South Korean stocks ended higher for the second straight session on Tuesday as investors scooped up major chipmakers on bargain-hunting. The KOSPI rose 0.73 percent to close at 6,345.53, while the Korean won gained against the U.S. dollar.
Nvidia has partnered with major Wall Street investors including BlackRock, Goldman Sachs, and KKR to raise $500bn for artificial intelligence infrastructure, treating AI hardware as an independent asset class for the first time.
Nvidia has partnered with six major Wall Street firms to raise over $500bn for AI infrastructure, including datacentres, chip factories, and power stations, amid warnings from the Bank of England over financial stability risks.
Taiwan Semiconductor Manufacturing Co. reported a 44.7% year-on-year increase in July revenue to 467.58 billion New Taiwan dollars, driven by strong demand for artificial intelligence-related chips.
Floods, landslides and accidents driven by a nine-day downpour have killed at least 13 people in the northern Philippines, causing widespread closures and disruptions.
Donald Trump has ordered a new 15% tariff on imported polysilicon effective December 4 to support US chip and solar supply chains against Chinese competition, prompting criticism from Beijing.
Startup Discovered Materials has raised a $9 million seed round led by Lightspeed India Partners to use AI agent swarms and physics models to discover more efficient semiconductor materials that address AI hardware cooling challenges.
CXMT, China's leading DRAM maker, is fast-tracked into MSCI's main index 10 days post-IPO, expected to increase passive fund allocations and highlight China's semiconductor industry globally.
Malta has emerged as a leading European hub for international film and TV productions, hosting over 30 projects a year fueled by a generous 40% cash rebate, though critics warn of local neglect and infrastructure strains.
South Korean stocks closed modestly higher Monday, ending a two-day losing streak as investors targeted chip-related shares for bargain hunting following Wall Street's record-setting rally. The benchmark KOSPI rose 0.65 percent.
Analysts warn that steep price increases in high-end memory are signaling a shift toward a late-stage industry cycle, with slowing price growth, rising inventories, and Chinese capacity expansion putting pressure on major chipmakers.
AI hedge fund Situational Awareness invested $400 million in Stanford startup Source Foundry to speed up chip manufacturing, despite recent steep losses and liquidating most of its public portfolio.
China erzielt laut Insidern Durchbrüche bei der heimischen Produktion von DUV- und EUV-Lithografiemaschinen, um unabhängig von Europas Tech-Champion ASML zu werden. Die Staatsfirma Aishengna und geheime Labore spielen dabei eine zentrale Rolle.
Los mercados bursátiles de Corea del Sur, Taiwán, Europa y EE. UU. sufren una extrema concentración en gigantes tecnológicos de semiconductores e IA, vinculando la riqueza global a un único sector.
Chinese AI chip developer Moore Threads plans to list in Hong Kong after reporting a 147% jump in first-half revenue to 1.7 billion yuan, as the firm seeks fresh capital amid surging demand for home-grown computing power.
Cambricon Technologies reports 108% revenue increase to 6 billion yuan ($890 million) in the first half, driven by China's push for domestic AI chips amid US export controls.
Die US-Börsen haben am Donnerstag nachverarbeitetem Quartalszahlen im Minus geschlossen, belastet durch schwache Ausblicke von Technologieunternehmen wie Western Digital und Applovin. Gleichzeitig zogen die Ölpreise angesichts drohender Schifffahrtssperren an der Straße von Hormus deutlich an.
SpaceX plans to build natural gas power plants to power its upcoming Terafab semiconductor factory in Grimes County, Texas, relying on fossil fuels rather than solar power.
China's race to build advanced AI models faces a critical new threat beyond US chip controls: a severe shortage of high-quality training data that could stall tech ambitions.
SK hynix invests 54.3 trillion KRW ($38.3B) in two new semiconductor fabs in Yongin and Cheongju, South Korea, to meet growing AI memory chip demand, aligning with the government's 'tripolar mega project'
SK Hynix invests 54 trillion KRW ($38.1B) in two new memory chip plants in South Korea to meet growing AI-driven demand, despite increasing competition from Samsung.
Chinese company Hwatsing develops the country's first integrated six-inch metrology system for wafer polishing, enhancing efficiency in chip manufacturing despite ongoing reliance on foreign suppliers for complex procedures.
US President Donald Trump signed an executive order imposing a 15% tariff and minimum import prices on polysilicon to protect domestic manufacturers from Chinese competition.
Tesla and SpaceX announced plans to build 'Terafab,' a massive semiconductor factory in Grimes County, Texas, with an initial investment of $16.8 billion, aiming to meet future AI and robotics computing demands.
