Tag: Semiconductors

Taiwan Semiconductor Manufacturing Co.’s January sales grew at their fastest clip in months, a sign of sustained global AI spending even as concerns persist about an industry bubble.

It would be “impossible” to move 40% of Taiwan’s semiconductor capacity to the U.S., the island’s top tariff negotiator said, pushing back against recent comments by American officials who called for a major production shift.

Samsung Electronics (5930) stock gained on Monday following a report that it will start large-scale production of the next generation of high-bandwidth memory chips as soon as this month. That lays down a challenge to American rival Micron Technology (MU).

Qualcomm shares plunged 8% after the chipmaker issued disappointing guidance as skyrocketing demand for artificial intelligence data centers eats away at memory chip supply for consumer electronics.

Global semiconductor sales are expected to hit $1 trillion this year, the Semiconductor ​Industry Association said on Friday.

TSMC has unveiled plans to produce 3-nanometre semiconductors in Japan, as the world’s largest chip manufacturer diversifies production of its cutting-edge chips.

Investors were pleasantly surprised on Tuesday by Super Micro’s Computer’s second-quarter earnings, as the maker of computer hardware topped Wall Street’s expectations and provided proof that some delayed orders from last year finally materialized.

Nvidia’s stock fell in premarket trading Monday after reports emerged that the chipmaker’s plans to invest $100 billion into OpenAI were stalled.

Samsung Electronics reported an over threefold surge in fourth-quarter profits on Thursday, hitting a new record and beating analysts’ estimates, as a memory chip shortage and strong demand for artificial intelligence servers lifted earnings.

Lam Research (LRCX) was surging Thursday after the chip-manufacturing tool maker topped Wall Street’s quarterly earnings estimates and issued strong guidance, stoking hopes that it can extend a recent rally.

South Korea’s SK Hynix on Wednesday reported record full-year profit for 2025, more than doubling its operating earnings as shortages of AI-related memory chips pushed prices higher and helped it beat market expectations.

China has given the green light to three of its largest tech companies to buy Nvidia’s (NVDA), opens new tab H200 artificial intelligence chips, four people familiar with the matter told Reuters, marking a shift in position as Beijing seeks to balance its AI needs against spurring domestic development.

ASML has forecast bumper sales of its chip manufacturing equipment this year on the back of the AI boom, building on a blockbuster fourth quarter and sparking a rally across the tech sector on Wednesday.

Price rises and memory shortages are likely to continue through 2027, a top semiconductor industry CEO told CNBC, adding to the view that the crunch that’s been caused by the AI infrastructure boom may last longer than expected.

Samsung Electronics (005930) is set to supply Nvidia (NVDA) with next-generation memory chips, according to a report. That’s a bit of a concern for Micron Technology (MU) but it shouldn’t put too much of a dent in optimism around the U.S. memory hardware company.

Nvidia (NVDA) stock rose 1.5% Friday morning following a Bloomberg report that Chinese authorities have told major technology companies they can prepare orders for Nvidia’s H200 AI chips, suggesting Beijing may be close to formally approving imports of these critical AI components.

Intel reported fourth-quarter earnings Thursday that beat Wall Street expectations but offered soft guidance for the current quarter.

Alibaba Group Holding Ltd. is preparing to list its chipmaking arm, tapping strong investor interest in the small circle of companies aspiring to compete with Nvidia Corp. in the hot AI accelerator business.

U.S. President Donald Trump’s plan to grant Nvidia licenses to ship some of its more powerful artificial intelligence chips to China is ruffling the feathers of some of Washington’s most prominent China hawks, including members of his own party.

Micron Technology (MU) wants to buy a chip-making facility in Taiwan for $1.8 billion. The U.S. memory-chip company is racing its rivals to increase its manufacturing capacity amid a huge surge in demand but that could set up a glut in supply over the longer term.