#semiconductors
articles
Analysts See Up to 90% Upside for Micron and Sandisk Amid AI Memory Boom
Consensus targets imply nearly 90% and 85% gains for Micron and Sandisk, with zero sell ratings, as AI data center deman...
China Revises Chip Design-Protection Rules in First Update Since 2001
China has issued its first overhaul of integrated circuit layout-design protection rules since 2001, tightening registra...
Kumamoto Quake: Chip Fabs Recovered Fast, but Engineer Bottlenecks Remain
Days after a shindo-7 earthquake, TSMC's JASM fab was back to normal output. The rebound shows how seismic measures have...
Rentokil Slump, AI Reversals and SpaceX: A Week for UK Investors
The Investors' Chronicle podcast breaks down Rentokil's post-results plunge, the retreat in AI and semiconductor stocks,...
China's H1 Logistics Value Rises 5.1% as High-End Manufacturing Reshapes Demand
China's social logistics value hit 181.1 trillion yuan in H1 2026, up 5.1% year on year, as high-tech manufacturing and ...
Jefferies: China Will Win AI's Consumer Market Despite Chip Stock Rout
A new Jefferies note argues China is best positioned for AI's mass market, even as semiconductor stocks wobble and big t...
CXMT Stock Surges Again: What China’s Memory Chip Champion Means for the AI Race
CXMT’s shares jumped nearly 9% in a fifth straight day of gains, pushing its market cap past $520 billion after a record...
AI Goods Trade Soars 40% as Global Commerce Defies Middle East Conflict
WTO data shows global merchandise trade grew 3.2% in Q1 2026, propelled by a 40%+ surge in AI-enabling goods that offset...
Global tech rally ignites risk appetite as Microsoft results ease AI spending fears
Equity markets from Wall Street to Seoul surged on a fierce technology rebound, after Microsoft’s strong cloud numbers s...
SK Hynix Wins 100% Buy Ratings on Wall Street as ADR Debut Lags Seoul Shares
Six banks initiated coverage with buy ratings and an average 75% upside target, while Barclays outlines a share buyback ...
Asian Stocks Mixed, Bonds Slide as Divided Fed Fuels Rate Uncertainty
Asian markets swung between gains and losses while Treasury yields hit multi-decade highs after the Federal Reserve held...
China Drafts Anti-Cyber Violence Law; Fed Holds Rates Steady Amid Tech Stock Rout
Beijing opens public consultation on a new law targeting online abuse, while the Federal Reserve keeps interest rates at...
Qualcomm Guides Profit Below Estimates as Apple Revenue Decline Accelerates and Costs Rise
The chipmaker expects Apple revenue to fall faster than anticipated and plans price increases to offset supply-chain cos...
Dow Plunges 1,100 Points as Bond Yields Surge and Oil Spikes Amid Inflation Fears
US stocks fell sharply after the Fed held rates steady despite three dissenters, while a jump in oil prices above $90 an...
Cuban and Burry Sound Alarm Over Nvidia’s AI Deal Web, Warn of Dot-Com Style Risks
Mark Cuban and Michael Burry have issued stark warnings about Nvidia’s heavy financing of AI customers, comparing the ch...
China's Aishengna Launches DUV Lithography Production, Threatening ASML's Margins and Shaking Memory Stocks
Aishengna, a Chinese state-owned firm, has started building deep ultraviolet lithography systems, challenging ASML's nea...
Wall Street Futures Slip as Fed, Big Tech Earnings, and Iran Tensions Converge
US stock futures dipped on Tuesday evening with investors bracing for a pivotal Fed rate decision, a wave of mega-cap te...
Oil Jumps 5% on Iran Tensions, Tech Rout Deepens Ahead of Fed
US crude surged past $83 as forces intercepted an Iranian attack, while semiconductor shares extended losses and investo...
Consumer Strength Lifts Visa, Ford and UPS; Tariff Refunds Boost Logitech, Philips
A wave of quarterly results showed US consumers still opening their wallets, helping Visa, Ford and UPS beat expectation...
Semiconductor Sell-Off Pushes Nasdaq-100 to Edge of Correction
A 24.5% plunge in the PHLX Semiconductor Index since late June has dragged the Nasdaq-100 within 0.6 percentage points o...
Alphabet, Tesla Hit by AI Capex Surge; Microsoft, Meta, Amazon Face Same Scrutiny
Soaring capital expenditures and crumbling free cash flow at Alphabet and Tesla triggered sharp stock declines. As Micro...
China’s Homegrown Lithography Machine Challenges ASML in the DUV Market
A state-backed Chinese firm has built an immersion DUV lithography tool. While volumes are tiny and performance unverifi...
Kospi Plunges 10.8% as Chinese Chip Competition Rattles Asian Markets
A sharp selloff in Asian semiconductor stocks, led by a near 11% crash in South Korea's Kospi, reignites fears that Chin...
Magnitude 7.1 Quake Rocks Southern Japan; TSMC Evacuates Plant, Power and Transport Disrupted
A powerful 7.1 magnitude earthquake struck the Japanese island of Kyushu, causing building collapses, power outages, and...
Asian Chip Stocks Tumble as AI Spending Doubts Spark Largest Sell-Off in Months
Shares of semiconductor leaders SK Hynix, Samsung, and TSMC plunged in Asian trading Tuesday, wiping billions in market ...
Top Fund Manager Says It’s Not Yet Time to Sell AI Infrastructure Stocks
A small-cap growth fund manager who has outperformed 99% of peers sees further upside in AI infrastructure names, despit...
Dow Gains 262 Points as Oil Tumbles; Chip Weakness Keeps Nasdaq in Red
Wall Street ended mixed Monday as easing US-Iran tensions sent oil prices plunging, lifting blue chips but weighing on e...
Chinese Chipmaker CXMT Surges 466% on Debut, Briefly Overtakes Tencent as China's Most Valuable Listed Company
ChangXin Memory Technologies (CXMT) saw its shares skyrocket on its first trading day, reaching a market cap near $490 b...
CXMT Shares Surge 470% on First Day as China’s Memory Chip Champion Goes Public
China’s largest DRAM maker raised at least $8.6 billion in the biggest mainland IPO in years on the STAR Market, with AI...
CXMT Surges Over 500% in Shanghai Debut, Surpassing Intel’s Market Cap
Chinese memory chip maker CXMT vaulted to a $530 billion valuation on its first trading day, eclipsing Intel and becomin...