semiconductor

Artificial Intelligence

Nvidia supplier Ibiden weighs faster expansion for AI demand

All of Nvidia’s AI semiconductors now use Ibiden’s substrates

kopi-C: the Company brew

Micro-Mechanics aims to create ‘five-star factories’ across the region

Micro-Mechanics is an essential player in the global chip industry, says CEO Chris Borch

Semiconductor

Applied Materials forecast spurs concern about chip spending

'AI is the big driver for the entire industry'

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

Broker's Calls

DBS upgrades AEM to 'buy' with raised TP of $1.64, shares surge

AEM's unnamed 'new customer' could 'mirror' Intel

Tech

Huawei sales rises 16% on strong demand for its phones and chips

Huawei’s handset shipments grew 42% in the July-September period

Semiconductor

US extends investigation into chip-gear maker Applied Materials

Applied Materials is the biggest US maker of chip-manufacturing gear.

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

Semiconductor

Applied Materials forecast fails to impress following rally

'This year is not going to be significant growth year for us'

US stocks

Nvidia is missing link in a strong season of AI earnings reports

AI computing stocks remain attractive
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