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DIREKTE · 06:39 UTC
LIVEOther

AI Chip Demand Surge

Samsung beats earnings on AI memory strength while Alphabet develops custom Gemini chips, driving sector optimism and regulatory support for semiconductor expansion.

Opened 2026-07-31Last update 2026-08-01
Market move since start
Universal Robina
URC.PS
61.40-4.06%
since 2026-06-29
Pulse
30D intensity · score 2.8
  • Velocity2.0/day
  • Sources7
  • Markets3
  1. DATAPLA escalates South China Sea drills near Scarborough Shoal amid US-Philippines exercises

    Beijing deploys naval and air assets to disputed waters, signaling heightened friction as trilateral drills proceed.

    Yonhap
  2. MARKETSouth Korea to ease labor rules for Gwangju semiconductor cluster

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

    CNBC (Top News)
  3. DATASamsung Q2 operating profit surges 1,814% on AI memory demand

    The South Korean tech giant's record second-quarter results underscore the accelerating monetization of artificial intelligence infrastructure, driving a sharp repricing in semiconductor equities.

    Bt
  4. DATASamsung Q2 operating profit surges 1,814% on AI memory demand

    The South Korean tech giant's record second-quarter results underscore the accelerating monetization of artificial intelligence infrastructure, driving a sharp repricing in semiconductor equities.

    Bt
  5. MARKETAlphabet shares rise on reports of new Gemini AI server chip

    The tech giant is developing a custom processor, codenamed Frozen v2, to optimize its AI assistant. The news underscores Alphabet's push to reduce reliance on third-party hardware for its generative AI workloads.

    Eleconomista Mx
  6. MARKETAlphabet shares rise on reports of new Gemini AI server chip

    The tech giant is developing a custom processor, codenamed Frozen v2, to optimize its AI assistant. The news underscores Alphabet's push to reduce reliance on third-party hardware for its generative AI workloads.

    Eleconomista Mx
  7. MARKETUniversal Robina expands snack footprint in Hong Kong with premium flavors

    Filipino consumer goods maker Universal Robina is gaining traction in Hong Kong with localized chip varieties, signaling a push into higher-margin export markets.

    Rappler (Business)
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  12. MARKETGold (GCc1)

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  16. DATAPalo Alto Networks Earnings Drive Price Target Hike as AI Disruption Fears Subside

    Strong financial performance has led analysts to raise their price targets for the cybersecurity firm.

    CNBC
  17. MARKETPANW.O (PANW.O)

    ▼ 5.80%  close $271.07 from $287.75