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SK Hynix to begin book building Sunday for landmark Nasdaq debut
SK Hynix is set to begin book building on July 6 for its American depositary receipt listing on the Nasdaq, with the South Korean memory chipmaker considering paying underwriters a fee of about 0.5% of offering proceeds — roughly $130…
Taiwan approves $20B TSMC expansion in Arizona
Taiwan Semiconductor Manufacturing Co. shares rose on Thursday after Taiwan's government approved a $20 billion capital injection into the chipmaker's Arizona subsidiary, the latest catalyst for a stock buoyed by expectations that planned price increases on advanced chips will lift…
AI token spending index falls 20% from May high
A closely watched gauge of what the market pays for AI inference has dropped sharply from its spring peak, fueling a bruising rotation out of semiconductor and memory stocks that has wiped hundreds of billions of dollars in value across…
Intel fixes 18A yield issues, hits 30,000 wafers a month
Intel has fixed the wafer-to-wafer yield variability that plagued early production of its 18A process node, according to a report from BlueFin Research Partners published this week. Combined output from the company's Oregon and Arizona fabrication facilities has reached approximately…
Meta in talks with Samsung for AI chip manufacturing
Meta Platforms is in advanced negotiations with Samsung Electronics to manufacture its next-generation MTIA artificial intelligence chips using Samsung's 2-nanometer fabrication process, in a contract reportedly worth more than 10 trillion won (approximately $6.5 billion), according to South Korea's Seoul…
Samsung pushes 20% DRAM price hike for Q3 amid shortage
Samsung Electronics has begun negotiating with customers to raise average selling prices of conventional DRAM by up to 20% quarter-over-quarter in the third quarter of 2026, according to a report by ZDNet Korea cited by multiple industry outlets. The planned…
Asian stocks rally as weak U.S. jobs data eases rate-hike fears
Asian equity markets rallied on Friday as investors snapped up battered technology stocks following a weaker-than-expected U.S. jobs report that eased fears of a near-term Federal Reserve interest rate hike. Seoul's Kospi surged 5.8% to close at 8,088.34, clawing back…
Asian markets mixed as chip selloff extends into second day
Asia-Pacific markets opened to mixed trading on Friday, July 3, as investors continued to rotate out of technology stocks following two consecutive days of heavy losses in the semiconductor sector, while U.S. markets remained closed for the Independence Day holiday.
Hong Kong now handles over half of China’s chip imports
Hong Kong has cemented its role as China's primary conduit for semiconductor imports, with the city re-exporting more than half of the mainland's chip purchases in the first five months of 2026 — a record share driven by surging global…
SK Hynix plunges ahead of $29B Nasdaq debut amid AI fears
SK Hynix, South Korea's most valuable company, is pressing ahead with its planned Nasdaq debut on July 10 even as a brutal semiconductor selloff has wiped billions from its market value in recent days.
Zhipu AI shares tumble amid global chip selloff
Beijing-based Zhipu AI, now branded internationally as Z.ai and listed on the Hong Kong Stock Exchange as Knowledge Atlas Technology, released ZCode this week — a coding-agent tool built on its GLM-5.2 model — positioning itself as a direct challenger…
Apple stock rallies on expanded iPhone plans, China chip talks
Apple shares surged more than 4% on Thursday as investors cheered reports of an expanded iPhone launch strategy and news that the company is pursuing memory chip deals with Chinese manufacturers, offering a potential path out of the global shortage…
Apple’s talks to buy blacklisted Chinese chips trigger global semiconductor selloff
Reports that Apple is in negotiations to purchase memory chips from two Chinese semiconductor manufacturers on a Pentagon blacklist sent shockwaves through the semiconductor sector, triggering a broad selloff that erased hundreds of billions in market value and spread from…
Anthropic in talks with Samsung to build custom AI chip
Anthropic has begun early-stage work on a custom artificial intelligence chip and held talks with Samsung Electronics as a potential manufacturing partner, according to a report by The Information published on Wednesday. The discussions center on Samsung's 2-nanometer process technology…
Nomura warns of ‘epic’ chip shortage, countering peak narrative
Even as chip and AI infrastructure stocks sold off Wednesday after Bloomberg reported that Meta Platforms is building a cloud business to sell excess computing capacity, Nomura pushed back against the growing "peak semiconductor" narrative with a 119-page report warning…
EU chip sector faces ‘bleak future’ from US, China risks, report finds
Europe's semiconductor industry confronts a "bleak future" squeezed between Chinese export controls on critical materials and deep technological dependence on the United States, according to an EU-funded report published Thursday that lays bare the structural vulnerabilities threatening the bloc's chip…
Amazon designs custom AI chips for Echo, Fire TV, Kindle
Amazon Amazon.com, Inc. is designing proprietary artificial intelligence chips for its consumer electronics lineup, including Echo smart speakers, Fire TV streaming devices, and Kindle e-readers, in what represents the company's first major processor overhaul for its gadget division in two…
SK Hynix unveils $64B chip plant plan amid global tech selloff
SK Hynix said on Thursday it plans to invest 100 trillion won ($64.38 billion) to build new chip-making facilities in Cheongju, central South Korea, including a major NAND memory factory set to begin production by 2029. The announcement marks the…
Google taps Intel packaging for next TPU, moving away from TSMC
Google Alphabet Inc. is set to abandon TSMC's Taiwan Semiconductor Manufacturing Company Limited dominant CoWoS packaging for its next-generation tensor processing unit, turning instead to Intel's EMIB-T technology in a move that could reshape the AI chip supply chain.
Apple plans redesigned MacBook Pro, new iPad Pro for 2027
Apple is preparing a wave of hardware updates for the first half of 2027, including refreshed iPad Pro models, a redesigned entry-level MacBook Pro, and its first M7 processor, according to Bloomberg reporting published Tuesday.