Taiwan Semiconductor Manufacturing Company (TSMC) and Tencent Holdings have broken into the top 100 of the Fortune Global 500 for the first time, driven by surging demand for AI chips and digital plat…
Traders are piling into stocks benefiting from AI data center spending as hyperscale cloud providers plan between $600 billion and $630 billion in combined capital expenditures for 2026, with roughly …
KLA Corporation reported Q4 FY2026 revenue of $3.575 billion and non-GAAP diluted EPS of $9.87, meeting targets, as demand for AI chip infrastructure accelerates. The semiconductor equipment giant rai…
A Shanghai firm's mass production of domestic DUV lithography machines caused ASML's market value to drop by roughly €55 billion in late July 2026, but analysts say the technology gap between China an…
Paul Markham, head of global equities at GAM Investments, warned on July 28 that the recent global selloff in semiconductor stocks is not yet a buying opportunity due to excessively concentrated inves…
China's CXMT triggered a global selloff in semiconductor stocks after debuting on the stock market with a nearly 500% surge, with ASML falling 5.80%, SK Hynix losing 14.65%, and Samsung declining 13.3…
Nasdaq futures fell 0.69% on Tuesday as AI chip stocks plunged, with Micron Technology down 4.6% and Applied Materials dropping 3.5% in premarket trading, reflecting deepening anxiety over the sustain…
A magnitude 7.1 earthquake struck Kumamoto Prefecture on July 28, knocking out power to 40,000 homes and halting rail services, as Asian chip stocks entered correction territory amid investor concerns…
Fujifilm is raising prices on five camera models from September 1, with the X100 VI increasing €200 to €1,999 and the GFX100 II jumping €500 to €8,499, due to rising DRAM and component costs driven by…
China is pursuing a full-stack AI strategy integrating domestic chips, infrastructure, models, and applications, aiming to lead the AI race without Western dependency, according to an analysis citing …
Goldman Sachs says artificial intelligence exposure is becoming a genuine driver of foreign exchange performance across Asia, adding complexity that traditional models weren't built for. The bank rele…
Nvidia has committed $1.5 billion to a multi-year partnership with Amkor Technology for advanced chip packaging and test capacity in the United States, including Amkor's Arizona operations. The deal, …
TSMC reported record second-quarter 2026 revenue of $40.2 billion, up 36% year-over-year, with net profit rising 77.4% to NT$706.56 billion, but its stock fell over 3% after the company raised capital…
Samsung Electronics and Broadcom signed a memorandum of understanding for a semiconductor collaboration they estimate will exceed $200 billion over five years through 2030, but the companies disclosed…
Samsung Electronics said on Saturday it struck a pact with US chip designer Broadcom to widen cooperation across memory chips, contract chip making and advanced packaging envisaged to exceed US$200 bi…
A digest of 22 AI stories for July 26 includes coverage of the DOE Genesis Mission using AI for scientific discovery, an AI tax potentially increasing phone costs, and comparisons between GLM 5.2 and …
Nvidia and Google are converging their flagship AI chips on TSMC's N3 node, which TSMC says will remain tight for multiple years, creating an opening for Intel's 18A and 14A processes. TSMC's N3 capac…
Broadcom is shifting production of high-end AI accelerators from TSMC to Samsung, betting on Samsung's process nodes to match yields and power efficiency. If Samsung delivers, the move could lower AI …
Samsung Electronics has secured a $200 billion partnership with Broadcom to manufacture artificial intelligence chips, marking a major win for the South Korean company's foundry business as it seeks t…
Samsung Electronics has secured a landmark semiconductor partnership with Broadcom valued at over $200 billion through 2030, covering memory chips, advanced contract manufacturing, and packaging. The …