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Semiconductor
Applied Materials forecast spurs concern about chip spending
'AI is the big driver for the entire industry'
13 days ago
Semiconductor
AMD cutting about 4% of workforce to focus resources on AI push
The cuts are concentrated on sales and marketing positions for areas such as consumer PC and gaming PCs
14 days ago
Broker's Calls
DBS upgrades AEM to 'buy' with raised TP of $1.64, shares surge
AEM's unnamed 'new customer' could 'mirror' Intel
20 days ago
Tech
Huawei sales rises 16% on strong demand for its phones and chips
Huawei’s handset shipments grew 42% in the July-September period
28 days ago
Semiconductor
US extends investigation into chip-gear maker Applied Materials
Applied Materials is the biggest US maker of chip-manufacturing gear.
May 26, 2024
Semiconductor
ASML and TSMC can disable chip machines if China invades Taiwan
he Netherlands has run simulations on a possible invasion in order to better assess the risks
May 21, 2024
Semiconductor
Applied Materials forecast fails to impress following rally
'This year is not going to be significant growth year for us'
May 17, 2024
US stocks
Nvidia is missing link in a strong season of AI earnings reports
AI computing stocks remain attractive
May 06, 2024
Investing strategies
Staying invested to leverage the impact of AI demand on the semiconductor industry
Nvidia CEO Huang estimates that there is around US$1 trillion ($1.3 trillion) worth of infrastructure that needs to be upgraded
April 25, 2024
Semiconductor
SK Hynix plans US$15 billion chip expansion to meet AI demand
SK Hynix for now is out-competing Samsung Electronics Co to supply the so-called HBM chips
April 24, 2024