Adit Singh, known for early investments in Cerebras, has joined the venture capital firm Mayfield as an infrastructure partner to focus on hardware, semiconductors, and physical AI.
Taiwan's statistics agency forecasts an 11.05% GDP growth for 2026 driven by AI demand, but analysts warn risks like capex slowdowns and geopolitical tensions threaten long-term sustainability.
Malaysian Prime Minister Anwar Ibrahim stated in an Al Jazeera interview that he views Taiwan as part of China, while observers note potential trade-offs for future hi-tech investments.
Semiconductor sector options market presents a dilemma: follow the bullish crowd or a significant bearish contrarian trade. The VanEck Semiconductor ETF (SMH) saw a bullish open put-to-call ratio, yet a $129 million bearish put trade suggests a contrarian view, potentially exploiting perceived undervalued volatility.
Beijing-based Ingenic Semiconductor launched a Hong Kong share offering to raise up to HK$3.22 billion, joining mainland chipmakers tapping the city's markets to fund global expansion.
The FCC's potential ban on Chinese optical transceivers highlights the slow and costly nature of US-China tech decoupling, impacting AI hardware and data centers despite security concerns over data theft and service disruption.
Semiconductor Manufacturing International Corporation is planning to add equipment to its factories after surging demand for mature-node chips used alongside AI processors exceeded expectations.
Alibaba signed a strategic cooperation framework agreement in Guangzhou on Thursday to increase investments in computing power, AI models, and digital services in Guangdong province.
SMIC and Hua Hong report substantial year-on-year profit increases of 261.7% and 385.9% to $479.2M and $38.6M, respectively, in Q2, driven by high demand for AI computing power, with Hua Hong's revenue reaching a record $717.5M.
A venture capital fund backed by China's YMTC has acquired a stake in semiconductor manufacturer SOI Micro, boosting Beijing's push for domestic chipmaking alternatives using FD-SOI technology.
South Korea's Kospi index re-entered bull-market territory, climbing over 20% from its July low as investors returned to semiconductor giants amid strong AI hardware demand and easing technical pressures.
Yangtze Memory Technologies Corporation reached the top three global NAND flash memory suppliers by volume for the first time in Q2, capturing 14% of global bit shipments, driven by domestic supply expansion and new 3D NAND architecture.
SK hynix to invest $3.87B in Indiana's first U.S. advanced semiconductor packaging and R&D facility, hosting a groundbreaking ceremony on Aug 27, attended by key tech CEOs.
China has detained multiple Japanese nationals, including corporate executives, for allegedly violating export restrictions on dual-use goods, according to a report by The Mainichi.
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.
Hong Kong and Malaysia aim to strengthen economic ties in sectors like semiconductor manufacturing, as Trade Development Council chairman Frederick Ma Si-hang leads Hong Kong's largest business delegation to Malaysia.
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.
Malaysian officials Redzuan Abd Rahman and Mohamad Termizi HJ Piee stated that economic ties between Malaysia and South Korea have entered a new phase, offering vast opportunities for South Korean companies to use Malaysia as a gateway to ASEAN.
Sony and TSMC are planning a joint venture to produce high-performance camera sensors at a Kumamoto plant, with mass production potentially starting in 2029.
South Korean President Lee Jae Myung urged the government on Monday to accelerate large-scale investments in AI facilities and a semiconductor cluster through rapid administrative steps and deregulation.
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.
The US imposes a 15% tariff and price floors on polysilicon and related products from China to protect domestic manufacturers and curb imports, aiming to secure the semiconductor supply chain.
German chip manufacturer Infineon reported a 13 percent revenue increase to 4.2 billion euros and a 39 percent profit rise to 423 million euros in its third fiscal quarter, driven by demand for AI data centre power solutions and automotive chips.
Europe's Stoxx 600 index closed at a record high of 656.86 points, rising 0.7% on Tuesday. While semiconductor and banking stocks surged in 2026, luxury and auto sectors faced severe struggles amid geopolitical tensions and slowing demand.
