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INVESTMENT IN US CHIPMAKING
Global Market: South Korea's AI-driven stock frenzy fuels volatility, challenges market fundamentalsThe sharp swings have unsettled investors and regulators alike, with market movements increasingly driven by leveraged investment products ...
Global Market: AI chip rally faces valuation test as investors rotate towards hyperscalersAI chipmaker stock rallies are losing momentum as investors reassess valuations. Hyperscaler capital expenditure growth is projected to slo...
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...
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...
Micron signs deals with Qualcomm, others for AI-powered automobile chip componentsThe agreements come as the industry races to expand manufacturing capacity to meet the booming demand for memory chips due to the rapid a...
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...
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...
Tower Semiconductor to invest $3 billion in Japan, backed by government grantsTower Semiconductor will invest three billion dollars in Japan's chip manufacturing. This expansion includes one billion dollars in grants ...
Global Market Update | SK Hynix set to gain as South Korea eases capital-raising rulesSouth Korea's ruling party seeks to ease rules for SK Hynix joint ventures. This move aims to attract outside capital for new chip factorie...
Intel announces $5.7 billion capital investment at Irish manufacturing hubIntel is investing five billion euros at its Irish campus. This expansion aims to boost manufacturing output for AI and high-performance co...
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...
South Korea's AI tax windfall a 'golden window' for investment: LeeSouth Korea will use a tax revenue windfall from artificial intelligence chipmakers as a strategic source of investment, President Lee Jae ...
SK Hynix is a golden goose. It has to lay more eggsInvestor enthusiasm stems from the fact that SK Hynix has morphed into a golden goose. It’s the world’s second-largest supplier of dynamic ...
SK Hynix sinks after Nasdaq debut amid profit-taking, easing earnings optimismSK Hynix shares declined significantly in Seoul trading on Monday. This followed a strong debut for its American Depositary Receipts on Nas...
Nvidia supplier King Yuan Electronics to invest up to $1.4 billion in US facilityKing Yuan Electronics said the investment is intended to support operational growth and strengthen its position in the global supply chain.
Morgan Stanley warns AI chip rally may be running out of steamMorgan Stanley's Lisa Shalett warned semiconductor stocks may be overvalued as hyperscalers increasingly develop lower-cost proprietary AI ...
Global Market: SK Hynix's Nasdaq ADR debut raises $26.5 billion amid AI chip boomSouth Korean chipmaker SK Hynix successfully raised $26.5 billion through its ADR offering. This significant fundraising highlights robust ...
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 ...
US stocks today: S&P 500, Nasdaq end lower as AI worries hit chipmakersU.S. markets closed lower as chip stocks declined on concerns the AI-driven rally may be overstretched. Losses in Micron and other semicond...
Synopsys to cut chip fab manufacturing control software in shift to AI designSynopsys plans to stop offering manufacturing process control software. This move allows the company to divert resources to higher-margin A...