Semiconductor stocks lost 12% in two sessions while the Dow hit a record, as investors rotated from AI chip makers to enterprise software companies. A weak jobs report crushed rate-hike odds.…
Goldman Sachs strategists have turned bullish on European equities, citing surging hyperscaler capital expenditure that they now estimate at $754 billion for 2026. The bank argues that European indust…
European companies ASML, Novo Nordisk, and Mistral have achieved global leadership in advanced chips, obesity drugs, and open-source AI despite a venture capital pool 75% smaller than the US and €700 …
Mirae Asset Securities research chief Park Yeon-ju said the dominance of Samsung Electronics and SK hynix in South Korea's Kospi index is justified by their outsized earnings contributions, with the t…
Fondförvaltaren Kristofer Barrett viktar ned techjättar som Apple, Amazon och Microsoft i sin portfölj på grund av stigande kostnader för minneschip och halvledare, vilket pressar tekniksektorn. Han s…
Elon Musk warned that the recent memory chip price surge is the largest he has ever seen, driven by insatiable AI demand for DRAM and high-bandwidth memory. The shortage has caused chipmaker stocks to…
IBM unveiled the world's first 0.7nm chip technology on June 25, packing roughly 100 billion transistors onto a fingernail-sized chip. The sub-1nm breakthrough nearly doubles transistor density over I…
South Korean chip giant SK Hynix announced plans to raise up to $29.4 billion through a US stock market listing on Nasdaq, aiming to capitalize on surging investor appetite for AI stocks. The Nvidia s…
European technology stocks rose on Friday after Micron Technology's quarterly report reminded investors of the staying power of the memory cycle and broader AI trend, with ASML up 4.4%, ASM Internatio…
Dutch Trade Minister Sjoerd Sjoerdsma visited Washington to oppose the MATCH Act, a bill that would bar Chinese chipmakers from accessing Western semiconductor equipment, hitting ASML especially hard.…
XLight, a US-backed startup chaired by former Intel CEO Pat Gelsinger, is raising $350 million to develop an alternative EUV light source that could challenge ASML's monopoly on chipmaking equipment. …
Countries are racing to secure chips, data centers, and energy for sovereign AI capacity, with the US-led Pax Silica Initiative expanding to 24 nations to strengthen supply chains for critical mineral…
SK Hynix plans to list about $29.7 billion in American depositary receipts on Nasdaq on July 10, betting that AI memory demand will sustain growth beyond historical boom-and-bust cycles. The company a…
The Netherlands formally objected to the MATCH Act, proposed US legislation that would further restrict ASML's ability to sell advanced chipmaking equipment to China. Dutch Trade Minister Sjoerd Sjoer…
The Netherlands joined the US-led Pax Silica chip alliance on Tuesday while lobbying against the MATCH Act, which would empower the US to block ASML from selling less advanced chipmaking machines to C…
The European Union, along with the Netherlands, Germany, and Greece, joined the US-led Pax Silica initiative on June 23, expanding a supply chain security bloc focused on AI chips, critical minerals, …
European stock markets fell on Tuesday, with Frankfurt's DAX down 0.8% and Paris's CAC 40 down 0.4%, led by declines in AI-related and semiconductor stocks. London's FTSE 100 bucked the trend, rising …
ASML, the Dutch company monopolizing chip-lithography tools, has begun shipping its $400 million extreme-ultraviolet (EUV) machine capable of patterning features as small as eight nanometers, fueling …
The AI hardware supply chain faces severe constraints, with TSMC holding 72% of advanced chip manufacturing and ASML monopolizing EUV lithography. CoWoS packaging capacity is sold out through 2026, an…
Senior engineers can now learn the internal architecture of large language models in a new five-part series. The second installment explains why recurrent neural networks have been replaced by transfo…