock plunged despite Wall Street's bullish outlookSanDisk shares tumbled over 12% amid profit-booking and weakness in semiconductor stocks. Despite the decline, analysts remain bullish, cit...
South Korea flags record 2027 budget of over $530 billion as AI chip boom lifts revenuesSouth Korea plans record budget spending exceeding 800 trillion won for fiscal 2027. This significant spending will be supported by stronge...
Global Market: SK Hynix warns of historic memory chip shortage by 2027 as AI demand soarsSK Hynix anticipates a severe global memory chip shortage extending beyond 2030. Accelerating artificial intelligence infrastructure demand...
China temporarily bans helium exports as US-Iran tensions flare againHelium is essential for heat management in semiconductor production. The helium ban is the latest example of Beijing seeking to prevent dom...
Micron's mega US expansion: Is the stock poised for more upside?Micron has raised its planned US investment to more than $250 billion through 2035 to expand semiconductor manufacturing and meet surging A...
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 ...