semiconductor industry News
semiconductor industry
Nvidia Has Worst Week Since Trump Tariff Selloff as Huang Exits
Nvidia shares fall around 13% in their worst week since April 2025, as reported leadership changes, analyst downgrades and corporate culture concerns weigh on sentiment.
Rene Haas Could Become Nvidia CEO: What to Know
Rene Haas emerges as a potential Nvidia CEO successor after Jensen Huang's resignation, bringing seven years of previous Nvidia experience and leadership at Arm.
Nvidia Scandal in China: AI Chip Restrictions Raise Concerns
Nvidia's leadership controversy fuels uncertainty in China as AI companies seek overseas computing capacity amid possible tighter US semiconductor export controls.
Nvidia Faces More Risk From Slower Deal Pace Than Jensen Huang Exit, Bloomberg Intelligence Says
Bloomberg Intelligence says slower new deals and China scrutiny pose bigger business risks for Nvidia than Jensen Huang's possible departure.
South Korean stocks jump as chipmakers roar back on dip buying
South Korea's Kospi surged over 5% as Samsung and SK Hynix rallied on dip buying, stronger US chip stocks and improving sentiment around AI demand.
Nvidia CEO Jensen Huang defended selling chips to China weeks before Nvidia spy probe
Nvidia CEO Jensen Huang defended China sales and AI dialogue weeks before the company launched an independent probe into alleged foreign intelligence activity.
SanDisk Stock Crashes 19% as SNDK Loses 36% in Six Sessions
SanDisk stock plunged 19% on November 5, extending a six-session 36% decline despite record earnings, as AI spending fears and chip competition rattled investors.
Apple Warns of Holiday Quarter Profit Pressure as Chip Costs Rise
Apple forecasts a 45%-46% holiday-quarter gross margin as rising memory chip costs challenge profits despite strong iPhone sales and quarterly results.
Sam Altman Calls PC RAM Use ‘Terrible’ Amid Memory Crisis
Sam Altman questions whether scarce DRAM should sit idle in personal computers as AI data centres face rising memory demand and supply constraints.
$1,000 in Micron Stock in 1984 Could Be Worth $718,669
A $1,000 investment in Micron's 1984 IPO could have grown to $718,669 by October 2026, driven by decades of growth and rising AI memory demand.
DRDO Showcases Indigenous Chips for Advanced Defence Systems
DRDO showcases indigenous GaN and GaAs chips, microwave circuits and infrared sensors for advanced radar, electronic warfare and tactical missile systems.
TSMC Seeks Rare-Earth Alternatives Amid China Supply Risks
TSMC is exploring rare-earth-free motors for factory equipment amid concerns over China's export controls, aiming to reduce potential semiconductor supply-chain disruptions.
Qualcomm Layoffs 2026: Global Job Cuts to Begin in November
Qualcomm plans global job cuts starting in November after employee performance reviews as it adjusts its workforce amid smartphone market pressures and AI expansion.
Japan’s $21 Billion US Chip Investment Raises Questions
Japan’s planned $21 billion investment in US chip factories raises questions about domestic manufacturing, Rapidus and Tokyo’s semiconductor revival strategy.
Global Tech Sell-Off Deepens on US Inflation and AI Debt
Global technology stocks tumble as rising US inflation, interest rate fears and AI-related debt concerns trigger sharp losses across Asian, US and European markets.
AI Stock Sell-Off Deepens as CoreWeave Shares Slide
AI stocks tumble as rising US inflation, CoreWeave's debt burden, Gartner's neocloud forecast and Chinese chip competition intensify global market concerns.
AI Stock Sell-Off Deepens as CoreWeave Shares Slide
AI stocks tumble as US inflation revives Fed rate fears, CoreWeave and Oracle shares slide, and Chinese semiconductor competition pressures global markets.
ASML Forecasts Strong Fourth-Quarter Sales on AI Demand
ASML forecasts fourth-quarter sales of €14.2 billion to €15.2 billion as AI chip demand grows and narrows its 2026 revenue outlook to €44 billion–€45 billion.
Microsoft Maia 300: Plans Million AI Chip Deployment
Microsoft plans to deploy over one million Maia 300 AI chips next year, targeting improved computing efficiency and lower infrastructure costs as AI demand grows.
Nasdaq Record High as Tech Stocks Recover on Sept. 22
Nasdaq hits an intraday record near 27,213 as technology shares rebound, oil prices fall and AMD surpasses a $1 trillion market valuation.
China’s Rare Earth Dominance Faces Technology Challenge as US and Japan Lead High-Value Patents
China rare earth patents have become a focal point in the global technology race as a new study reveals...