Information Technology

Selling pressure in semiconductors, sparked by declines in Asian markets, weighed on the tech-heavy index at the open.

The German chipmaker is lobbying for a second foundry from the Taiwanese giant, signaling a strategic push to localize advanced semiconductor manufacturing in Europe.

Fresh allegations that the Chinese lidar maker poses a cybersecurity threat to American companies complicate the supply chain for firms linked to Nvidia, as Washington intensifies scrutiny on hardware dependencies.

Reports of Apple's first foldable device signal a shift in hardware innovation, potentially reshaping capital allocation in the semiconductor sector.

The accusation adds to scrutiny on Chinese AI supply chains and could complicate partnerships for US chipmakers operating near export-control lines.

Investors face a mixed start to the week after the Dow Jones Industrial Average hit a new all-time high, while selling pressure in technology stocks tempers broader enthusiasm.

Global equities trade near record highs, but the artificial intelligence trade is fragmenting. Investors are increasingly rewarding hardware suppliers and data-center builders while bypassing software plays that lack clear monetization paths.

Chinese AI startup moves into silicon design, signaling deeper vertical integration in a sector dominated by US hardware giants.

Why these global stocks with a high barrier to entry are winning the war on AI disruption.

The DAX fell 0.4% on Tuesday, reversing Monday's record highs, while chip names led losses across US and Indian markets amid renewed risk aversion.

European equities face headwinds from Asian weakness, while defense stocks rally on fresh contract news.

The proposed increase signals a sharp turnaround in the memory cycle, driven by intensifying demand from artificial intelligence infrastructure and a recovering supply-demand balance.

A record wave of lock-up expirations for high-profile tech listings threatens to test the resilience of Hong Kong's recent capital-raising surge.

Investors sold into strength across the region, signaling that broader risk aversion is currently outweighing company-specific fundamentals.

The EDA giant's strategic retreat from legacy fab tools signals a deeper industry shift toward AI-centric development, adding to sector volatility.

Investors in Chinese semiconductor toolmakers must now prove that surging valuations are backed by tangible revenue growth from the domestic memory boom.

South Korea’s benchmark index faces a third day of losses as profit-taking accelerates, while Wall Street’s artificial intelligence sector shows signs of stabilizing.

Revised macro estimates reflect accelerating semiconductor shipments that drove a 60% jump in early-June exports, signaling sustained momentum in the sector.

Grid capacity constraints are emerging as the next critical constraint for data-center expansion, reshaping investment flows beyond semiconductor hardware.

Analysts highlight accelerating profit growth across multiple sectors, challenging the narrative that market gains are solely driven by big tech valuations.

Investors sold into the strength as Asian equities drifted lower, signaling that the market has already priced in the memory recovery and is now demanding further catalysts.

Renewed selling pressure in Seoul and Tokyo extends the broader risk-off wave across Asian equities, with semiconductors leading losses.

Regional tech stocks face pressure as Samsung's cautious outlook overshadows broader export strength, prompting a shift toward defensive value plays.

Record liquidity in the corporate sector signals robust earnings from the semiconductor cycle, though it raises questions on capital deployment efficiency.

Contrarian investors are turning to underperforming Indian heavyweights, betting on a recovery driven by seasonal patterns and easing global rate pressures.

The signed garment, a symbol of the chipmaker's culture, carries a US$40 million estimate. The sale underscores Huang's status as a global tech icon.

Apple's extended chip partnership with TSMC helped lift tech shares, pushing the Dow to a new closing peak and the S&P 500 up 0.72%.

The chipmaker's stock leads a broad rebound in Asian tech equities as investors price in potential recovery signals ahead of the quarterly results.

Broadcom's sharp advance helped push US benchmarks higher, continuing a broad-based recovery in technology shares following a volatile week.

The blue-chip index breached the psychological 53,000 barrier, marking a fresh milestone in the ongoing US equity rally driven by renewed appetite for technology stocks.

Technology shares led a broad advance across Wall Street on Monday, pushing the Dow Jones Industrial Average to a new all-time high following a prolonged holiday weekend.

US equities posted broad gains on Monday, with semiconductor and quantum computing names leading the advance as investors bet on the durability of the artificial intelligence investment cycle.

Australian shares face headwinds from a broader US equity pullback, even as Nasdaq gains and hyperscaler optimism provide a partial counterweight.

European luxury giants are underperforming in 2026, with LVMH leading losses. Analysts point to a disconnect between rising wealth in key markets like South Korea and actual spending on high-end goods.

The sheer scale of the leveraged fund tracking the memory chipmaker is now distorting the underlying stock's price action, creating a feedback loop for traders.

Defence name Saab bucked the trend with gains, but heavy losses in tech and security stocks dragged the index into negative territory.

LIVE | AEX sluit vrijwel vlak, Nasdaq fors hoger.

Shares in the memory chip maker extended gains, signaling a return to optimism across the broader chip industry following strong fiscal third-quarter results.

Semiconductor shares lead a mid-session rally in US equities, offsetting weakness in industrial names and highlighting a sharp sector divergence.

Semiconductor shares led early gains while the Dow Jones dipped slightly, reflecting a cautious start to the week amid lingering inflation concerns.

