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Chris Wood’s big warning: The specific risk that will finally trigger the end of AI tradeJefferies strategist Chris Wood believes the AI boom will end not because of a chip glut, but when investors realise hyperscalers cannot ge...- Apple-Intel chip deal makes strategic sense but production is years awayApple is reportedly turning to Intel for chip manufacturing, a move driven by TSMC's inability to meet surging AI demand and Apple's need f...
- These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 27%, according to analystsWe are in a phase in the US-Israel-Iran war where statements are made, then retracted. And, in a matter of just 48 hours, they are made all...
- 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...
- World’s hottest market has Korea bulls reaching for protectionSouth Korean stocks are seeing a shift from optimism to caution as investors trim positions and add protection. While chip giants Samsung E...
- World’s hottest market has Korea bulls reaching for protectionSouth Korean stocks are seeing a shift from optimism to caution as investors trim positions and add protection. While chip giants Samsung E...
- 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...
- US stocks today: Dow posts closing record high, S&P 500, Nasdaq muted as AI rally pausesUS stocks ended mixed as the Dow hit a record closing high driven by healthcare and consumer gains, while tech and chip stocks lagged. Bank...
- These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 25%, according to analystsGiven the latest news flow from the Gulf region, the probability is high that we might once again see the bulls attempting a comeback. As u...
- 18 days. That's all it takes for a Samsung strike to crash the global AI chip market, and the whole world is holding its breathSamsung strike to crash the global AI chip market: The Samsung strike threatens global AI chip supply chains as 45,000 workers plan an 18-d...
- At Samsung, the global AI boom spurred a looming strike and deep divisionsA major strike looms at Samsung Electronics over AI boom profits. Over 45,000 workers demand fair bonus distribution. The dispute could dis...
- Korean chipmakers face critical trade-offs over China exports post Trump-Xi talksKorea's chip industry faces a dilemma as US-China talks on tech exports and rare earths unfold. While potential sales in China beckon, manu...
- Why is Taiwan the elephant in every room between US and China?US President Donald Trump met Chinese President Xi Jinping in Beijing. Taiwan remains the most crucial issue for China. The island's self-g...
- ET Prime Special Series: Multibagger or Bankrupt - Part 58: The ICE veteran that quietly became an EV lightweighting storyMost auto ancillary investors think linear. Company makes Component X. EV disrupts Component X. Stock goes down. Every story does not fit t...
- Samsung focuses on HBM as AI demand drives record quarterly profitSamsung Electronics, on Thursday, announced its strategy to prioritize high-value memory products, specifically high-bandwidth memory (HBM)...
- Intel stock surges 24% as AI-driven CPU demand fuels turnaroundIntel’s shares surged over 24% after strong AI-driven demand for its CPUs led to better-than-expected results, even prompting sales of prev...
- Intel share price: IT giant stocks predicted to surpass dot-com era peak in 2000, company's market value may hit over $420 billionNvidia, the graphics chip giant that has dominated the AI boom, has also sensed the shift and braced for greater competition. Rival AMD and...
- US Stock Market: Intel’s AI bet drives upbeat forecast and investor confidenceIntel forecast stronger-than-expected Q2 revenue of $13.8–$14.8 billion, driven by robust demand for AI-focused server chips, with earnings...
- TSMC to expand 3nm chip production in Taiwan, US and Japan as AI demand surgesTSMC is significantly boosting its 3-nanometer chip production worldwide. This expansion is driven by a surge in demand for artificial inte...
- Global foundry sales set to drop in 2023 in blow to Taiwan, South KoreaAs clients cut orders and manufacturing slows, foundry sales are expected to decrease 4% in 2023 from a year earlier, tech research organis...
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