Markets/Semiconductors

The consumer electronics maker is shielding Indian customers from rising material costs, even as the company prepares to hike DRAM prices globally.

Surging demand for domestic semiconductor equipment drives sharp earnings upgrade at China's top chip-tool maker, signaling robust capacity build-out in memory and logic sectors.

Wall Street benchmarks trade higher on Tuesday, building on Monday's record close for the Dow Jones as investors digest a wave of strong quarterly results.

Seoul offers 100% coverage for site development, underpinning the $518 billion southwestern semiconductor hub plan.

The Swedish chip designer's stock has collapsed from its recent highs, wiping out gains made during a speculative surge that analysts had warned against.

The construction firm's expanded role in the Australian AI infrastructure build-out underscores the scale of capital flowing into hyperscale facilities ahead of Firmus's planned IPO.

Regional equities gain ground on Tuesday, reversing recent tech-led weakness as Wall Street's push toward record highs provides a fresh bid for risk assets.

KOSPI turns lower late Tuesday morning, erasing early upside despite Wall Street's overnight rally. Samsung Electronics and SK Hynix lead the decline amid persistent geopolitical uncertainty.

Surging demand for AI infrastructure is diverting memory supplies, forcing manufacturers in Brazil to contend with import constraints and rising costs.

Local investors drove Seoul's benchmark index sharply higher on Tuesday, snapping a period of caution as buying interest in battered technology stocks surged despite lingering concerns over Middle East tensions.

Regulators consider reducing leverage ratios and raising minimum investment thresholds as speculative trading in single-stock funds destabilizes the market.

Citic Securities and peers point to local demand as a buffer against the sharp outflows rattling South Korean markets, supporting a recent recovery in Chinese semiconductor equities.

The chipmaker's upbeat outlook underscores the expanding role of power management in artificial intelligence infrastructure, supporting the broader semiconductor sector.

Deepening US-China trade tensions are accelerating a broad semiconductor selloff, pushing Micron toward its sharpest monthly drop since 2014.

The regulatory green light for the narrowbody variant removes a major overhang, anchoring a broad recovery in US equities despite tech sector weakness.

The semiconductor leader's valuation surge highlights the enduring market premium on AI infrastructure, even as broader tech leadership rotates.

The Swiss industrial giant is pivoting its Indian strategy toward electrification and power infrastructure, citing structural demand from the AI-driven data centre boom and national grid modernisation efforts.

The e-commerce giant joins an elite club of mega-caps, but the rally is concentrated in internet giants while semiconductor names face pressure.

Beijing's move to strengthen integrated-circuit layout protections signals a push to secure domestic semiconductor IP amid escalating US-China tech rivalry.

Leopold Aschenbrenner’s hedge fund sheds three-quarters of its assets amid a sharp sell-off in semiconductor stocks, marking a stark reality check for the AI bull market.

The Singapore-listed firm expands its production footprint for next-gen equipment, adding to a series of strategic moves amid broader sector rotation.

The benchmark index opened the month with solid gains, driven by constructive sentiment and strong half-year earnings from major constituents.

The CSI 300 and Shanghai Composite retreated Monday, extending a broader regional rout in semiconductor stocks amid souring sentiment on the industry's competitive outlook.

Aggressive selling in chip heavyweights drags South Korea's benchmark to multi-month lows, signaling a sharp pause in the sector's recent momentum.

Record pricing for memory chips underscores the sector's recovery, with Samsung reportedly planning a 20% hike in Q3.

Foreign capital flows into Seoul markets signal renewed confidence in the region's semiconductor giants, extending a rally fueled by strong US peer earnings.

The Australian startup's pitch to local investors highlights the widening ecosystem of firms leveraging AMD silicon for AI infrastructure, adding to the sector's momentum.

The Chinese memory chipmaker's rapid move to next-gen standards underscores aggressive expansion plans following a 470% first-day surge on the Shanghai STAR Market.

The upgrade reflects growing confidence in hyperscale spending, with Nvidia shares trading higher ahead of next week's earnings.

Capital flows away from the sector that drove recent market gains, with European indices retreating and US benchmarks slipping below key levels.

Public listings for the AI giants may provide the liquidity and valuation anchors investors are seeking amid sustained private-market speculation.

The Southeast Asian nation's pivot to advanced chip manufacturing is reshaping regional supply chains and driving economic outperformance.

South Korea's benchmark index reversed course on Monday, with investors aggressively locking in gains after a historic surge in the previous session.

The one-way trade in chip stocks is reversing, with Nasdaq leading declines as investors question the sustainability of artificial intelligence capex.

Eight Nasdaq-100 components defied the broader selloff in July, signaling a shift in capital toward defensive tech names amid renewed volatility.

Tight supply of data storage components is expected to persist, keeping pressure on consumer electronics pricing and sector margins.

The memory chip maker's plan to issue shares for compensation comes as the Bank of Korea warns that large cash bonuses from tech giants could fuel inflation.

The shift signals a potential reversal in South Korea's memory chip hierarchy, following SK Group's recent profit surge and a coordinated W900 trillion industry investment push.

Microsoft, Amazon, and Alphabet report strong cloud growth, signaling that the AI investment cycle is expanding beyond chip supply constraints.