Chipmakers reclaim leadership in global equity rankings, signaling a shift in investor preference away from mega-cap hardware toward the semiconductor supply chain.

Semiconductor names lead the early rally, reversing a tough week for the sector as investor confidence in artificial intelligence plays returns.

Broad-based gains lift S&P 500 and Nasdaq at the open, with semiconductor shares leading the recovery after a volatile week.

The partnership underscores growing automotive demand for advanced memory, adding to Micron's recent GM agreement and supporting sector sentiment amid broader semiconductor volatility.

Investors face a tighter window for equity gains as JPMorgan flags seasonal weakness and shifting market focus beyond the artificial intelligence sector.

The chipmaker's stock trades near mid-June levels, sustaining the rally sparked by recent analyst upgrades and renewed retail investor enthusiasm.

Broker research desks are refreshing coverage on semiconductor leaders as the sector navigates supply-chain headwinds and upcoming quarterly results.

The multi-year extension secures long-term revenue visibility for the fabless chipmaker as it deepens its role in Apple's hardware ecosystem.

Goldman Sachs data shows sustained outflows from tech hardware, underscoring growing skepticism over the durability of artificial intelligence capex cycles.

The Dutch lithography maker has surged over the past year, but the investment bank maintains an outperform rating and forecasts additional gains.

The cross-border alliance aims to capture a share of the $410 billion AI chip market, adding to regional competition as Nvidia faces manufacturing delays.

The memory chip maker scaled back its US listing target from $29.4 billion, signaling caution on valuation or demand ahead of the Nasdaq debut.

The South Korean memory chipmaker issues 17.79 million new shares via American Depositary Receipts, marking a major expansion into US capital markets.

The bank maintains a buy rating on the foundry giant, anticipating positive guidance ahead of a critical week for semiconductor results.

Traders show little appetite to chase overnight Asian gains, with semiconductor weakness weighing on the index at the start of the week.

Rumors of a setback for Nvidia's next-generation AI rack system triggered a broad sell-off in semiconductor shares, compounding concerns over stretched tech valuations.

Internal labor tensions deepen at Samsung Electronics as non-chip staff mobilize against perceived wage inequality, adding to operational risks from an ongoing strike.

The payout signals a thaw in labor relations and underscores the financial windfall from the AI memory supercycle, following a massive share buyback plan.

Broadening investor appetite for artificial intelligence is lifting sectors beyond semiconductors, with the CSI 300 index gaining 0.3% by midday.

Semiconductor earnings and a new ADR listing will determine if Seoul's tech-led recovery holds firm.

The South Korean memory chip giant's Wall Street debut would rank among the largest public offerings of the year, adding fresh liquidity to a tech sector already driving US equity gains.

The site selection advances Seoul's industrial strategy as the sector faces ongoing selling pressure and broader macro uncertainty.

Dutch benchmark extends winning streak alongside Dax and US indices, driven by semiconductor strength and banking sector momentum.

Shanghai-based chipmaker allocates majority of fresh capital to mass production, intensifying domestic race to offset Nvidia's dominance in AI infrastructure.

Technology stocks led gains across Asia as investors anticipated strong US quarterly results. The Nikkei 225 underperformed regional peers despite the broader rally.

SemiAnalysis reports a 12-month slip for the Rubin Ultra architecture, highlighting supply-chain friction as Nvidia accelerates its product cadence.

Executive directive aims to accelerate infrastructure rollout, reinforcing Seoul's push for semiconductor supply chain dominance.

Seoul's benchmark index gains ground at the open, driven by renewed investor appetite for technology shares ahead of second-quarter earnings.

Wall Street blue-chip index hit record highs on Monday, with futures pointing to further gains as investors return from the holiday break.

The South Korean tech giant's record earnings underscore the accelerating monetization of artificial intelligence infrastructure, reversing a prolonged slump in the memory market.

Wall Street chip manufacturers plunged 7% in Tuesday’s session, marking a stark reversal for an industry that had more than doubled its valuations. Investors are reducing exposure ahead of key US macroeconomic data.

A key partner in Nvidia's supply chain reports slowing momentum and supply constraints, adding to concerns over bottlenecks in the AI infrastructure build-out.

Wealth destruction accelerates in West Africa's largest market, with blue-chip profit-taking driving a third consecutive week of declines.

The world's largest contract electronics maker beat forecasts with T$2.5 trillion in sales, yet warned of trade headwinds that could pressure margins.

Seoul plans to ring-fence semiconductor tax revenues for growth engines and social support, signaling a strategic pivot to sustain the industry's boom.

The world's largest electronics contract manufacturer posted a sharp year-on-year revenue jump in the second quarter, driven by accelerating artificial intelligence infrastructure buildouts.

Seoul plans to recycle recent tax revenue spikes from the chip sector into a new investment vehicle aimed at securing future growth engines.

The move signals deepening domestic efforts to circumvent export restrictions as Beijing accelerates its push for AI infrastructure independence.

The startup joins a wave of domestic semiconductor manufacturing as India accelerates its push to reduce reliance on Asian supply chains.

The US chipmaker's latest facility underscores the scale of global spending on high-bandwidth memory, shifting the AI investment cycle beyond software platforms into heavy industrial infrastructure.