China considers tighter export controls on AI models and chipsRegulators led by the China's Ministry of Commerce (MofCom) have been consulting leading domestic AI and chipmaking groups on how to prev...
South Korea’s Kospi jumps 4% after 31% crash from June peak. What’s ahead?South Korea's Kospi index saw a significant jump, recovering some losses after a sharp decline. Shares of chipmakers like Samsung Electroni...
Chipmakers head for big profit gains, but will it be enough?Chipmaker shares are experiencing significant price swings on Wall Street this month. Investors anticipate these companies will drive much ...
Is Korean stock market turning into open casino? How retail leverage is fueling wild swingsMemory chip bellwethers SK Hynix and Samsung Electronics make up just over half of the benchmark Kospi. Much of the stock market’s previous...
South Korea's share market losses deepen as leveraged AI bets take a heavy tollSouth Korean shares experienced a significant decline, triggering market-wide trading curbs. Investors are unwinding AI-linked trades, exte...
Chipmakers and other high-flying stocks slide as AI trade wobblesAs July commenced, global tech stocks faced a notable decline, predominantly driven by chip shares. This drop indicates investor profit-tak...
Among AI crowd, some investors position for slower hyperscaler spending growthFor most of the past two years, the opposite trade prevailed: investors piled into semiconductor and infrastructure companies on the assump...
Global Market: CXMT's $8.6 billion IPO draws strong retail demand, but investor caution persistsChinese memory chipmaker CXMT's IPO attracted strong retail investor interest. The retail tranche was oversubscribed by 243.93 times, showi...
Tata Group resorts to older tech to launch its chip forayTata Electronics will begin India's first chip production using older technology. The Dholera facility will initially focus on 90-nanometer...
TSMC pledges another $100 billion for US chip expansionTaiwan Semiconductor Manufacturing Company announced a significant new investment. The company plans to spend an additional one hundred bil...
Global Market: TSMC to invest additional $100 billion in Arizona, raises capex on booming AI demandTSMC will invest an additional one hundred billion dollars in Arizona facilities. This expansion underscores strong confidence in future ar...
Nvidia partners with Japan robotics firms on AI developmentNvidia announced a partnership with Japanese companies like Fanuc and Yaskawa Electric. This collaboration aims to advance robotics and art...
South Korean shares slump 7% on renewed selling in chipmakers, c.bank hikes ratesSouth Korean shares experienced a significant decline on Thursday, driven by chipmaker stock sell-offs. The Bank of Korea raised its benchm...
Global Market: ASML raises 2026 outlook as AI boom drives strong earnings, plans capacity expansionASML raised its 2026 revenue guidance to €43-45 billion, up from €36-40 billion, after beating Q2 estimates on surging AI chipmaking demand...
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...
China memory chipmaker CXMT sets July 27 listing for Asia's biggest IPO of 2026ChangXin Memory Technologies plans a significant Shanghai Stock Exchange listing on July twenty-seventh. This initial public offering aims ...
Samsung, SK hynix, Micron ramp up capacity as demand for AI infrastructure outpaces supplyGlobal memory chipmakers are expanding production capacity to meet AI demand. Samsung, SK Hynix, and Micron are investing billions in new f...