Investors face a fragmented market landscape where Microsoft's strength contrasts sharply with pressure on Apple and Nvidia, while the incoming Federal Reserve chair adds to policy ambiguity.

Record-breaking semiconductor demand continues to drive South Korea's trade engine, reinforcing the global AI infrastructure build-out.

The full-month data confirms the rapid acceleration seen in preliminary July figures, driven by robust semiconductor demand.

Regulatory approval removes a key hurdle for the quantum computing firm's move into semiconductor manufacturing, as chipmakers extend July gains.

Sector-specific headwinds push the leading cryptocurrency lower, diverging from broader equity market trends and extending recent selling pressure.

Alphabet, Amazon, Microsoft and Samsung detail heavy AI capex in latest results, reinforcing the sector's capital intensity despite sustained fund inflows.

Robust results from Amazon and Microsoft triggered only fleeting relief, while South Korean chip stocks surged nearly 18%, highlighting a market increasingly disconnected from fundamental performance.

US equities posted broad gains on Friday, with Amazon and Apple leading the charge after opening their books on Thursday evening.

The potential deal would expand NXP's footprint in video processing chips, with Ambarella shares trading at a $3.25 billion market cap.

Supply chain constraints linked to AI data center demand weigh on Apple, threatening its recent status as the world's most valuable company.

CEO Tim Cook's comments on diversifying supply chains weigh on Micron ahead of its fiscal third-quarter earnings report, highlighting ongoing supplier concentration risks.

Wall Street indices trade flat after recent gains, with a sharp sell-off in a major gaming platform share highlighting sector-specific weakness amid broader market indecision.

Broad buying in the sector underscores sustained demand, even as supply constraints weigh on downstream hardware makers.

Skepticism over the profitability of massive datacenter builds is spreading across global equities, shifting focus from growth potential to capital efficiency ahead of a critical earnings week.

Wall Street momentum stalls after a strong open, with tech stocks diverging sharply as Amazon's report lifts the index while Apple's slide cements its fall from the top spot.

Supply constraints and AI-driven price hikes trigger historic sell-off despite quarterly earnings beat, signaling deep investor concern over near-term growth trajectory.

Tech-heavy indices posted gains on Tuesday, led by memory chip maker Micron, while the Dow Jones Industrial Average fell amid sector rotation.

Trade ao Vivo CEO André Moraes argues that while large caps may initiate the next Brazilian equity upswing, the most attractive risk-adjusted returns are likely to emerge in the small-cap segment.

KOSPI jumps over 5% on aggressive rotation into semiconductors, signaling renewed investor confidence in the global AI supply chain.

The divestiture marks a strategic shift for the conglomerate, consolidating its focus on core semiconductor memory and battery businesses while Doosan expands its industrial footprint.

The e-commerce giant's decision to increase spending validates the AI investment thesis, sending shares higher after a strong earnings beat.

Indian tech shares outperformed US chipmakers by the widest margin since 1999, signaling a sharp pivot in global growth allocation.

Investor confidence in artificial intelligence stocks is driving a wide-based market advance, extending gains from Thursday's session into Friday's Asian open.

Production suspensions in Kumamoto follow a 7.1-magnitude earthquake that has left tens of thousands without power amid extreme heat.

The 7.1-magnitude earthquake has stopped work in a region critical to automotive and semiconductor manufacturing, echoing 2016 disruptions.

Strong earnings from US chipmakers fueled a broad Asian surge on Thursday, setting a positive tone for European openers on Friday.

Microsoft's earnings beat sparked a broad semiconductor rebound, driving South Korea's benchmark index to a record single-day gain and erasing recent volatility.

Regulatory flexibility aims to accelerate construction of a new production hub, supporting Samsung's expansion plans amid broader sector volatility.

Investors rotate into semiconductor names after US tech earnings dispel fears of an AI spending slowdown, lifting the MSCI Asia Pacific Index.

The memory maker caps a broader rebound in South Korean equities, tracking overnight gains in US tech stocks and positive sentiment around its recent US capital raise.

Bargain hunters return to the Kospi, anchoring a broad market recovery after hundreds of billions in value were wiped out earlier in the week.

The memory crunch that hit Macs and iPads is now spreading to the iPhone lineup, signaling persistent margin pressure for the tech giant.

The benchmark index posted a massive single-day gain, extending a rally fueled by semiconductor strength and record retail participation.

The KOSPI's historic swing underscores the market's deepening tether to global semiconductor sentiment and retail trading surges.

GIFT Nifty futures point to a positive start for Indian benchmarks, supported by Wall Street strength and renewed institutional inflows.

KOSPI rockets higher as global chip demand optimism returns, reversing recent sector losses driven by competition fears.

Positive cues from Wall Street and strong foreign portfolio inflows are setting the stage for a higher open in India, outweighing lingering geopolitical risks.

Supply constraints on processors and rising memory costs are weighing on the tech giant's sales outlook, complicating the recovery after a recent earnings beat.

The German chipmaker's sharp decline mirrors a broader selloff across global semiconductor stocks, driven by souring sentiment on the industry's competitive outlook.

Blockbuster earnings from Amazon and Microsoft reignited optimism for AI memory demand, driving South Korea's semiconductor heavyweights to sharp gains in Friday trading.

South Korean equities opened sharply higher Friday as semiconductor shares surged, continuing a multi-day rally sparked by strong results from US tech giants.