Semiconductors

AMD Tops $1 Trillion Market Cap for First Time as AI Sales Propel Stock

Shares rose 9% to an intraday high of $613.92, lifting AMD above $1 trillion after a five-day rally tied to AI-driven data centre growth.

US Export Controls Risk Accelerating China’s AI Self‑Reliance

Washington’s chip controls and the Pax Silica initiative aim to slow China, but restrictions may push Beijing to build independent AI supply chains

Huawei Moves Ascend 960DT Launch to Q1 2027, Tightens Race With Nvidia

Huawei brought forward the Ascend 960DT to Q1 2027, accelerating its push into high-performance AI chips while raising questions about cluster scale

U.S. Chip Capacity Could Rise If SK Hynix Moves RAM Production To Ohio

SK Hynix has held talks with Intel about making RAM in Ohio, including leasing space at Intel’s planned plant. The company says no decision has been

TSMC Posts Record August Revenue NT$514.8 Billion, Signals Strong AI Demand

August sales rose 53.3% to NT$514.8 billion as AI server processor demand keeps TSMC’s advanced-node capacity fully booked.

Rising RAM Costs Push Smartphone Prices Up Ahead Of iPhone Launch

Memory shortages and AI demand are inflating DRAM and HBM costs, prompting manufacturers to prioritise cloud customers and raise phone prices.

Broadcom Bets On $230 Billion AI Revenue, Sees EPS Above $30

Broadcom trimmed near-term revenue guidance while projecting $230 billion in AI sales by fiscal 2028 and earnings per share above $30.

Nvidia Poised to Become $100B-Quarter Company With $108B Forecast

Nvidia projects $108 billion next quarter after reporting a record $96.2 billion, driven by a surge in data-center revenue.

Japan's Exports Jump 23.2% in July, Semiconductor Equipment Fuels Fifth Straight Gain

Semiconductor equipment values surged 49.1% as AI demand lifts chip shipments; exports grew 23.2% in July, beating estimates.

Global Goods Trade Reaches $13.7 Trillion in First Half of 2026, UNCTAD Says

UNCTAD says global goods trade increased by 12.5% in the first half of 2026, supported by higher prices, East Asian activity and demand for AI- and electric vehicle-related products.

Apple Opens Houston Plant With Tim Cook, Howard Lutnick

Apple CEO Tim Cook joins Secretary of Commerce Howard Lutnick to open a new manufacturing facility in Houston, Texas, as Cook prepares to step down

SK Hynix Up 25%, Samsung Shares Rise Over 20% as U.S. AI Rally Returns

SK Hynix jumped 25% and Samsung Electronics climbed more than 20% on Friday, following a sharp U.S. AI-fueled rally.