SMIC's net profit jumped 261.7% year over year in Q2 to $479.2 million, with revenue crossing $3 billion for the first time, up 36.1%, while Hua Hong Semiconductor's net profit soared 385.9% to $38.6 …
Dutch households' stock market investments hit a record €234.2 billion in the second quarter, up 12%, driven by rising share prices amid an AI and technology boom, the central bank DNB said. ASML beca…
Halvledarrelaterade bolag föll kraftigt på Europabörserna på tisdagen, med franska Soitec ned 14 procent och STMicroelectronics ned 7 procent, medan tyska Infineon och Aixtron föll drygt 8 procent var…
European AI and chip-related tech stocks rose broadly on Thursday, with Dutch ASML, BE Semiconductor, and ASM each gaining over 2 percent, after Anthropic, the company behind the AI language model Cla…
European chip stocks rose broadly on Monday after Anthropic, the company behind the AI language model Claude, reported at least a 14-fold increase in second-quarter revenue compared with the same peri…
A state-backed Shanghai entity announced in July 2026 that it has commenced mass production of immersion DUV lithography tools targeting 28nm processes, with initial deliveries headed to SMIC, China's…
The US State Department is preparing to warn roughly 35 partner nations in the Pax Silica initiative that joining China's World Artificial Intelligence Cooperation Organisation (WAICO) will result in …
The Biden administration's new 'Pax Silica' policy forces East Asian allies to choose between American and Chinese AI ecosystems, threatening Japanese conglomerates like SoftBank and NEC that rely on …
Mistral AI announced on August 11 that ASML, Amadeus, Capgemini, Caisse des Dépôts and CMA CGM made multi-year commitments to buy compute capacity from its planned European infrastructure, using Europ…
UMS Integration shares pared an 8.2% gain to flat at S$2.70 by midday on Friday (Aug 14), despite reporting an 89% surge in Q2 net profit to S$19.4 million, which CEO Andy Luong attributed to the "str…
European semiconductor and AI infrastructure stocks have surged over 100% in 2026, driving the STOXX Europe 600 up approximately 10-11% year-to-date as of early August, with AI enablers like ASML and …
Mistral AI co-founders Arthur Mensch, Guillaume Lample, and Timothee Lacroix launched a coalition on August 11 to aggregate multi-year demand for European AI compute, offering participants European Co…
TSMC reported a 45% year-over-year increase in July 2026 monthly sales, following a June revenue of NT$442.68 billion (up 67.9% YoY), and raised its full-year 2026 revenue growth outlook to slightly a…
Situational Awareness, the AI-focused hedge fund run by Leopold Aschenbrenner, invested an additional $400 million in Source Foundry, a California chip manufacturing startup founded in 2025 by Stanfor…
In a recent episode of Moonshots with Peter Diamandis, Emad Mostaque and the panel discussed OpenAI's unreleased Astra model, which solved 10 decade-old math problems for $2,000 in compute, and Google…
Nucor, Freeport McMoRan, Quanta Services, and ASML are among five stocks near buy points, all benefiting from AI data center demand, according to Investor's Business Daily. Nucor (NUE) sits just above…
Anthropic has begun assembling an internal team to design custom chips for Claude, as disclosed in a new Silicon Engineer recruitment notice, aiming to align future hardware more closely with Claude's…
SK Hynix, which controls roughly 58% of the high-bandwidth memory market, received a bullish endorsement from Wedbush as a global memory shortage tightens the AI supply chain. On July 10, SK Hynix com…
Micron Technology Inc. shares fell as much as 22% in July 2026, their worst monthly performance in over a decade, after ChangXin Memory Technologies (CXMT) surged 466% in its Shanghai STAR Market IPO,…
TSMC accelerated construction of its 1.4-nanometer fab in Taichung, with trial production targeted for the third quarter of 2027, widening its lead over Samsung and Intel in advanced AI silicon manufa…